Year-end gifts provide valuable support today, but there are also meaningful ways to plan a future gift that aligns with your long-term goals and helps ensure the continuation of our work. 

Your will or living trust. Designating a gift to us in your will or living trust shapes your personal legacy and sets an important example for others. Your gift can be a specific asset or amount, a percentage of your estate, or what is left in your estate when all other obligations have been met. You can change the gift if your needs or goals change. 

Retirement plan assets. Your qualified retirement plan or IRA can provide a simple, meaningful way to make a difference. Just name us as the beneficiary of all or part of the plan or account. The full amount of your gift helps those we serve—nothing is lost to taxes. 

Life insurance. You may own a life insurance policy that you no longer need—for example, providing mortgage protection for a home you now own outright or ensuring college tuition for children who are now grown. Naming us as a full, partial, or contingent beneficiary is a great  way to make a substantial gift. Contact your insurance representative for help with making beneficiary changes.

Consider a blended gift. Combining two or more charitable donations lets you create something special—a blended gift with more meaning, greater impact, and specific tax and planning benefits that fit your unique situation.

If you’d like to learn more about including a future gift in your plans, we’re here to help. Contact our team anytime to discuss the giving options that best fit your goals.