Bequests & Planned Giving
Planned gifts allow a donor to retain some aspect of the asset or assets used to make the gift. Planned gifts can include bequests, charitable trusts, and gifts of life insurance, real estate, or other tangible property. Depending on a donor's personal circumstances, a planned gift may not only provide considerable tax savings, but also may increase a donor's assets and income.
Addressing concerns; fulfilling philanthropic goals:
Addressing your financial and family concerns while fulfilling your philanthropic goals: There are many ways of combining giving to TMI Episcopal while also addressing important family and financial needs. Here are a set of frequently asked questions that may be important to you. As you review these questions, you may find the combination that is perfect for your specific situation. We invite you to talk with us to investigate further.