ASSETS exists because we love our community. And, we believe that we can use business to transform our community for the better. Thank you for ensuring that ASSETS is able to serve more people in expanded programming this year with your support.
Would you like to see our mission sustain into the future? Become an ASSETS Agent today and set up a monthly donation! The reliable support of monthly donors ensures that we can continue to increase business ownership among underserved entrepreneurs and increase social enterprises focused on addressing poverty in our community.
Thank you for your love of this community and for your support of ASSETS work.
Planned & Legacy Giving
Through planned giving, you can make the most significant gift of your life and support our mission and our work at ASSETS as you achieve your overall financial, tax and estate planning goals.
Planned gifts are just that: gifts that require some planning. These are significant tools that can help you give more, in tax-smart ways, and can provide income to you along with your gift to ASSETS. Stretch the possibilities of your support to us with the advantages of planned giving.
ASSETS has partnered with Everence® to help you in exploring your planned giving options. Take a look at the various ways you can grow your generosity – today and into the future.
For more information, contact:
Tina Campbell, Interim Co-Executive Director at email@example.com or 717-393-6089, ext 223
Nikki Shingle at Nikki.firstname.lastname@example.org or 717-653-6662
Wills and legacy planning
Giving through your will is one of the easiest planned gifts to make. See how you can include giving to ASSETS as part of peace-of-mind planning in your will, trust and estate.
Donor advised fund
A donor advised fund is like a giving checking account. It’s a great tool to make gifts of appreciated assets such as stock, farm commodities, or real estate. Include ASSETS in your recommended charitable distributions or set up an account for a flexible, streamlined way to direct charitable gifts to us.
Make a gift that will also provide you and your family income. Set aside and direct your assets to ASSETS and to your heirs – or even back to you – in a way that best fits your needs.
Types of gifts
Discover new roads of generosity by making gifts of assets you may not have considered, such as stocks and bonds, real estate, life insurance, farm commodities, retirement assets, and even valuable collections.
Charitable gift annuities
Do you have savings you would like to give in the future, but you still need income from? A gift annuity is a gift planning option that lets you share your heart for ASSETS' mission, receive a tax deduction now, and also receive steady payments for life*.
Everence Charitable Services is administered by Mennonite Foundation and Everence Trust Company, affiliates of Everence.
*Gift annuity payments are dependent on the financial ability of the issuing entity to pay.
This information should be used only for preliminary guidance. Donors should consult their financial advisors, attorneys and accountants.