Imagine being able to help others in need without a large personal financial sacrifice.
Planned giving is a simple, effective way to make a big impact on the lives of others. Through a planned gift, you can gain tremendous tax benefits including tax-free income during your lifetime. This can be accomplished while meeting your charitable goals.
The planned giving section of the UPMC Altoona Foundation website is a convenient resource for the financial professional and donor alike. The Gift Illustrator easily demonstrates tax-advantaged ways to make an income-producing gift while helping others. Beyond the gift of cash or appreciated securities, life insurance policies are also an easy way to make a planned gift. For example, the addition of the UPMC Altoona Foundation as a beneficiary to an existing life insurance policy is a simple way to make a gift.
The UPMC Altoona Foundation is currently seeking gifts to support local patients with cancer, mothers whose pregnancies are affected by opioid use, teenagers suffering from diabetes, and heart patients of all ages. Your planned gift will make a difference in the lives of members of your local community.
Please visit the UPMC Altoona Foundation website at www.upmcaltoonafoundation.org and click on How to Give; then click on Planned Giving Page and you can read more about Planned Giving. The site contains a simple-to-use gift illustrator.
You may contact Tim Balconi at 814-889-6744 or firstname.lastname@example.org to learn more about how your planned gift can make a difference in someone’s life.