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Creative Ways to Promote Liberty
We are delighted that you have visited our website. Our hope is to serve you and your family with helpful information. We have an increasing number of friends who now are benefiting from life income gifts, gift annuities and other plans. Thank you for taking the time to explore the varieties of ways you could create a charitable gift to benefit you, your family and the Mises Institute.
| Personal Planner | Perils of Probate
 Business Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many persons appeared claiming "I am Business Owner's heir" and submitted wills with themselves as beneficiaries. More ... |
Benefits For Your Family and the Cause of Freedom
There are several types of plans that provide wonderful benefits for donors. Many families have enjoyed increased income and generous tax savings by making such gifts. You might start by meeting these friends. Just click on the picture and you can view each story.
 | Bequests for Scholarships
Joe and Anna have been faithful supporters of Ludwig von Mises Institute. They believe it is important to support and encourage the free market and, in particular, the Austrian School by providing scholarships to motivated students to attend Mises University. More on Bequests for Scholarships >>. |
 | Tax-Free Sale
Gene and Carol White were age 55 when they purchased some development land outside of town. They thought it would be a good investment that they could later sell for a higher price. They have owned the property for 10 years and now would like to sell. More on Tax-Free Sale >>. |
 | Sale and Unitrust
Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. Gene and Carol do not want Uncle Sam taking much of what they have worked for their entire career. They are looking for a way to provide for their family, to provide for the causes they believe in (like the Mises Institute), and to disinherit Uncle Sam. More on Sale and Unitrust >>. |
 | The Retirement Unitrust
Mary Friendly grew up on a farm. When her parents passed away, she inherited the farm. When Mary was growing up, the farm was out in the country. The city now has grown until the farm is now within the city limits. Several developers would like to build homes on the farmland. More on The Retirement Unitrust >>. |
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
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Thanks very much for visiting us! I would be very pleased to help you. Simply click here to email me at your convenience.
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James W. Fogal, CFP®
Director of Development
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Professional Advisors
We also have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We also are always available to assist in helping you provide clients with clear and understandable gift illustrations. If you would like assistance with a gift illustration, please contact james@mises.org.
If you are a professional advisor, you may take the following steps on this site.
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