Through a planned gift you assist Albertina Kerr Centers in working with children who have extraordinary emotional or mental health challenges, individuals with developmental disabilities and their families—creating new possibilities for a better life.
A planned gift is a current or deferred financial gift which is usually funded from assets such as cash, stock and securities, insurance or real estate, or through several other opportunities in wills and trusts. Albertina Kerr Centers Foundation offers planning for:
- Gifts of stocks or securities
- Gifts of real estate
- Gifts of life insurance
- Gifts of retirement assets
- Charitable gift annuities
- Charitable remainder trusts
- Charitable lead trusts
The Albertina Kerr Centers Foundation staff is qualified to offer additional services for individuals, couples, attorneys and estate planning professionals.
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Free estate planning news service
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Review of your charitable objectives
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Personal and confidential gift planning
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Gift benefit calculations
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Professional referrals
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Personal tours of our programs
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Educational seminars
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Speakers for civic groups and clubs
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Accurate and timely tax reporting
In order to assist you in planning your estate, we have listed some particular features of planned giving opportunities on the following pages. We hope that this material will be of interest to you.