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The Rescue Mission serves the homeless and needy as a conduit of the generosity of compassionate people in Utica and the Mohawk Valley. As a partner in ministry during your lifetime, you help ensure that our services and recovery programs meet the needs of countless individuals. Because of your faithfulness and generosity, LIVES ARE CHANGED! Now, you can extend your support beyond your lifetime through a legacy gift.

Here are some of the simplest ways you can give:

Bequest through Your Will: You can make a bequest to Rescue Mission of Utica of a dollar amount, specific property, a percentage of your estate or the remainder of your estate after taking care of your loved ones.

Gift of Life Insurance: Making the Mission a beneficiary of part or all of a life insurance policy is a simple way to make a significant gift! You may receive a tax deduction for the cash surrender value reducing your income tax liability in the year of the gift.

Retirement Account: You may realize significant estate tax savings when you designate the Rescue Mission as a beneficiary. This is a tax-efficient way to make a gift because of the income tax savings and charitable deduction allowed your estate.

Gift of Appreciated Stock, Bonds or Mutual Funds: Appreciated stock, held more than one year, makes an excellent charitable gift. You could avoid capital gains taxes and receive a tax deduction for the value of the gift up to 30% of your contribution base. Bonds and mutual funds are similar to appreciated stock in their tax treatment. State, municipal and U.S. government bonds are welcomed.

Charitable Remainder Trust: Donors can select the rate of return from these income arrangements and also choose a fixed or fluctuating annual payment. Capital gains taxes can be avoided and you receive a tax deduction based on the age of the income recipient and the rate of return.

Legacy giving or planned giving allows you to help the Rescue Mission now and in the future. Multiple options are available for many different situations.

Legacy giving or planned giving can help you achieve some or all of the benefits below:
• Reduce your income taxes
• Avoid capital-gain tax
• Increase your spendable income
• Retain payments for life
• Achieve no-cost, worry-free asset management

Have you already remembered the Rescue Mission of Utica with a legacy gift?

Please let us know so we can say thank you! If not, please contact us to learn more by calling Debi Kenyon, Director of Development @ 315-735-1645 ext. 115 or by email at debi.kenyon@uticamission.org.


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