Balancing Family and Giving
2 Ways to Make an Impact
Despite the hardships many of us have faced the past year, many people still want to make a difference where they can. But balancing your family’s needs with your desire to help can be difficult.
Luckily, there is a solution: consider making a gift for the future. Many of these gifts don’t require you to part with assets today, ensuring your family has what they need now while also allowing you to make an impact on the future of MultiCare.
Here are a few simple ways you can support a MultiCare program or foundation without parting with assets today:
- Include MultiCare in your will or trust. This is an easy and flexible way to extend your support. You can give a specific amount or leave a percentage of your estate. As little as one sentence in your will is all it takes to complete your gift.
- Name MultiCare as a beneficiary of your retirement plan assets. To make this tax-wise gift, simply contact your plan administrator to request a change-of-beneficiary form or log onto their website to update your beneficiaries.
Be Part of Our Future
When you include a gift to MultiCare in your estate plan, you ensure we can continue our work far into the future. Contact our gift planning team at email@example.com or 253-403-3093 to learn more about the impact your gift can make at a MultiCare program or foundation or request language you can use to include us in your will.
Get started now
Prepare for your meeting with Thompson & Associates using our free personal estate planning kit to maximize your time. It will help you inventory your assets and consider the goals you want to accomplish with your estate plan.Download a free personal estate planning kit