Planned Gifts – benefit you, your family, and AFM now and in the future.
A will is a legal document that provides instruction for the disposition of your assets upon death or incapacity and provides for an expression of your values and legacy. Download a helpful fill-in-the-blank document that will assist you in organizing your estate planning.
CHARITABLE GIFT ANNUITIES (CGA)
A CGA is a contract between you and AFM. In return for a transfer of cash, stocks, or other assets AFM agrees to pay a fixed amount of money to one or two individuals for their life time.
To begin your planned gift, please call the Planned Giving Specialist at 800-937-4236.