Instruments for Legacy Giving
Bequest by Will
The Foundation could be named as a beneficiary in your will. Your attorney would add a paragraph to your will that states, “I give and bequeath $___________ or ___________% of my estate to the Foundation.
The Foundation could be named as the owner and beneficiary of an existing or new life insurance policy.
The Foundation could be named as the full or partial beneficiary of your retirement accounts.
Charitable Remainder Trust
You could create a trust that would hold and invest an asset that would ultimately pass to the Foundation. Income from the investment of the asset is paid to the donor or other Beneficiary for life.
Charitable Lead Trust
Assets could be placed into a trust that would make payments to the Foundation for a specified term before the terminates. Upon termination of the trust, the assets would revert back either to the donor or to the donor’s heirs.
Cash or Stock Gifts
We are able to receive cash or stock gifts directly into the Foundation.