Financial Planning

Giving, as a spiritual law, is an act of appreciation for all we receive. As we give and receive, we have a prosperous influence on the world.

Our gifts help the Center plan, budget, and implement its spiritual and educational programs.

How to Give

A meaningful gift to New Thought Unity Center usually includes two considerations: what impact the donor wishes to have on the Center, and how best to make your gift – when, with what assets, and in conjunction with what other personal and financial considerations. Your gift plan may be outright, it may include an income stream for yourself and/or loved ones, it may be testamentary, or it may include a combination of components in order to best achieve your planning goals.

Many significant gifts are made from assets rather than income. Thoughtful asset allocation, whether during your working years, in retirement, or in your estate plan, invites an equally thoughtful consideration of tax-wise asset allocation.

Phone or e-mail us with any questions you or your advisors may have. We would be pleased to help you discover the best way for you to support New Thought Unity Center with a gift that fits your interests, both philanthropic and personal.