There are several ways to make a planned gift, each with unique benefits and considerations. Here are some common methods:

• Bequests: You can include CMTRF in your will or trust, specifying a certain amount of money or a percentage of your estate to be donated after your passing. Click Here.
• Charitable Trusts:
  • Charitable Remainder Trusts: These allow you to donate assets into a trust that provides income to you or your beneficiaries for a set period. After that, the remaining assets will go to CMTRF. Click Here.
  • Charitable Lead Trusts: These will provide income to CMTRF for a specified time, after which the remaining assets will go to your heirs. Click Here.
• Charitable Gift Annuities: This involves donating a lump sum to CMTRF in exchange for fixed annual payments for your lifetime. After your death, the remaining funds go to the charity.
• Retirement Plan Assets: You can name CMTRF as a beneficiary of your retirement accounts (like IRAs or 401(k)s), allowing the charity to receive these assets upon your death.
• Life Insurance Policies: You can donate an existing life insurance policy or designate CMTRF. This allows the CMTRF to receive the policy’s death benefit.

Each of these methods has distinct advantages, including potential tax benefits, and can be tailored to fit your financial situation and charitable goals. Consulting with a financial advisor or estate planner can help you determine the best approach for your circumstances.

Anna Combes

VP of Philanthropy

[email protected]

504-669-6984

4062 Peachtree Road | Suite A209

Atlanta GA, 30319

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