gift planning

There are many ways to plan your gift to Edmundite Southern Missions. The best choice for you will depend upon your unique circumstances. Although most gift plans are applicable no matter your age, here are some gift options our generous donors have used at different stages in their lives.

Ages of giving

There are many ways to plan your gift to Edmundite Southern Missions. The best choice for you will depend upon your unique circumstances. Although most gift plans are applicable no matter your age, here are some gift options our generous donors have used at different stages in their lives.

Ages of giving

 Donors in age range 40-54 have found these gifts appealing

  • Outright Gift of Cash – Your gift provides immediate support for the Edmundite Southern Missions and you receive the maximum income tax deduction.
  • Gift in Your Will – Including a contribution in your will or estate plan is a great way to provide for the future of Edmundite Southern Missions and, if your situation changes, you can change you gift at any time.
  • Beneficiary Designations – It can be easy as filling out a form with your bank or other financial institution directing a contribution to be made at the end of your lifetime.


 Donors in age range 55-69 have found these gifts appealing

  • Outright Gift of Appreciated Securities – You can avoid capital gains taxes with a gift of appreciated securities and receive the maximum income tax deduction too.
  • Donor Advised Fund – Perhaps you have created a donor advised fund to manage your charitable giving. If so, you can recommend distributions to Edmundite Southern Missions.
  • Deferred Gift Annuity – This gift plan allows you to make a contribution now and, beginning at a time of your choosing, receive payments as a result.

 Donors in age range 70+ have found these gifts appealing

  • Gift from Retirement Account – If you are over age 70½ you can make a contribution from your retirement account and completely avoid the income tax that you would have paid on a withdrawal.
  • Gift of Life insurance – Perhaps you have a life insurance policy that you purchased years ago, but you no longer need. You can contribute that policy to Edmundite Southern Missions.
  • Charitable Remainder Trust – Highly appreciated assets that provide a disappointing level of income can be a challenge because of the capital gains tax if they are sold. A charitable remainder trust can allow you receive more income, avoid the capital gains tax.

The best gift options for you will depend upon many factors. We would be happy to work with you and your advisors to craft a charitable gift plan that meets your needs and allows you to join us helping the poor and the hungry in our community

If you are advising a client who is considering a planned gift or bequest to Edmundite Southern Missions, we welcome the opportunity to work with you in helping your client. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Here is some basic information about our organization:

legal name

All charitable gifts should be directed to “Edmundite Southern Missions, a Alabama 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 63-0302130.”

tax I.D. Number

Edmundite Southern Missions's Tax ID number is 63-0302130.

Consistent with safeguarding its own interests, Edmundite Southern Missions tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. 

BEQUEST WORDING

We provide a guide for bequest language for donors. Click here to view. This is intended to help you and your attorney in drafting a bequest that satisfies your individual interests.

legal name

All charitable gifts should be directed to “Edmundite Southern Missions, a Alabama 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 63-0302130.”

tax I.D. Number

Edmundite Southern Missions's Tax ID number is 63-0302130.

Consistent with safeguarding its own interests, Edmundite Southern Missions tries to make arranging a gift for the organization’s benefit as easy as possible, and we strive to honor the intentions of all our donors. 

BEQUEST WORDING

We provide a guide for bequest language for donors. Click here to view. This is intended to help you and your attorney in drafting a bequest that satisfies your individual interests.

If one of your clients arranges an estate gift for the benefit of Edmundite Missions, we would very much appreciate knowing about the gift, both so we can express our sincere gratitude and – as noted above – so we can make sure we will be able to fulfill the donor’s wishes. Of course, we respect the fact that in some cases donors prefer to remain anonymous.Still, if you are willing to serve as an intermediary, a client of yours can share information about his or her plans without divulging his or her identity.

The confidential form that can be used in notifying Edmundite Southern Missions that an estate gift has been arranged for the foundation's benefit. 


Finally, we want to be of assistance to you in any way we can, whether you are simply looking for general information about charitable giving, considering particular options on behalf of a particular client, or needing our cooperation in the administration of a bequest or other type of planned gift. 


Contact our planned giving office for information on gift strategies that can help you support Edmundite Southern Missions and provide significant benefits to you and your family. 


Office of Gift Planning
334-872-2359
888-540-7722
giftplanning@edmunditemissions.org