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 Robin McGlothin 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:
Donor Advised Fund
A donor-advised fund (DAF) is a type of giving program that allows you to combine the most favorable tax benefits with the flexibility to easily support your favorite charities. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and facilitate your strategic philanthropic goals.
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 Robin McGlothin and your financial advisor.