Remembering Families Moving Forward as you’re making financial decisions can help ensure our sustainability well into the future. See below for ways you can support our families through planned giving and be sure to consult with your financial and legal advisors as you consider your options.
If you have any questions, please contact us via email at this link: development or 919-683-5878 ext 31.
Planned Giving –The Legacy Circle
By arranging for a bequest, a gift of insurance, or a charitable remainder trust, your generosity will go on to benefit homeless families for years to come. As you consider joining The Legacy Circle and naming Families Moving Forward in your life insurance policy, will, or trust, please consult your financial and legal advisors for guidance before contacting our Development staff.
Gifts of Stock
A planned gift of appreciated stock, bonds, or mutual funds can make a significant impact on our ability to fund our programs. Please first talk with your C.P.A., attorney, or financial planner.
Once you’re ready to donate your stocks, you will need to complete a transfer of securities form to ensure the successful transfer and acknowledgement of your gift. Click here for the Transfer of Securities Form, and send one completed copy to your broker and one copy to Families Moving Forward.