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How To Leave a Legacy?

 

HOW TO LEAVE A LEGACY

As a donor, here are some of the things you can do NOW!

  1. Prepare a will. Only 50% of those who pass away have one. Without a will, you may lose control of your belongings.

  2. Leave a gift in your will for the non-profit and charitable organizations that made a difference in your life. Less than 6% of American households have included nonprofits in an estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite nonprofit.

  3. Leave a specific dollar amount or percentage of the assets in your will to a non-profit of your choice.

  4. Consider using assets for your charitable gift.

  5. Name a nonprofit of your choice as a beneficiary of your pension plan or IRA.

  6. Purchase a new life insurance policy naming your favorite non-profit as beneficiary.

  7. Name your favorite non-profit as the beneficiary of an existing life insurance policy.

  8. Remember loved ones with memorial gifts.

  9. Encourage family and friends to leave gifts to non-profits in their wills.

  10. Ask your financial advisor to include charitable giving as part of counsel to clients.


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