Be Charitable With Cryptocurrency

Bitcoin isn’t for everyone. But if you invested in Bitcoin or other virtual currency prior to Jan. 1, 2021, it’s likely worth a lot more than you paid for it. Despite recent market volatility, Bitcoin is still one of the best-performing... Read More

Use Farm Equipment to Make a Gift to Mayo Clinic

Making a gift of farm machinery can be a smart way to provide you with income for retirement, avoid paying ordinary income tax, and ensure that the research discoveries and lifesaving care we provide at Mayo Clinic continue in the future.... Read More

So Long, 2022! Celebrate With Tax Savings

As you get ready to toast the new year, consider these smart ways to wrap up 2022 on a financial high note. Not only can you save on your taxes, but you can also make a huge impact at Mayo Clinic. C ontribute appreciated stock instead of cash. If you... Read More

Save Heartache With This 1 Step

Think about how many places you have money saved. They may include: Checking accounts Insurance policies Retirement plans Now ask yourself: When I set up these accounts, did I remember to add a beneficiary? If so, did I tell that person? Naming a... Read More

5 Steps to Protect Your Family and Your Assets

Make a Plan That Reflects What Matters to You

If you have put off writing your will or deciding who gets your belongings when you’re gone, you are not alone. Face it, estate planning can seem like a chore. But — as with paying the bills or cleaning the house — it feels great when... Read More

Charitable Gift Annuity

Gifts That Pay You Income

There’s a way for you to support Mayo Clinic and feel confident that you have dependable income in your retirement years. You can do this with a charitable gift annuity. Establishing a charitable gift annuity with Mayo Clinic allows you to... Read More

Bequest Language for a Gift In Your Will

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be... Read More