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Retirement Planning Tips

Retirement Planning Tips

It’s really never too early – or too late – to do retirement planning.On the one hand, the younger you are, the more you benefit from a longer period of time to accumulate assets and invest them, as well as think about how best to spend them once…

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Benefits of Giving

Benefits of Giving

In addition to supporting the mission of TMF, a planned gift can provide substantial tax advantages, especially on gifts of stocks and real estate. The benefits may include:An income tax deductionReduced capital gains taxesReduced probate costs and…

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Gifts by Will or Trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit TMF. No other planned gift is as simple to make or as easy to change should you ever need the assets during your lifetime.A…

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Naming Us in Your Assets

Naming Us in Your Assets

One of the simplest ways to make a gift to TMF is to name us in your assets. You can specify the individuals and charities you want to support and you can also specify the percentage of the assets you want each beneficiary to receive. It's literally…

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Life Income Gifts - Charitable Gift Annuities

Life Income Gifts - Charitable Gift Annuities

A charitable gift annuity provides fixed payments for life in exchange for a gift of cash or securities to TMF. With the generous increase in annuity rates effective on July 1, 2018 our supporters are showing a renewed enthusiasm for this way to…

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Life Income Gifts - Charitable Remainder Trust

Life Income Gifts - Charitable Remainder Trust

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to TMF.If your unitrust grows, your payments will grow too, providing a hedge against inflation. A unitrust provides more flexibility than…

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Charitable Lead Trust

Charitable Lead Trust

Make a substantial gift to TMF in the form of fixed annual payments and pass assets to your family or other heirs at reduced gift and estate tax cost. A charitable lead annuity trust may be right for you if:You have substantial assets that you do…

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Retained Life Estates

Retained Life Estates

Your home is one of your most valuable assets. With a retained life estate, you can give your home to us now, but continue to live in it for as long as you wish.Make a greater gift than you might have thought possible and receive immediate tax…

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Bargain Sale

Bargain Sale

Receive immediate cash and make a gift to TMF by selling to us a valuable asset, such as real estate, for less than it is worth.A bargain sale may be right for you if:You want additional cash now.You itemize your deductions and want to save income…

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