DEFERRED GIVING PROGRAMS

Better Estate Planning
How To Make A Will That Works
Giving Through Gift Annuities
Giving Through Life Income Plans
Giving Through Retirement Plan

· What is Estate Planning

· The Four Financial Challenges

· A Practical Approach to Planning Under current economic conditions, it is more important that everyone have an effective estate and financial plan.

Through carefully balancing your needs and those of loved ones and favorite charitable interests, you may find that you can create surprising benefits for all concerned.

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HOW TO MAKE A WILL THAT WORKS

Some estate plans are more effective than others. What the most effective plans have in common, however, is a well-thought out Will that works in concert with other estate planning tools.

GIVING THROUGH GIFT ANNUITIES

The charitable gift annuity has been used by many who wish to make meaningful gifts to charitable organizations but want to also provide for their own future financial well being.

A gift annuity is the vehicle for giving that makes it possible to transfer cash, marketable securities such as stocks, bonds and mutual funds to an organization you want to benefit. In exchange you or someone you designate will receive fixed payment for life.

GIVING THROUGH LIFE INCOME PLANS

Sharing with others can be one of life’s greatest pleasures, but everyday financial obligations sometimes limit what many feel they can give without jeopardizing their security or that of their loved ones.

This need not always be the case. By planning and timing of your gifts, you may find you can give more at lower cost. These gift plans can also enhance your family’s quality of life both now and later.

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GIVING THROUGH RETIREMENT PLANS

Today’s economic environment makes it more important than ever to plan carefully for economic well-being in retirement years.

In the face of longer life expectancies and fluctuating returns on investments, planning to meet long-term financial needs can be challenging, indeed. It’s often a questions of balancing seemingly conflicting goals.

Through thoughtful retirement planning, you can-

· Help assure your family's economic future.

· Experience significant tax benefits.

· Enjoy increased income and other advantages.

· Arrange what may be your charitable "gift of a lifetime".

For more information please contact Beth Devitt at 330/627-9789 or e-mail in complete confidence and without any obligation.

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