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Gifts Of Cash, Stocks and Bonds

One-time gifts of cash and the donation of appreciated securities such as stocks or bonds are easy, tax-effective ways to make a gift to our organization.

Gifts Of Cash, Stocks and Bonds

Planned gifts are made through estate plans, and GROW Southwest Georgia is grateful to accept any of the following:

Will or living trust
IRA/retirement fund
Charitable remainder or lead trust
Life insurance policy
Bank/brokerage account
To make a gift to GROW Southwest Georgia from your estate, you must sign a new will or living trust instrument, add a codicil to your present will, or make an amendment to your present trust instrument.

A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.

Alternatively, you can designate GROW Southwest Georgia as a beneficiary of a retirement plan or life insurance policy. To do so, contact the retirement plan administrator or life insurance company and complete the appropriate beneficiary designation form. You can designate a specific purpose for such a gift with a separate letter prepared with assistance from GROW Southwest Georgia’s Resource Development Team.

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