WHAT TO GIVE?

Appreciated securities, including stocks or bonds

Appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property

Part or all of your unused retirement assets, such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan

Cash is a simple and easy way for you to make a gift

If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.


HOW TO GIVE?

Giving to AMCS can be done either directly or through any one of the gift models below that can provide tax benefits and even income.

  • Bequest

  • IRA Rollover

  • Beneficiary Designation Gifts

  • Charitable Gift Annuity

  • Charitable Remainder Unitrust

  • Charitable Remainder Annuity Trust

  • Charitable Lead Trust

  • Sale and Unitrust

  • Bargain Sale

  • Give It Twice Trust

  • Life Estate Reserved

Please contact us and speak to an advisor about which method may be best for you.