The CaringMatters Legacy Circle
"The CaringMatters Legacy Circle is an opportunity for supporters like you and me to ensure that our own legacies endure in a way that reflects our values and supports those causes we care about well into the future. We can all use the resources in our estates to support organizations and causes we care deeply about, like CaringMatters, while still taking care of our families and loved ones. My husband, Matt, and I have already included CaringMatters in our estate planning to make sure that this special organization receives our support for a long time to come."
– Tori Tomlinson, CaringMatters Development Committee Chair
Planned Giving—the Gift Everyone Can Afford
A planned gift is any major donation you make during your lifetime or upon your death to charities that share your values and speak to your heart—like CaringMatters. Planned giving empowers you to make larger donations than you normally might make. You can leave a lasting legacy at CaringMatters without affecting your current financial security.
With planned giving, you can maximize your gift while minimizing your income and estate taxes. CaringMatters benefits from your planned gift as we can better plan for our longtime sustainability as we serve our community members who are terminally ill and grieving the loss of a loved one.
What Can Be Donated Through Planned Giving?
Our donors’ gifts are as varied as the individuals who choose to give them. Donors can be young adults or more senior; wealthy or of more modest means.
Types of gifts include:
• Appreciated securities/stock
• Life Insurance policy
• IRA, 401K or other qualifed Retirement Plan
• Partnership Interests
• Personal Property
• Real Estate, including Retained Life Estate
How Do I Arrange for my Gift?
The type of gift and whether the gift is during your lifetime or as part of your estate dictate the steps you need to take. To make the soundest decisions possible for you, your family and CaringMatters, we recommend speaking with a certified financial planner or estate planning specialist. If you or your financial advisor would like to discuss planned giving with us, please contact Jamie Phannavong at 301-990-8903 or by email at firstname.lastname@example.org.