Gift Planning: It's Never Too Late
What is Gift Planning?
When someone plans to make or leave a gift to a charitable organization(s), the process of deciding what the gift will be and how it will be distributed is called Gift Planning. Through this process, people at every economic level have an opportunity to become significant philanthropists, and assist the financial needs of the charitable organization(s) they feel passionate about.

What is the RLM Office of Gift Planning?
The RLM Office of Gift Planning functions as a center of information and assistance. Members, donors and friends often seek our help to begin understanding what might be possible in making a gift to RLM. We believe in starting with the basics and slowly moving forward towards a better understanding of the needs and wants of each individual, and their family.

What types of free brochures are available?
"Oh By the Way ..." was created to raise awareness for completing a will or trust.
"The RLM Will Kit" has been designed for those who do not have or are contemplating a change to their will or trust.
"Estate Planning Documents" discusses Wills, Trusts, Durable Power of Attorney and Medical Power of Attorney for Health Care in an easy to understand question and answer format.
"Gifts of Retirement Plans," "Gifts of Insurance Policies," and "Gifts of Stock" handouts were created to explain these easy to arrange current and deferred gift opportunities.
"Heritage Circle" discusses the legacy society created to honor donors who make a gift to RLM through their will, trust, insurance policy, retirement plan and other gift planning opportunities.

What other types of services are offered?
Learn how to maximize your charitable gift and avoid unnecessary taxes.
RLM can work with your professional advisors to ensure your charitable gift planning needs are best implemented.
A listing of prolife estate planning attorneys.

To learn more about gift planning or to receive any of the brochures mentioned above, please contact Kathy Crombie at (248) 553-8800 or e-mail her at giftplanning@rtl.org.

 

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