Making a planned gift to the Los Alamos Family Council allows you to invest in the future of affordable mental health services in Los Alamos. Review the information below as you consider establishing your gift, and contact us with any questions about how we can help you accomplish your future charitable objectives.

Who can make a planned gift? Anyone can make a planned gift if they want to! You can give assets like IRAs, securities, real estate, insurance benefits, and cash. A planned gift isn’t a minimum amount or anything complex – it’s just a plan to direct assets towards the programs you already appreciate. Bequests to the Los Alamos Family Council are exempt from estate taxes.

How will my planned gift be used? A planned gift to Los Alamos Family Council can be directed to support any of our programs or to enable the organization to address the most pressing need. The giver can determine how their gift is used.

When should I include the gift in my estate plan? Each time you draft or update your will or estate plan, you may want to consider charitable giving. Your finanical or legal advisor can provide professional guidance related to your specific estate, beneficiaries, income goals, taxes, and other considerations.

How do I plan an estate gift? Call your financial advisor, estate planner, or Los Alamos Family Council.

How do I notify Los Alamos Family Council of my planned gift? Once you have made provisions for naming the Los Alamos Family Council as a beneficiary, please contact us or submit a Bequest Intention Form to clarify your commitment and communicate your wishes. If you would like to see the impact of your philanthropy during your lifetime, plan your gift to occur during prior to your estate. You can further contribute within your estate if you wish.

All contributions represent an irrovocable contribution to Los Alamos Family Council.


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