A bequest to LivingWell Medical Clinic through your Will or Trust is a powerful expression of your commitment to helping women and men with unexpected pregnancies. You can support LivingWell Medical Clinic in several simple and savvy ways without reducing your income or diminishing your savings.
Think about using assets that can be transferred to LivingWell Medical Clinic without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. These assets can be transferred by completing beneficiary designation form. This completed form tells the account custodian what to do with the account after your passing.
You can name LivingWell Medical Clinic in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy.
Benefits of Naming LivingWell Medical Clinic in Your Long-Term Plans
- You can make a gift that costs you nothing during your lifetime.
- Your assets remain in your control during your lifetime.
- You may leave your cash flow and current financial planning unchanged when you make a gift.
- You can modify your gift to address changing circumstances.
- You may direct your gift to a specific purpose. Check with us to make sure your gift can be used as intended.
- A gift may be made with appreciated assets and save taxes.
| Please let us know if you have already included LivingWell Medical Clinic in your estate plan or if you are considering doing so. We would love to hear from you. |
Types of Gifts:
Stocks and Investment Fund Accounts