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Neighbors Helping Neighbors
Planned Giving
Planned Giving is the practice of designating a major gift to Old Town Mission in life or as part of an Estate Plan. The gift could include cash, real estate, life insurance, equity, or personal property. Planned Giving provides tax benefits for your heirs and is an opportunity to provide long-term support to Old Town Mission. This philanthropic gesture can be a great way to establish a legacy and leave a wonderful memory of a life well lived.
Planned giving is smart financial planning combined with philanthropy.
It helps you make the most of your assets during your lifetime and make future charitable gifts that are more significant than you may realize.
Please reach out by phone at (928) 634-7869 or by email at mission@oldtownmission.org
if you have any questions or want a personal tour.
“Giving is not just about making a donation. It is about making a difference.”
– Kathy Calvin
A legacy donation to Old Town Mission can help you reduce estate taxes and may provide other important tax benefits.
Talk with your financial and legal advisors to see how you can positively impact your neighbors in need while making the most advantageous financial decisions for you and your family!
Planned Gifts Create a Legacy of Giving
Cash
Equities
Life Insurance
Retirement
Real Estate
Personal Property
Appreciated Stock and Securities
Charitable Gift Annuities
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