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Choosing the Best Gift

Planning ahead means so much. Let us help you leave a legacy.

Choosing the Best Gift

Planned Giving

One of the most important things you can do for yourself and those you care about is to thoughtfully plan your finances and estate.

No matter how little or great your net worth, proper planning is key to providing for your future financial needs and ensuring your assets are ultimately distributed as you intend.

When evaluating your objectives, consider integrating a charitable gift into your plans- both as an expression of your values and a means for supporting an organization that matters to you, like Goodwill Easter Seals Miami Valley.

Besides being personally satisfying, making a planned charitable gift can be financially sensible, too. Tax savings and, in some cases, guaranteed income are benefits you can enjoy, along with the knowledge that you’re helping others in need. Planned charitable gifts can take many forms, from securities to a bequest through your will.

Edgar Society Members

Mrs. Kenneth J. Arkenberg

Orena Boyer+

Mr. and Mrs. Robert E. Buerger

Ms. Shirly Fourman

Mr. Gregory Longacre

 

 

 

Gerald M. Miller

Hattie B. Mills+

Jean and Bob+ Penny

Kathy Rearick

Mary L. Shepherd+

 

 

Gladys H. Smith

Dorothy+ and Sherman+ Stryker

Mr. John N. Taylor, Jr.

Elizabeth+ and Raymond+ Wovries

(Deceased+)