PLANNED GIVING

Rowan Helping Ministries can help you and your financial advisers develop a planned gift that meets your philanthropic and financial goals. A planned gift is one that is originated during your lifetime but not available to Rowan Helping Ministries until after your death or some other later event.

Types of Planned Gifts

Bequest

A gift from your will (or from a trust) allows you to make a future gift to your fund at Rowan Helping Ministries. This is the simplest way to provide for your community and may reduce your estate tax liability. The sample bequest language below is provided to assist donors and their attorneys in making gifts to a fund at Rowan Helping Ministries. Please consult your attorney before executing a new will or a codicil to your existing will.

Specific Bequest

I give to ROWAN HELPING MINISTRIES, a North Carolina corporation, the sum of_______________ Dollars and no/ 100 ($_________.00), in cash or in kind, (could include a stated percentage or fraction of estate) to be used to create an endowed fund, known as the JOHN SMITH ENDOWED FUND, and used for the charitable objects and purposes as set forth in the Charter of Rowan Helping Ministries, which purposes are by this reference incorporated herein.

Residuary Bequest

I give to ROWAN HELPING MINISTRIES, a North Carolina corporation, the residue of my estate, to be used to create an endowed fund, known as the JANE SMITH ENDOWED FUND, and used for the charitable objects and purposes as set forth in the Charter of Rowan Helping Ministries, which purposes are by this reference incorporated herein

Retirement Plan Assets

Retirement plan assets may be ideal assets for use in meeting philanthropic goals because they can be subject to various layers of taxation upon death, including estate and income tax. Making a future gift of retirement plan assets to your fund at Rowan Helping Ministries may reduce your estate tax liability, while allowing you to leave to other beneficiaries (i.e., your descendants) assets that receive more favorable tax treatment.

Life Insurance Policies

You may use one or more life insurance policies to make a future gift to Rowan Helping Ministries. To use a life insurance policy to make a gift to Rowan Helping Ministries, you could name Rowan Helping Ministries as the beneficiary of a new or existing policy or transfer ownership of a new or existing policy to the Rowan Helping Ministries.

Non-Cash Assets

Rowan Helping Ministries has the capacity to evaluate and accept non-cash assets, including publicly traded securities, mutual funds, real property, and business interests.


Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Section at 919.807.2214. The license is not an endorsement by the State.