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- Planned Giving
Your Legacy of Giving
Including McLean in your long-term plans is a wonderful way to leave an enduring legacy and provide critical support for our mission. Legacy gifts are recognized and celebrated through The Senator McLean Legacy Society.
Did you know there are creative ways to support McLean? Ways in which McLean, you, and your loved ones all benefit at the same time?
Such giving techniques are called "planned gifts," because with thoughtful planning, you will help sustain McLean's commitment to caring for our community while providing for your family.
Name McLean in Your Will or Trust
Make us part of your family. A gift through your will or trust is the easiest gift you can make today.
- Learn More →
- Here's the language to use in your will or trust.
- Or use a simple codicil [PDF, DOC] to modify your will or trust.
Stocks and Investment Accounts: You've Planned for the Future
You receive an income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
Retirement Accounts: A Wise Charitable Gift
You can make a significant gift to McLean with retirement plan assets such as IRAs, 401(K)s and 403(B)s without adverse effects to your lifetime finances.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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