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Endowment - Leaving a Legacy


  • Prepare a will. Only 50% of those who pass away have one. Without a will, you lose control of the possessions you worked a lifetime to acquire.


  • Leave a gift in your will for the charitable organizations which made a difference in your life.Less than 3% of all wills settled contain a charitable provision. Imagine the positive impact on your community if everyone made a donation to a favorite non-profit, even modestly.


  • Leave a specific dollar amount or a percentage of the assets in your will to your favorite charity. The provision can be part of a new will pr added to your existing will as a codicil.


  • Consider using assets for your charitable gift.These can include but aren't limited to: stocks, bonds, CD's, real estate, vehicles, art, and jewelry. Such gifts may even provide tax savings.


  • Name your favorite charity as the beneficiary of your IRA or pension plan. A secondary beneficiary inherits if the first beneficiary is no longer around.


  • Purchase a new life insurance policy naming your favorite charity as the beneficiary.


  • Name your favorite charity as the beneficiary of an existing life insurance policy.


  • Remember your deceased loved ones with memorial gifts to charities.


  • Encourage family members and friends to to leave gifts to charities in their wills.


  • Ask your financial advisor to include charitable giving as part of counsel to their clients.

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