10 Ways to Give

Top Ten Things You Can Do To LEAVE A LEGACY®.

  1. Prepare a will. Only 30% of those who pass away  have one. Without a will, you may lose control over your assets.
     
  2. 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.
     
  3. Leave a specific dollar amount or a percentage of the assets in your will to a charity of your choice.
     
  4. 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.
     
  5. Name a charity of your choice as the beneficiary of your pension plan or IRA.
     
  6. Purchase a new life insurance policy naming your favorite charity as the owner/beneficiary.
     
  7. Name your favorite charity 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 charities in their wills.
     
  10. Ask your financial advisor to include charitable giving as a part of their client counseling.