Planned Giving

Bequest

A bequest is one of the easiest gifts to make. With the help of an attorney, your estate plan or will can specify a gift to the CMH Foundation. You also can make a bequest using a beneficiary designation form.

IRA Rollover

If you are 70½ or older, your IRA charitable rollover can help continue our work and benefit this year. Contact your IRA plan administrator to make a gift from your IRA to us and for more information.

Beneficiary Designation Gifts

A beneficiary designation gift is a simple and affordable way to make a gift to support the CMH Foundation. You can designate the Foundation as a beneficiary of a retirement, investment account, bank account or life insurance policy. Contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.

Charitable Gift Annuity

The charitable gift annuity program is a strategic donation method wherein you contribute to the CMH Foundation. In return, you or a designated beneficiary receive a fixed income for the rest of your life. You will also be eligible for various tax breaks depending on the type of donation you make. Contact your wealth advisor for more information.

Charitable Remainder Trust

Choose to receive an income from the distribution of the non-income-producing assets you placed into the trust first. You'll also receive a charitable donation tax deduction for the present value of the remaining assets earmarked for the charity. Your chosen charity receives the rest of the assets at the end of the term or upon your death. Contact your wealth advisor for more information.