“4 Steps to Get Started with Your Planned Gift”

You can Leave a Long-remembered legacy

Do you want to make sure your affairs are in order?

Is it important to you that your family know your wishes?

Do you want to leave something for the causes you care about…like Meher Mount?

Looking for a place to start?

Kickstart your planning with the the tips in this eBook, “4 Steps to Get Started with Your Planned Gift.”

In this eBook you’ll learn:

• Questions to help you clarify your goals

• What is a planned gift

• The benefits of planning now

• Easy ways to make a future gift

These steps will help you be prepared to begin your discussions with your financial professional.

Download your free eBook “4 Steps to Get Stared with a Planned Gift” to kickstart your planning and putting your affairs in order. Then determine how you want to make a difference and leave a lasting legacy.

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