A lasting difference!

What are planned gifts and legacies?

Most simply, they are a way for you to make a contribution to NEW Community Clinic in the future that could result in both financial and tax benefits today.

Why do this?

There are many benefits to making a planned gift to the NEW Community Clinic. In doing so you can:

•   Possibly increase your current income
•   Continue to provide for your heirs
•   Support the NEWCC
•   Avoid capital gains tax
•   Reduce or avoid estate taxes
•   Provide for retirement income

Methods of Planned Giving

Bequests: An easy changeable choice. You can leave cash, securities or any other real property.

Gift of Life Insurance: Make the NEWCC the beneficiary and wrtie off your premium.

Charitable Trusts: Set up a trust to make payments to the NEWCC for a number of years. A good choice to leave as much as possible to your family and pay as little gift and estate tax as possible. 

For questions and additional information contact Paul Miller, ChFC , of Miller Financial/Insurance Services at 920-338-8060 or a Financial agent or advisor of your choice.

Miller will donate his fees to the clinic.