Planned Giving

Planned Giving

You can use planned giving to support our mission to help military families. A planned gift is any major gift, made during your lifetime or at death, as part of your overall financial and/or estate planning. We have several options available for you to consider. To find out more information click the button below.

Any questions can also be directed to plannedgiving@azmam.org

 

Stocks and Securities

Military Assistance Mission accepts stock and other securities as charitable donations through our account with LPL Financial. To make a donation of any marketable securities, please download and complete the attached Stock Transfer Form and submit to:

Military Assistance Mission
17464 N 25th Ave Suite A-1
Phoenix AZ 85023

Bequest

We suggest the following language in order to make a bequest to Military Assistance Mission.

Sample Bequest Language for Wills:

Outright Bequest
I give [cash of $_________] or [specified property] to Military Assistance Mission
(EIN 45-4084403), to be used for its general purposes.

Gift to a Restricted Field of Interest
I give [cash of $__________] or [specified property] to Military Assistance Mission
(EIN 45-4084403) to be held and administered by Military Assistance Mission. Distributions shall be made annually in accordance with the Military Assistance Mission’s policies and guidelines.
Distributions shall be for the following charitable purpose(s):

[Examples: Wounded Heroes, Military children and or families, Reserve military]

Subject to the right of the Board of Directors of Military Assistance Mission to alter the foregoing designations in the event that any or all of them shall, by reason of changed conditions, become impossible of fulfillment,
impracticable or undesirable as determined by Military Assistance Mission’s Board of Directors.

Wills & Living Trusts

Trusts & wills are another option for planned giving. Your assets are not tied up now yet you may rest assured that they will benefit our military families in the future.

Annuities

A deferred annuity is an insurance investment used to give the holder a supplemental source of retirement income. It is possible to donate an annuity to a charity. Doing so requires adjusting either the owner or the beneficiary of the annuity. The insurance company issues the contract. The owner/holder receives payments during his/her lifetime and takes the tax liabilities. The beneficiaries receive the cash value upon the death of the annuitant. Donating the annuity may be attractive for tax or estate planning purposes.

Retirement Plans

You might be looking for ways to donate your retirement assets to Military Assistance Mission on a tax-free basis. There are some limitations that apply to donating these types of assets to charity,
not only to the type that can be gifted, but also to the individuals who are eligible and the type of charity to which the donation can be made.

 

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