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Top Ten Things You Can Do To LEAVE A LEGACY®.
- Prepare a will. Only 30% of those who pass away have one. Without a will, you may lose control over your assets.
- Leave a gift in your will for the charitable organizations
that made a difference in your life. Less than 8% of American households have included a bequest to a charity in an estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite charity.
- Leave a specific dollar amount or a percentage of the assets in your will to a charity of your choice.
- Consider using assets for your charitable gift. These include but aren't limited to: stocks, bonds, CDs, real estate, vehicles, art and
jewelry. Such gifts may even provide tax savings.
- Name a charity of your choice as the beneficiary of your pension plan or IRA.
- Purchase a new life insurance policy naming your favorite charity as the owner/beneficiary.
- Name your favorite charity as the beneficiary of an existing life insurance policy.
- Remember loved ones with memorial gifts.
- Encourage family and friends to leave gifts to charities in their wills.
- Ask your financial advisor to include charitable giving as a part of their client counseling.
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