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![leaving a legacy with [CompanyName]](/assets/images/slider-02.jpg)
Planned Giving
How will you leave a legacy?
Learn how leaving a legacy with [CompanyName] can help support the causes you care about while continuing to meet your current financial needs.
Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support [CompanyName], secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including [CompanyName] in your will or trust, naming [CompanyNickname] as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support [CompanyNickname] for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
Request a confidential, no-obligation conversation to get started.
Get in touch with usJoin [LegacySocietyName]
When you make a gift to [CompanyName] from your will or trust, you'll be welcomed into [LegacySocietyName] and join other supporters and friends of our important mission. Is [CompanyName] already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
How to Give
Not only do you have options for how your gift to [CompanyName] will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
General Bequest
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. Choose the one that best fits your needs and intentions.
Learn More about Gifts From Your WillCharitable Gift Annuity
Fixed Payments for Life
Support our mission and receive fixed payments for life with a charitable gift annuity. This simple contract benefits you and our organization.
Learn More about Charitable Gift AnnuitiesDonor-Advised Fund
Flexible Giving Account
Recommend grants to support our mission from your donor-advised fund. Enjoy immediate tax benefits and the flexibility to give when it works for you.
Learn More about Donor-Advised FundIRA Charitable Rollover
Tax-Free Gifts From Your IRA
If you are 70 1/2 or older, you can make a tax-free gift from your IRA to support our mission. This gift can satisfy your required minimum distribution.
Learn More about IRA Charitable RolloverLife Insurance
Gift of Life Insurance
Name our organization as a beneficiary of your life insurance policy and make a significant impact with a simple designation.
Learn More about Gift of Life InsuranceReal Estate
Gift of Property
Donate real estate such as a home, vacation property, or land to support our mission and receive potential tax benefits.
Learn More about Gift of PropertyRetirement Assets
Gift of Retirement Assets
Designate our organization as a beneficiary of your retirement plan to support our mission and reduce potential taxes for your heirs.
Learn More about Gift of Retirement AssetsAppreciated Securities
Gift of Stock
Give appreciated stocks or mutual funds and potentially eliminate capital gains tax while supporting our mission.
Learn More about Gift of StockOther Options
Other Planned Giving Vehicles
There are many other ways to support [CompanyName] through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you.
Learn More Contact Us to Discuss Your Options