More companies are giving their retirees the option to manage their own retirement assets. Mission will help you evaluate the options available and will provide professional administration and investment management as trustee for rollovers. Numerous tax advantaged alternatives exist in making gifts that meet the needs and desires of both donors and recipient charities. These alternatives include cash gifts, gifts of securities or other marketable assets, gift annuities, charitable remainder trusts, pooled income funds, and more. Mission can assist you in evaluating which are best suited to your individual needs.
Mission also is available to consult with charities for evaluation of a specific donor's needs.
Professional trust administration provided by Mission will instill confidence in donors and charities that each of their special interests will be recognized and considered.