Robert Murrary
Planned Giving Director
Do you have questions about estate planning? Planned giving? Your will? Each month, our Web site features new articles and interactive features that cover such topics.
Topics recently added:
Closely held stock can be the basis for charitable gifts that benefit a business owner and our organization. Learn more about this gift planning strategy in “Boost Your Business With a Gift of Closely Held Stock.”
Also, there was a point in time when Andrew Carnegie reasoned that the wealthy are trustees, with the responsibility of distributing funds where they will be the most useful. Good intentions, however, cannot ensure that your assets will automatically be distributed as you wish after your death. Only proper, legal planning can guarantee the promises you’ve made to yourself and loved ones. Discover the steps you need to take in “The Reflection of Goodness.”
Finally, how much thought have you given to retirement? When it came time to retire, one couple took their love of fun to the South where they could enjoy year-round warmth and the beach. They quickly became involved in the community and made friends with everyone they met. The couple loved taking pictures for their ever-expanding scrapbook of friends. Think about your best memories today and how they can benefit your loved ones and your favorite charitable organization when reading “Celebrating Memories.”
And, don’t forget to take a peek at the free e-brochures that we offer. Go to the article titled “Discover Valuable Assets With Our Free ebrochures” to find out more.
Expand your mind. Visit http://www.alma.edu/alumni/advancement and click on planned giving.
