Planned Giving
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Your charitable gift will provide vital support for our projects, activities and goals, and influence the well-being of others far into the future.
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Legacy for Life Gifts

You can leave a legacy to perpetually support the causes you love with a Legacy for Life gift. A Legacy for Life gift is a fund you can create now or in the future to achieve the impact you desire. The income earned on your Legacy for Life gift will provide lasting annual support to your charitable causes.

You enjoy several benefits with a Legacy for Life gift

  • Establish a Legacy for Life gift during your lifetime and see the impact each year
  • Benefit from an income tax deduction in the year you make your gift
  • Avoid capital gains tax on a Legacy for Life gift of appreciated property

How a Legacy for Life gift works

  1. You make an initial gift to fund a Legacy for Life gift
  2. The assets in your Legacy for Life gift are invested to earn income
  3. The income is distributed annually to achieve your desired impact
  4. You can make additions during your lifetime or supplement your Legacy for Life gift with your estate plan

Income distributed from your Legacy for Life gift

At the time you create your Legacy for Life gift, you sign a Statement of Intent that details the scope and desired impact of your Legacy for Life gift funds. Your funds will generally be invested to produce stable, predictable growth. Each year, a set percentage of your Legacy for Life gift funds will be distributed according to your Legacy for Life policies.

Contact us

If you have any questions about Legacy for Life gift, please contact us. We would be happy to assist you and answer any questions you might have.

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