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Gift Planning with MEDA

 gifts that give back – gifts that benefit MEDA clients and your family

Become a Legacy Partner … By making a planned charitable gift.

What are your goals for the present and future? Some of them may be big, while others are small. Yet if you are like most of us, you are looking for some important basics:

These can include:

  • Security for you and your family
  • Tax considerations
  • Income for life

It is possible to achieve all of these goals with some planning.

Please follow the links at left for learn more about the many benefits of gift plans for US and Canadian residents.

Charitable Bequest

 make a gift to MEDA in your will
Planned Giving 2A charitable bequest is a gift that anyone can arrange at any life stage. If you have children or own property, you need to have a plan for the future. We hope you’ll include MEDA. A charitable bequest is still the easiest way for you to help our mission.

Your attorney can include language in your will or trust directing that a gift be made to MEDA. Your estate will benefit from an estate tax charitable deduction and you will have peace of mind knowing that you have helped create business solutions to poverty.

Charitable Gift Annuity

 create a lifetime income for yourself
Planned Giving 3There are a few things in life we can do for ourselves that also benefit others. A charitable gift annuity (CGA) is one of them. A CGA is a simple contract between you and MEDA, where you agree to donate a sum of money, stock, or other appreciated assets to MEDA. In return, we agree to pay you a fixed percentage of that amount every year for as long as you live.

There is a solution – a plan that provides you with fixed payments for life. You may avoid capital gains tax and leave a lasting gift to MEDA.

Make a gift…

 grow your assets
 Did you know there is a way to make a gift to MEDA and receive income that could grow over your lifetime? A charitable remainder trust is an arrangement funded with your cash or appreciated assets. The most common trust will pay you income each year based on a percentage of the trust assets.

Your income has the potential to increase over time with growth in the trust. This means more income for you and more remaining assets to help MEDA in the future. To view an illustration of the benefits of a charitable trust, call us today!

Make a gift now…

 receive income later in life

Planned Giving 5You may not be ready yet for retirement, but if you are thinking about the future, a deferred charitable gift annuity is one way for you to make a gift now for income in the future.

When you make a gift of your cash or an appreciated asset (like stock) to MEDA today, we will promise to begin paying you income at a future date. This income will be fixed, meaning it will never change and will be paid to you at a rate based on your age and the payout date you select.