Planned gifts

Planned gifts

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A planned gift is one that is arranged now but deferred until the future, usually through a will. These gifts are made from assets rather than disposable income, and include bequests, gifts of life insurance, gift annuities, and gifts of stocks and mutual funds. The emphasis is not on the size of the gift, but rather on the donor’s personal, financial and philanthropic goals.

Since it is a future gift, and not made from your income, you can plan your legacy gift without disrupting your current financial situation. In doing so you will also make a lasting personal statement about what you believe in and value.
While it need not be complicated, planning a legacy gift requires careful thought and consideration. Kindly make your request for information by completing the form below and Les amis de la montagne will be pleased to assist you with additional information and answer your questions.


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*Send me information on :  Planned gifts in general
 Wills and bequests
 Gifts of insurance
 Gifts of publicly-traded securities (stock)
*Greeting :  Mr.     Mrs.
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