The following is a fictional story serving as an example of how you may easily use this giving vehicle to support our organization.
Transferable on Death (TOD) Gifts
Harold and Jeanne married after meeting at an event The Wilds Christian Association, Inc. held for our donors. They wanted to leave a legacy gift that would support our mission and ensure that we remain financially strong well into the future.Jeanne: We talked to our investment advisor about planning goals and explained that we wanted to support The Wilds Christian Association, Inc.. Our advisor suggested a simple solution naming The Wilds Christian Association, Inc. as a beneficiary of one of our mutual funds.
Harold: I like knowing that if I pass away, Jeanne will have enough to meet her needs. We both like knowing that The Wilds Christian Association, Inc. will receive the mutual fund after both of us pass away. We couldn't be happier with our giving strategy.
Is a transferable on death (TOD) gift right for you?
If you own stocks, bonds or mutual funds and would like to make a gift to leave a legacy and support The Wilds Christian Association, Inc., consider a transfer on death gifting strategy. If you have questions about transfer on death giving strategies, please contact us. We would be happy to assist you and answer any questions that you have.
*Please note: Since your benefits may be different, you may want to click here to view an example of your benefits.