Estate Information - YOU CAN LEAVE A LEGACY

  1. Prepare a will and include a charitable request.  Your request can be an outright gift of money or property, a percentage of your estate, or remainder of your estate after gifts are made to your family.

  2. Use your retirement plan.  Fill out a simple change of beneficiary form.  Name Fargo Union Mission, Inc. as the beneficiary of your tax deferred IRA or 401(k) retirement plan.  You live on the money in retirement.  Whatever is left at the time of your death benefits our ministry.

  3. Use your bank accounts.  A change of beneficiary form can name the Fargo Union Mission, Inc. as beneficiary of your checking and savings accounts.  Again, the money remains yours during your lifetime.

  4. Leverage your life insurance policy.  You can name a charity as beneficiary of all or part of the policy proceeds.

  5. Transfer stocks and mutual funds.  By making gifts of stocks, bonds, mutual funds and other securities that have increased in value, you can bypass capital gains tax that would be due on a sale. 

 

See your attorney about your legacy.  Help yourself, your loved ones and the Fargo Union Mission.  Together we can minister to homeless men, women and children in our community.  For more information, call Dan Danielson at 701-235-4453 or email us at newlife@fargonlc.org

 



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New Life Center  ●  1902 3rd Ave N  ●  P.O. Box 1067  ●  Fargo, ND 58107  ●  (701) 235-4453
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