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Welcome to Marquette County Community Foundation Planned Giving Have we got a New Year's Resolution for you! Are you one of the 70% or one of the 30%?  About 70% of Americans have no will. Of those that do, about 70% have outdated wills.  Without a Will, the State will ?make? one for you.  You and your family won?t like what it says.  Have you made your will? Now may be a great time to sign a new or updated will.  We can provide you with a Will and Trust Planning Guide to help you protect your estate and family.  Please call 906-226-7666  or reply to this e-mail with ?Wills Kit? as your subject.  We will promptly send you a helpful Wills Kit.  For a great introduction to wills and estate planning, you may also view the ?Wills Guide? video on our website. Don't hesitate; contact us today! Personal Planner Integrity and Initiative Barbara and Allen were talking about their three children. They are empty nesters and the three children are off making their way in the world. More ... Benefits for Family and Marquette County Community Foundation There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each story. 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 >>. Gift Annuity for Real Estate Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000. Jonathan's wife of 45 years recently passed away. More on Gift Annuity for Real Estate >>. A Bequest to Save Taxes Thomas Merrick was a widower who had a great love for our organization. As an individual who had directly benefited from our work, Thomas wanted to thank us with a gift from his estate. More on A Bequest to Save Taxes >>. Steps to Wise Giving There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process. View the donor stories. View a personal color story for yourself. Read the Personal Planner. View the Personal Finance Note for this week. Learn about personal finance news. Meet our planned giving staff. We are here to help you. Sign up for our free weekly personal finance newsletter. Dr. Carole L. Touchinski, CFRM Executive Director Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience. Professional Advisors We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact caroletouchinski@charterinternet.com. If you are a professional advisor, you may take the following steps on this site. View the latest charitable tax news. Research charitable tax questions. Calculate a charitable deduction. Sign up for the free weekly charitable tax e-newsletter. © Copyright 1999-2010 Crescendo Interactive, Inc.