Planned Giving through your estate plan is one of the most fulfilling ways to support the causes you care about. But for many, it can be a complex and unclear process. FINCA can help you enjoy the financial advantages available through planned giving while leaving a legacy to be remembered.
What is Planned Giving?
Planned Giving is a win-win approach in philanthropic donations—one in which assets are transferred now or in the future or as part of your estate plan to support your favorite nonprofit organization while also benefiting you. It is the best way to ensure your impact on the causes you care most about for years to come regardless of what stage of life you are in.
Transferring assets is easy and it can provide tax benefits as well.
The Financial Benefits of Planned Giving
Through Planned Giving, you can use tools such as Bequests, Charitable Remainder Trusts and Donor Advised Funds to:
- Reduce the tax burden on your family.
- Create estate tax savings.
- Receive a fixed income for life.
- Support your chosen causes for years to come.
- Make a real difference in the lives of others.
Ready to Make an Enduring Impact and Benefit from the Financial Advantages of Planned Giving?
WHAT TO GIVE: HOW TO GIVE: WHO TO GIVE TO: |
Planned Giving Tools
Which Planned Giving Tool is Right for You? FINCA simplifies this important decision by helping you understand the many different planned giving tools and matching the right one(s) to your estate planning goals. Contact Us to learn more.
Planned Giving Options Include:– Stocks and Bonds |
There are a variety of planning gift options that most people aren’t aware of. Learn more about each of these Planned Gifts to find the right decision for you and your family. |
Future Makers Circle:
Designating a planned gift automatically makes you a member of FINCA’s Future Makers Circle. Members receive immediate recognition on our website and in publications, and they receive invitations to special events.
Your Legacy Is Continued with Us
We have been working tirelessly for more than three decades to improve the lives of low-income people around the world. Our impact so far:
 |  |  |
| 7.6 million families reached since 1984 | USD $439 million in loans | USD $419.6 million in Savings |
|---|---|---|
| FINCA alleviates poverty by providing critical financial services to excluded populations so they themselves can build assets, create jobs and raise their standard of living. | Since 1984 FINCA has delivered over $439 million in financial services to 7.6 million people in over 20 countries around the world. | FINCA’s efforts have empowered low-income people to achieve their personal goals by helping them earn business income, create jobs and build savings. |
Make a Planned Gift
In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. Consult with your financial advisor or estate planner and please consider joining FINCA’s Future Makers Circle today.
Already Made a Planned Gift to FINCA?Please let us know so we can thank you for it. Contact Soledad Gompf at 240-654-7177 or [email protected]. |
Already a member?
Login to Your “FINCA Future Makers Circle” Account
Need More Information?
Send us your questions and we’ll contact you soon with more information.
