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Planned Giving

Planned gifts can take many forms, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities, and helping to fulfill your personal and charitable objectives. Planned gifts can be made in cash, stocks, bonds, personal property, or life insurance. 

Bequests through Wills or Trusts

Bequests are gifts to New Day designated in your will that are simple, flexible and versatile. All you need is to add a few sentences to your will using legal bequest language.

Beneficiary Designations

A simple way to make a lasting estate gift to New Day without revising your will or trust is to update beneficiary forms for assets like life insurance policies, retirement accounts, annuities, pension plans, or mutual funds to designate New Day as the beneficiary. Please contact your financial advisor to explore this opportunity.

Charitable Remainder Trust

A charitable remainder trust allows you to protect your assets, minimize estate taxes, and provide for a beneficiary, with the remaining assets benefiting New Day after a designated period. Please contact your financial advisor to explore this opportunity.

Charitable Gift Annuity

A charitable gift annuity allows you to make a meaningful donation to New Day while receiving regular payments for life, along with a tax deduction, and ensuring your gift will support the organization after your lifetime. Please contact your financial advisor to explore this opportunity.

To learn more, contact:

Gina Kell Spehn headshot

Gina Kell Spehn

Phone: (248) 648-1105
Email: gina@newdayff.org

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