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Estate Planning
There are many different ways to
make a lasting gift to Aldea Children and Family Services.
That is why Aldea is pleased to offer the services of
Thompson & Associates, a national leader in estate
plan consulting. Thompson’s representative, Bob
Hoffman, is available for confidential meetings, with
no expectation of a financial commitment to Aldea Children
&Family Services. While planned giving advisors traditionally
concentrate on the gift for the sponsoring charity, Thompson
&Associates focuses on the priorities and life circumstances
of the donor. Here’s what Thompson & Associates
can do for you:
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Clarify your estate goals and work with you to develop
a Personal Financial Philosophy that reflects your vision.
Provide and manage an action plan geared toward achieving
your expected estate outcomes.
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Compare your existing estate plan with Thompson’s
recommendations for you.
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Collaborate significantly with your present advisors
and work with them to accomplish your goals.
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Outline how you can potentially transfer more wealth
to your heirs by including a qualified non-
profit organization in your estate plan. Quantify the
amount that would otherwise go to taxes.
- Several
Aldea supporters have already met with Bob Hoffman,
and have great appreciation for his advice.
If
you have questions or would like to schedule a free, confidential
meeting with Bob Hoffman, please call Katie Bullard at
Aldea, (707-224-8266 ext. 637). You can be assured that
no financial products will be marketed and that there
is no obligation involved.
In-kind
Donations
Donations
in kind, either for use in our programs, by the families
we support or as auction items for our fundraiser are
welcome. While there are some limitations of what we can
accept, please feel free to contact
dgriffin@aldeainc.org if you have something that you
think might help us or those we serve.
Thank
you for your support!
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