Individual Giving

Individual direct gifts

A direct gift is a donation from your current income and/or assets to Southern Mutual Help Association. For example, a check or gift of stock to the Sister Anne Catherine Bizalion Endowment Fund would be considered a direct gift. There are other assets you can donate to SMHA; please contact a professional financial advisor before making such a gift.

Individual Planned Gifts

A planned gift is a donation to SMHA during your lifetime and/or after your death. Planned gifts are typically decided on while planning your estate. It's an option available to donors of any income level. Planned gifts allow you to make larger donations than would be possible from your current income and assets. It is possible to establish a planned gift that will reduce your capital gains or estate taxes.

The most common types of planned gifts include Charitable Remainder Trusts, Charitable Lead Trusts, Charitable Bequests, and Beneficiary Designations. At this time, SMHA is accepting the following:

• Charitable Bequests: A gift to SMHA from your estate through a will or living trust. For example, you can leave a paid life insurance policy, cash, a percentage of your estate, or stocks and bonds to Southern Mutual.
• Beneficiary Designations: You designate SMHA as the beneficiary of your life insurance or retirement plan.

If you are interested in making any of the above planned gifts to Southern Mutual, please contact your professional financial advisor.



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