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The benefits of planned, or deferred giving.

The benefits of planned, or deferred giving.

Advantages for donors and our Foundation.

Planned gifts make it easier for both you and the Foundation to allocate resources for the future. Some gifts can provide a significant tax deduction now and an income for you or a loved one for life. Your planned gift of any size can fund specific programs or help wherever the need is greatest.

Why give to our Foundation?

A planned gift to The Legacy Society often results in considerable tax benefits for donors and their estates, while helping to ensure the future of an organization dear to them.

Types of gifts:

  • Bequest
  • Retirement account
  • Charitable remainder trust
  • Charitable lead trust
  • Charitable gift annuity
  • Life insurance policy
  • IRA benefit

You become a member of The Legacy Society when you notify us that you have remembered us in your estate plans.

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