LEAVE A LEGACY
We will not live forever however; with a planned gift we are able to leave a legacy. Your planned gift can continue to provide care to people with Alzheimer’s disease until a cure for the disease is found. There are many options when planning a gift, speaking with your financial advisor or contact Artie Rothenberg for more information.
Create Your Legacy through a Planned Gift
Charitable gifts help you meet your current philanthropic goals and extend your generosity well into the future. Planned giving has been described as a way of giving that requires expert assistance. It is usually associated with bequests or with life income gifts, but it is much broader than that. It is a method, simply, of planning your gifts as part of your overall financial or estate planning. There are many options for planned giving; it could be a single outright gift that fits your financial plans or a series of annual gifts you commit to or another form of giving plan. A planned gift is simply any thoughtful gift that involves planning and not just writing a $50 check out of your checkbook.
Here are the most common planned gifts:
Bequest through your Will or Trust
A bequest is a gift included in a will or trust. You may make a bequest to nonprofit organizations like Insight Memory Care Center by either executing a new will or trust or amending an already existing will or trust.
Charitable Gift Annuity
A charitable gift annuity is the easiest and most popular life income gift. It is created as a contract between you and Insight Memory Care Center. You set the terms of the annuity. The American Council on Gift Annuities is a great resource: http://www.acga-web.org/.
There are other planned gifts which can include but are not limited to gifts of securities/stock, charitable IRA rollover gifts, real estate, and the donation of other assets.
For more information contact Artie Rothenberg and your financial advisor.