Your gift of securities, real estate, or other assets can make a meaningful difference in someone else's life and potentially bring you tax and other benefits.

A cash gift from you is a way to bless individual lives immediately through carefully chosen programs that are influencing the world around us. Not only will your gift help others, but it may bring you tax and other benefits.

1. Go to the LDS Philanthropies donations page (click here) and complete Steps 1 through 4
2. On Step 2, be sure to select “Check or Money Order” under “Payment Options.”
3. Print the summary page and mail a copy with your check or money order (United States dollars preferred)* to:

• Name
• Mailing address
• Telephone number

• Debit or credit card
• Monthly bank withdrawal

Often referred to as gifts that give back, each type of life income gift can be an integral part of your overall financial plan. Each can provide income tax and estate tax advantages. The life income stream to you or your loved ones can be tailored to your individual needs. Our professional staff can answer questions about drafting documents, choosing a trustee, and determining what assets are appropriate for use in each type of life income gift.

A carefully prepared will or living trust as part of your estate plan is the best way to ensure that your heirs are provided for in the way that you intend. It is also one of the simplest ways to make a gift while keeping all your assets available during life in case your circumstances and needs change. Your professional advisors and our professional staff can assist you in proper preparation of the appropriate documents.

Planning for the larger estate can be both complex and fulfilling. By necessity, it involves the help of your financial and legal advisors to address specific needs relating to your financial position and the creation of your family legacy. Proper planning can also provide ways for you to create a “social legacy,” a way of influencing humanity and passing to your heirs the values that made you what you are. Several charitable tools are available to assist you in the creation of your social legacy and can also provide great financial benefits.