Planned Giving Home

Welcome to the National Association of Watch & Clock Collectors
Planned Giving

What footprints will you leave behind? Everyone leaves footprints. They are made by the positive impressions our lives leave on others. Thoughtful estate planning and making a will are means that we have to make a print in the sand, to help others recall our values. Have you made your will? Do not risk having the courts decide how your estate will be distributed.

One way to leave a thoughtful footprint is to sign a new or updated will. We can provide you with a Will and Trust Planning Guide to help you protect your estate and family. Please call me, Steve Humphrey at 717.684.8261 ext. 209 or reply to this e-mail shumphrey@nawcc.org with "Wills Kit" as your subject. We will promptly send you a helpful Wills Kit. For help in understanding wills and estate planning, you may also view the "Wills Guide" video series highlighted on the left side of this page.

If you are looking to increase your income, positively impact your estate and protect your loved ones, you may want to consider a charitable gift annuity or other planned giving instrument. You can learn more about these on this website or call us to assist you. There is even a "Create Your Plan" calculator available to help you consider various alternatives.

Benefits for Family and National Association of Watch & Clock Collectors

There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. You might start by meeting these friends. Just click on the picture and you can view each illustrative story.

Part Gift and Part Sale
Sue and Jim Wilson bought their first home many years ago. As they were landscaping in the yard, painting and fixing up that home, Jim was impressed with the home improvement store. More on Part Gift and Part Sale >>.

Current Gifts
As is the case with many families, there are times each year when Jim and Sharon focus their attention on gift giving. For years, they have created a gift list that includes family members, friends and loved ones. More on Current Gifts >>.

Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>.

Deferred Gift Annuity
Several years ago Larry and Allison invested $30,000 in what they believed to be an attractive stock. It turned out to be a very wise decision, because the value of the stock increased to $100,000 a few years later. More on Deferred Gift Annuity >>.

Steps to Wise Giving

There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.

Steve Humphrey
Executive Director

Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.

Professional Advisors

We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact shumphrey@nawcc.org.

If you are a professional advisor, you may take the following steps on this site.