Financial planning

It may surprise you to discover that numerous giving plans offer financial benefits to both EMM and your family. Depending on your situation, these plans can actually help your financial position by:

  • “unlocking” your assets' potential to provide a yearly income that may be higher than you presently receive.
  • avoiding or greatly reducing capital gains tax on assets.
  • applying charitable deductions to reduce your yearly taxable income.


Each of these plans also offers you the satisfaction of making a significant contribution to missions.

If you would like more information on any of these plans, contact Don Brubaker, at 717 898-2251.


Financial planning resources available from Eastern Mennonite Missions:

Gifts of real estate I Gifts of retirement funds I Gifts of stock
Charitable gift annuities I Charitable remainder trusts

 Ways to give

Bequests
A bequest is the simplest planned gift, given after your death through a directive in your will. It can be in the form of real estate, retirement funds, or stock.


Charitable gift annuities
A charitable gift annuity allows you to make a contribution to EMM in exchange for a fixed flow of income for the rest of your life. more >>


Charitable remainder trusts
A charitable remainder trust allows you to make a contribution to EMM, with flexible options for how you want EMM to manage the trust’s assets. You may name yourself, or anyone else you choose, as the beneficiary. more >>


Life insurance and retirement plans
These assets can benefit your family and EMM’s family in various ways. The rules regarding gifts of retirement funds continue to change. To discuss the options available, contact Don Brubaker at 717 898-2251.