Planned gifts, also known as deferred gifts, are set up during a person's life to be funded at a later date. Some planned giving can be accomplished through your personal estate plan, such as a bequest to a charity in a your will. The most important thing is to be sure you have a will that provides peace of mind for your loved ones first. Everyone -- no matter your wealth or family status -- needs at least a basic estate plan consisting of a will and advance directives (living will and health care power of attorney).
Having a will is essential to protect your assets and loved ones in case of your death.
A will --
● Expresses your wishes for how you would like your property distributed,
● Prevents property distribution from being made according to state law,
● Provides predictability for your surviving loved ones, and
● Supports your favorite charities beyond your lifetime.
Now, creating an estate plan can be done easily and at no cost.
Moore Free & Charitable Clinic has partnered with FreeWill to offer our supporters a free online will-writing tool. This is our gift to the community that has supported our work for nearly 20 years. Creating a customized, legally valid will can be completed in 20 to 30 minutes. You can even create a revocable living trust online or be referred to an attorney for complex estates.
Wills made using FreeWill are specifically tailored to meet the requirements of your state of residence. FreeWill has helped thousands of people create this vitally important document over the last few years. Over 1100 non-profits like us provide this tool to their supporters.
Take care of this important task now.
You can use this resource to go to FreeWill's secure site and create your will, or you can use it to document your wishes before finalizing your plans with an attorney.
Already have a will?
Have you already included a gift to Moore Free & Charitable Clinic in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.
Keep reading below about other types of online charitable gifts that can offer tax savings as well!
This information is general and not intended to give legal or tax advice. We encourage you to consult your professional advisors about your specific situation.
When it’s a LEGACY.
Planned gifts are a profound statement of support that
Do you have an IRA, 401(k), life insurance policy, or any other assets that are distributed after death through your beneficiary designations? If so, these are called non-probate assets and pass to the beneficiaries independent of a will. Click on the button below to update your account or policy beneficiaries, or designate a non-profit like us as a beneficiary of one or more of these assets. This is one of the easiest planned gifts to establish.
If you are age 70 1/2 or older, did you know you can directly transfer all or part of your annual required minimum distribution from your retirement account(s) to Moore Free & Charitable Clinic? This is know as a "qualified charitable distribution", and it can be accomplished easily by clicking below. The entire amount of the transfer* avoids being added to your adjusted gross income for tax purposes. Talk about a tax smart giving strategy!
*Transfers are limited to $100,000 per year per account owner
Did you know you can help support Moore Free & Charitable Clinic with gifts of stock? Click below to see how we make it easy for you to directly transfer shares of securities from your investment account. That way, you don't incur any capital gains tax AND you may receive a tax deduction. Our patients get to benefit from the full market value of the shares and you have the satisfaction of helping others. It's a win win!
Through FreeWill's partner, Crypto for Change, you can donate cryptocurrency. This is the only online tool that helps you donate cryptocurrency with no fee to you.
Through FreeWill, you can make grants through your existing donor advised fund (DAF). Click below to see how you can recommend grants from the DAF over your preferred time schedule.