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Planned and Deferred Gifts

 

Plan-a-Gift®

Welcome to Plan-a-Gift®, our unique interactive gift planning service. Just answer the three questions below and Plan-a-Gift® will recommend the best gift plan or plans to meet your individual needs and help the Delco Memorial Foundation at the same time!

Type of asset: What type of asset do you want to contribute?

Cash or securities

Retirement account (IRA, 401k, 403b)

Life insurance

Real estate

Business interest (closely-held stock, partnership interest)

Gift range: What gift range are you considering?

$5,000 - $99,999   

$100,000+

Your goal: What do you want to accomplish with your gift?

An Outright Gift that provides an immediate tax deduction to me and immediate benefit to the Foundation.

A Gift in My Will or Trust that will cost me little or nothing now, but benefits the Foundation later.

A Life-Income Gift that provides an immediate tax deduction and a stream of income to me, my spouse or others now, and leaves the principal to the Foundation later.

Important - Age range of beneficiaries:

35 - 50   

50 - 65  

65+  

A Wealth Transfer Gift that provides a stream of income to the Foundation now, and leaves the principal tax-free to my heirs later.

Read about your gift. 

Planned giving content and Plan-a-Gift® ©2005 VirtualGiving, Inc.

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Delco Memorial Foundation Planned Giving
 

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