Create a Legacy You’ll Never See

planting the seeds for generations to come

What is planned giving? At its heart, Planned Giving is people.

Planned Giving is creating your own legacy, like starting a scholarship fund with your retirement plan to ensure future generations have access to the best education possible.

Planned Giving is honoring a loved one by using the value of your business to purchase the latest technology for a community medical center, bringing top-flight cancer care closer to home.

Planned Giving is endowing a research fund from your will to help a university’s astrophysics program continue to unlock the secrets of the universe.

Like I said, Planned Giving is people — people from all walks of life and all income levels. People like you, who want to make a difference in the world. People like you, who want to leave a legacy; who want to make the world a better place. If you’ve ever dreamt of making a significant gift to support your favorite nonprofit while also building a more secure future for yourself and your loved ones, Planned Giving can make that dream a reality.

Some planned gifts can pay you or your beneficiaries lifelong income. Other planned gifts use assets to help you avoid taxes — and most planned gifts produce future charitable support without affecting your cash flow.

But perhaps the best feature of all is that Planned Giving provides a flexible way for anyone, from any walk of life, to create a significant legacy. You can fund a planned gift to a nonprofit organization with cash, stock, business interests, real estate, artwork, tangible personal property, life insurance, retirement plan assets and more. And you can direct your gift to the area of a nonprofit’s mission that is most important to you.

Planned Giving is a way to make an impact and grow a meaningful legacy — both for yourself, and for your favorite nonprofit — in ways that you likely had never imagined.

It’s a way to build a more secure future for yourself, your loved ones, and the charity — or charities — of your choice.

See and hear how the above wording works in our video titled, “What is Planned Giving?”

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