Ways to achieve one of your financial goals
Your charitable gift to La Maestra Community Health Centers is a personal expression of your goals, interests, and beliefs. Whatever the size or form of your gift, we will work with you and your financial advisors to prepare a plan that reflects your interests and objectives and provides maximum benefits to both you and La Maestra.
Remembering La Maestra Community Health Centers in your will or living trust is a personal way to extend the influence of your life. Including La Maestra in your will or living trust may bring significant estate tax savings. Your gift may be in the form of cash, securities, or property. A codicil or amendment to an existing will or living trust can be used to make simple changes such as naming an additional beneficiary. Informing La Maestra of your will or living trust provisions allows us to thank you now for your contribution and to facilitate our financial plans.
Charitable Gift Annuity
A Charitable gift annuity is a transfer of your financial assets or real estate to a nonprofit organization, such as La Maestra Community Health Centers, that pays you a fixed income for the rest of your life. Upon your death, the remaining principle is paid to the La Maestra organization.
A charitable remainder trust is a significant irrevocable gift of cash or property. You receive an immediate charitable deduction and a lifetime of income for yourself or for your beneficiaries with the principle eventually transferring to La Maestra. Charitable remainder trusts are especially suited to those holding low-yielding appreciated property, to those approaching retirement, or those who would like to make substantial gifts, but must retain the income from the gift assets. We can assist you in establishing a trust.
Charitable Lead Trust
The charitable lead trust is an excellent charitable giving vehicle for those at the peak of their earning years. When you establish a charitable lead trust, you receive a tax deduction in the year of your gift. The income from the trust is directed to La Maestra Community Health Centers during your lifetime and the principle of your gift reverts to you for future use by you or your heirs. This trust is a good choice for giving to building projects at La Maestra.
Life Estate Gifts
A life estate gift is an excellent choice for those who plan to leave a residence to La Maestra Community Health Centers. With a life estate gift, you deed your property to La Maestra now, but reserve the right to continue living in the residence. You receive a charitable tax deduction in the year the gift is made.
more information please contact:Lindy