What is planned giving?

Welcome to the premier source of basic information on TOMAGWA’s Planned Giving program: 

Planned Giving Flyer

List of Charitable/Planned Gift Options

Start your planned giving journey by completing our Planned Giving and Community Shield survey! 

Send an email to Legacy@tomagwa.org and in return we the development team at TOMAGWA will send you the link to the survey!

As you prayerfully contemplate giving TOMAGWA a planned gift, hold the following questions in your prayers: 

1. Do I have enough to live on for the rest of my life? 

2. How much should I leave to my heirs?

3. Would I rather my executor or trustee write a check from my estate to the IRS or to my favorite charities? 

We the development team at TOMAGWA will protect your rights as a donor by adhering to the Donor Bill of Rights created by the Association of Fundraising Professionals (AFP), the Association of Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE), and the Giving Institute: Leading Consultants to Non-Profits.

Donor Bill of Rights

If you don’t already have financial and legal advising for your planned gift, check out Lori Klein with Klein Management and our other referral financial and legal advisors!

Financial and Legal Advisor Referrals List

To help the development team at TOMAGWA ensure that we can accept any planned gift you might give, please look over TOMAGWA’s gift policy!

TOMAGWA’s Gift Policy

Please send an email to Legacy@tomagwa.org if you are interested in giving TOMAGWA a planned gift so we can schedule a meeting with you and your regular financial and legal advisor(s) or referral financial and legal advisor(s)!

Fill out the following estate intention form and bring it to the meeting!

Estate Intention for TOMAGWA & Community Shield Membership Form

As soon as you have finalized your planned gift, you automatically qualify for membership in TOMAGWA’s Legacy Society, Community Shield! Click on the link below to be taken to the Community Shield page for more information.

"For where your treasure is, there your heart will be also." -Matthew 6:21