Planned Giving offers you a unique opportunity to establish a permanent relationship with Homefirst and at the same time make a gift with potential tax advantages and lifetime income. You can make a planned gift of stocks or bonds, insurance, real estate, retirement assets, cash, or other assets. A planned gift can be made through a will, a gift annuity, or a trust. Each choice has its own benefits and terms.
To learn more about the benefits of planned giving, please contact us at 908-753-4001.