10 things you can do to Leave A Legacy
a will. Only half of those who pass away have one. Without a
control of the possessions you worked a
lifetime to acquire.
a gift in your will for the local charitable organizations that
made a difference in your life.
Less than 3% of
all wills settled contain a charitable provision. Imagine
the positive impact on our community if everyone made even a modest
favorite local non-profit organization.
a specific dollar amount or a percentage of the assets in your
will to your favorite
can be a part
of your will or added as a codicil to your existing will.
your favorite local charity as the beneficiary of your IRA or pension
using assets for your charitable gift. These can include (but are
not limited to) stocks,
bonds, certificates of
deposit, real estate, vehicles, art and jewelry. Such gifts
may even provide tax savings.
your favorite local charity as the beneficiary of an existing life
a new life insurance policy naming your favorite local charity
deceased loved ones with memorial gifts to local charities in your
family members and friends to leave gifts to local charities in
your financial advisor to include charitable giving as part of
their counsel to other clients.