Gift Planning

Newsletters

Download these PDF newsletters.

Fall 2004 Charitable Remainder Trust

Spring 2005 Gift Annuities

Fall 2005 Life Insurance

Spring 2006 Gift Annuities

Fall 2006 Your Will

Spring 2007 Estate Planning

Fall 2007 Estate Taxes

Spring 2008 Charitable Gift Annuities

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free copy of Acrobat Reader.

Gift Tools

The Foundation offers a variety of planned giving tools.  We help donors select the best tools to achieve their objectives in furthering the work of their church or other ministry.

Click for details on each of the Gift Tools.

• Charitable Gift Annuity

• Charitable Remainder Trusts

• Charitable Lead Trusts

• Donor Advised Funds

• Designated Gifts & Foundation Facilitated Gifts

• Life Estate Agreement

• Gift by Will or by Revocable Trust

Gifts of Property What a donor could give.

Timing Your Gifts When a donor should start giving.

Click here to learn more

Request Helpful Brochures

Click here for a map to locate us.    Follow our Blog Posts at: Loan Fund and Foundation

Updated 03/03/2010. Questions? Comments? Contact the webmaster at: sboultbee @ niumf. org (remove spaces)

1001 N. Western Ave., Suite D, Marion, IN 46952    

Telephone: 765.664.2327    Fax: 765.664.2598     Toll Free: 866.669.2327

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