LEGACY SOCIETY

Legacy Society

 

Planned giving allows you to help Charlotte Rescue Mission now and in the future. Multiple options are available for many different situations. For specific information, we suggest you talk to your financial and tax advisers.

 

Planned giving can help you:

 

  • Reduce your income taxes
  • Avoid capital-gain tax
  • Increase your spendable income
  • Retain payments for life
  • Achieve no-cost, worry-free asset management

Types of Giving Include:

GIFTS OF ASSETS

The simplest way to support Charlotte Rescue Mission is through cash gifts, but creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These not only may provide you with charitable deductions, but often offer additional tax savings.

GIFTS THAT PAY YOU INCOME

Do you want to support Charlotte Rescue Mission, but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities, charitable remainder trusts, and pooled income funds, can provide donors with an income stream, significant tax savings, and the satisfaction of supplying Charlotte Rescue Mission with important long-term resources.

GIFTS BY WILL

Through various types of bequests for Charlotte Rescue Mission, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support recovery efforts at Charlotte Rescue Mission for years to come.

GIFTS OF RETIREMENT-PLAN BENEFITS

You may consider using retirement-plan benefits to make a significant gift that will support Charlotte Rescue Mission. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small.

For general questions about making a planned or estate gift or if you want free brochures about making a will, contact EJ Underwood at ej.underwood@charlotterescuemission.org or 704-333-HOPE ext 204.

Why I Give

 

Watch below for a testimony from one of our planned giving donors, Millie Rollins, to hear why she gives to Charlotte Rescue Mission.

 

Millie Rollins has been giving to Charlotte Rescue Mission for over 30 years and has included the Mission in her estate planning.  She is a graduate of Woman’s College University of NC (UNC Greensboro) and retired from Hoechst Celanese where her gifts were matched by the company.  She used to bake homemade cookies and cakes for Rebound residents birthdays and for their Christmas celebration and wishes she still could.

 

 

Three Generations of Giving

 

We have identified several families that have supported CRM for three generations! The Guy M. Beaty family started supporting CRM in 1938 and continue today, well into their third generation. See the 2016 Legacy Newsletter to hear their story.

 

The Keith Weekley family is featured in the 2017 Legacy Newsletter with their story of support. We would love to feature your family with your story and photographs in our next newsletter! Please contact EJ Underwood to tell your story.