Are you looking for a simple, convenient way to make a gift to charity this year without dipping into your checking or savings account?  If you are over 70 1/2, you can transfer up to $100,000 from your IRA to charity in 2009 without paying any federal income tax.  Your gift can be made simply by notifying your IRA plan custodian of your intent to make a current transfer to us or another charitable organization.  And you will feel good knowing that you were able to make a simple easy gift from your IRA this year.  For more information on how to make an IRA rollover gift in 2009, please contact us. 

Personal Planner

Trusts To Protect Children Trusts are an excellent way to provide for the support and care of children while protecting them. Two important reasons to create a trust are to care for minor children or for a special needs child. More ...

	"Seven Ways to Leave Retirement Benefits To Charity" Presenter - Salvatore J. LaMendola, JD, CPA, Giarmarco, Mullins & Horton, PC, Attorneys and Counselors At Law.
	"Gifts of Life Insurance to Charity" Presenter - David R. de Reyna, JD, LL.M., Kotz, Sangster, Wysocki and Berg, PC, A Michigan Law Firm.
	"Identifying One's Gifting Capacity During Lifetime - Effective Wealth Planning and Gifting Strategies" Presenters - Joseph Saker, MBA and Tara C. Thompson, CFA, CFP, Alliance Berstein Global Wealth Management.

Current Gifts As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

A Bequest to Further Good Work Nancy and David Atkins were dedicated volunteers. Over the years, they had seen many individuals impacted by the good work of our organization. They wanted to create a legacy to provide future support to continue our mission. More on A Bequest to Further Good Work >>.

Deferred Gift Annuity Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Major IRA Gift Tom is a retired CPA. With good investments, his IRA had grown to become over 80% of his total estate. Tom was looking for a way to rebalance his estate. He wanted to make a major gift to charity, but needed to protect his home and personal savings. More on Major IRA Gift >>.

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Wally Savage Director of Planned/Major Gifts Monroe & Wayne Counties Phone: 248.361.1062

Ruth Stoel Gift Planning Specialist Metro Detroit Area Phone: 248.808.2091

Charna Boquette Gift Planning Specialist Washtenaw, Livingston, Lenawee, and Hillsdale County Phone: 248.361.1255

Douglas Speck Gift Planning Specialist Northern Michigan Area Phone: 810.210.7967

Ellen Schmidt Estate and Legacy Specialist Phone: 248.443.5500 ext. 335

Mary Kraft Gift Planning Specialist Norhtern Oakland County Phone: 248.200.4369

Jason Hale Gift Planning Specialist Southern Oakland County Phone: 248.941.9230

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