Planned Giving

The effect of your gift will go well beyond the ball fields and playing courts. Your influence will extend into the classrooms, family rooms and work environments. In these areas, athletes, due their participation in SOMA, have become more effective and productive family members, employees, and students. Your contribution can significantly advance SOMA's mission throughout the state.

What is the secret to making a gift that will provide the greatest benefit to you and SOMA athletes? Part of the answer lies in careful planning and good organization. The best plans are created by first, deciding what your goals are and second, determining how to accomplish your goals.

Planned gifts create opportunities for both SOMA and SOMA donors. Determining what gift is right for you is just as important as making the gift. There are a myriad of easy giving options from which you can choose - from naming SOMA as a beneficiary in your will to a more complex trust arrangement. Ultimately, the best plan for you will balance what you wish to accomplish for yourself, your family and your charitable interests in your overall estate and financial plans.

There are a variety of plans designed to ensure a gift will be put to the best possible use and fit your financial needs and objectives.

Consider one of several opportunities outlined below as you plan your own charitable gifts:

• Securities and Real Estate

• Tangible Personal Property * Bequests (Wills)

• Life Insurance

• Charitable Gift Annuity

• Charitable Remainder Trust

• Charitable Lead Trust

If you would like more information about gift planning options, please contact Danielle Corwin, 978-774-1501 ext. 217.