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Planned Giving » Filipino-American Magtinabangay Foundation, Inc. (FAMFI)

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Planned Giving

” Let Your Gift Say “I’ll Remember You”

When someone who has touched your life passes away, you typically may send flowers to mark our remembrance of the person’s life. But here is a lasting way to say “I’ll remember you.”

Ways to Give

There are almost as many variations on ways to make a donation as there are needs to be met. Explore this section to discover new ways to make a gift that also takes into consideration your personal circumstances and the needs of your heirs.

  • Bequest
    Learn how to help Filipino-American Magtinabangay Foundation, Inc. – FAMFI by using one of the most popular and simplest ways to make a gift.
  • Beneficiary Designations
    Continue supporting our work even after your lifetime by naming us as a beneficiary of your retirement plan, life insurance or insurance annuity assets.
  • Charitable Gift Annuities
    Read more about how to make a donation and, in turn, receive a fixed annuity payment each year for life. 
  • Charitable Remainder Trust
    In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. 
  • Memorial and Honorary Gifts
    If you have a family member or friend whose life has been touched by Filipino-American Magtinabangay Foundation, Inc. – FAMFI, we hope you’ll consider making a gift to us in honor of that person.  
  • Endowed Gifts
    Discover a powerful way to make a gift to us in your name or in the name of a loved one while realizing tax benefits for your kindness. 
  • Give Your Home, But Live There for Life
    Find out how you can make a gift to Filipino-American Magtinabangay Foundation, Inc. – FAMFI of a remainder interest in your home, receive sizable tax benefits now and continue living in your home for the rest of your life.
  • Charitable Lead Trust
    Make a donation now while reducing the tax burden for your heirs in the future.

What to Give

  • CASHMaking a donation of cash is as simple as writing a check or authorizing a charge on your credit card. From your standpoint, it’s no fuss, no bother. Find out Filipino-American Magtinabangay Foundation, Inc. – FAMFI can put your contribution to work without delay.

  • Securities
    Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for more than one year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself. 
  • Retirement Plan Assets
    Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? Each of these retirement plan assets contains income that has yet to be taxed. Your beneficiaries will owe the income tax at your death, totaling up to 35 percent, which may be reason enough to consider giving your loved ones less heavily taxed assets and leaving your retirement plan assets to charity instead.
  • Savings Bonds
    Savings bonds—likely the nation’s most widely held appreciated asset—represent major assets that may have stopped growing and are now collecting dust, just waiting to be put to use. A tax-wise use for your appreciated savings bonds is to support a cause you care about.
  • Real Estate
    Your property opens the door to a unique giving opportunity. From townhomes to farmland, many types of real estate assets can be donated to qualified charitable organizations like ours. You’ll be helping a good cause, enjoying tax benefits and potentially setting up a lifetime stream of income.
  • Closely Held Stock
    A donation of your closely held stock can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits.
  • Life Insurance
    Most of us think of life insurance as protection, especially for our loved ones. But it is also a powerful tool you can use to champion our work far into the future. Here’s what you need to know.
  • Life Insurance Death Benefits
    Your need for life insurance changes as time passes, making way for a new opportunity for its use. If you no longer need the coverage to protect your loved ones, consider changing your policy’s beneficiary to support our work.

How It Works
To make a charitable bequest, you need a current will or revocable living trust.

Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, Justin-Siena High School Foundation receives your gift.

Charitable Bequest


Create a will or trust leaving part of your estate to family and part to Filipino-American Magtinabangay Foundation, Inc. – FAMFI

Your Will or Trust


Your Family


Your death

Filipino-American Magtinabangay Foundation, Inc. – FAMFI

A Gift in Your Will: Getting Started

We hope you’ll consider including a gift to Filipino-American Magtinabangay Foundation, Inc. – FAMFI in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed. “I give, devise, and bequeath to the Filipino-American Magtinabangay Foundation, Inc. – FAMFI, located in Napa, California, the sum of ________dollars ($________), OR ________percent (______%) of the rest, residue, and remainder of my estate OR the following described property: _______________________________  for the benefit of its general purposes (or specify the program you wish to support).”
  • Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.
  • Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.
  • Tax Relief. Your estate is entitled to an estate tax1 charitable deduction for the gift’s full value.

Permanent link to this article: http://www.famfi.org/donation/hello/creative-ways-to-give/

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