Planned Giving through FINCA's Future Makers Circle

Planned Giving: Join FINCA’s Future Makers Circle

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:
Find out what types of assets make the best planned gifts. Learn how donating cash, securities and property can help achieve your estate planning and philanthropic goals.

HOW TO GIVE:
We can help you structure a gift that provides both tax benefits and personal or family income while supporting FINCA and/or your cause of choice.

WHO TO GIVE TO:
FINCA will work with you to determine your areas of interest and how best to use your investment to meet your philanthropic goals—through FINCA or through other related nonprofit organizations.

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
– Bequests
– Retirement Assets / IRA Rollover
– Charitable Remainder Unitrust
– Charitable Lead Trust
– Sale and Unitrust
– Donor Advised Fund
– Pooled Income Fund

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 Colleen Zakrewsky at 202-971-4627 or [email protected].

Already a member?

Need More Information?

Send us your questions and we’ll contact you soon with more information.