Many people who would like to make a substantial gift to Ronald McDonald House Charities (RMHC) cannot do so because of other financial obligations. Making a planned gift provides a way to make a larger gift than you thought possible. By considering your total financial picture, you may be surprised at how you could make a significant gift to RMHC without impacting your current income.
Making a planned gift is good for you and good for Ronald McDonald House Charities. Good for you because it enables you to make a significant gift without impacting your current financial situation, and good for the House because it ensures a source of income in future years. Your gift helps to ensure that we can continue indefinitely to provide a home away from home to families in need.
Please call Sandy Mann, Executive Director, at 505/842-8960 if you are making a planned gift to RMHC so that we can work with you and your legal and financial counsel to ensure that your wishes will be carried out. When you notify us that you have included RMHC in your Will or have made some other planned gift arrangement for the House, you will be recognized as a member of the Security Blanket Society.
Here are some ways you can leave a gift:
Bequests
The simplest planned gift is a bequest. Naming RMHC in your Will ensures that the House will receive your gift when you no longer need the assets. A bequest to RMHC is exempt from estate taxes.
Life Insurance
If you have a paid-up life insurance policy which you no longer need, you can name RMHC as the beneficiary and claim a charitable tax deduction for your generous gift.
POD Accounts
You can assign the funds remaining in a bank account to RMHC, ensuring that the funds come straight to us without going through probate.
Retirement Plans
By naming RMHC as a beneficiary of your IRA or other retirement plan, you can enjoy what you have accumulated during your lifetime while knowing that the House will benefit after you are gone.
Trusts
Charitable trusts allow you to make a gift to RMHC while still having use of the funds. For more information about a Charitable Remainder Trust (CRT) or a Charitable Lead Trust (CLT) contact your financial advisor.
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