Cash

You can make a gift of cash though a bequest in your will. This is the easiest gift to make. Simply instruct  your Attorney to
include a provision for  “Heros In Fidelis Foundation”  in a new or revised will ,or you my instruct him to add a codicil to an
existing will. Always review any change of your will with your planned executor.

Securities.

There are certain Tax breaks available when you make a gift of Appreciated securities that you have owned for more than One year.

 

 

We at “Heros in Fidelis Foundation” are not able to give financial advice , however you may contact Notre Dame FCU on any financial and banking matters. We strongly suggest discussing this with you estate planner and a licensed certified public accountant.

 

 

 

 

 

 

 

No one has ever become poor by Giving” – Anne Frank.