PLANNED GIVING

WHATEVER YOUR REASON FOR DONATING AND HOWEVER YOU CHOOSE TO MAKE YOUR DONATION, WE ARE GRATEFUL FOR YOUR SUPPORT

What is Planned Giving?

Planned Giving is a way of providing support to The Kimberly Moore Foundation. This allows philanthropic individuals, such as yourself, to potentially make larger gifts than you could make by writing a check.

 

Why is Planned Giving Important?

Planned Giving is important because it can help maximize what you can afford to give. For example, it can provide you with income tax and estate planning strategies which can potentially minimize your tax burden. In addition, it will provide support for the Kimberly Moore Foundation so it can continue impacting  future generations.

 

How Does Planned Giving Work?

 

  • “In Kind” gift (such as cars or houses) that make use of appreciated assets

  • Gifts that provide an income or other financial benefit to you after you make a contribution

  • Gifts that are paid after you pass away

 

Interest

  • I have sold something (such as a business) and have tax due this year

  • I will sell something and expect to owe tax

  • I currently pay too much tax

  • I want to convert to a ROTH this year

  • I have a IRA, 401(k),451, 403(B) or similar account that I would like to share with the Kimberly Moore Foundation

  • I have an old life insurance or annuity

  • I want a zero estate tax plan for my kids

  • I need a tax deduction this year for gifts in the future

  • I want to give something to the Kimberly Moore Foundation

  • I want to support the Kimberly Moore Foundation

  • I want to help, but don’t know how! Please work with me to discover what can be done!

 

 

Leave a Legacy

 

  • Leave a gift in your will and help us achieve great change in the community for many generations to come. By remembering the Kimberly Moore Foundation in this way, you're ensuring that the good work we do lives on.

 

 

CONTACT US TODAY!
LEARN HOW YOU CAN DO WELL BY DOING GOOD!

Our charitable planning department is headed by Jim and Lorraine Conaway of "Conaway and Conaway".

 

Conaway & Conaway is a wealth preservation management firm that provides comprehensive financial advice, retirement planning, insurance, and investment strategies. As an independent firm we create personalized recommendations on the unique wants and needs of our clients. The Six Step “Clarity Curve” is a process we use to identify, create, and implement custom strategies for your specific and personal situation. The alignment of a professional team, your assets, cash flow, and tax will help position you to potentially achieve what is important to you.  

 

To Learn more visit their website at: www.conawayandconaway.com

 

For questions contact: James Conaway , Lorrain Conaway at: info@conawayandconaway.com

©2014 The Kimberly Moore Foundation is a 501 (c)(3) nonprofit recognized by the IRS, and all donations to the Kimberly Moore Foundation  are tax-deductible in accordance with IRS regulations.

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