We all want to leave a lasting and significant impression. Planning for the future and considering the legacy you will leave is one of the most effective ways to ensure a lasting impact on the world in which you live. There are many ways for you to care for your loved ones AND your favorite charity.
*** Charitable Bequest - is a written statement in your will or trust directing a gift be made to a qualified charity as part of the disposition of your estate. A charitable bequest is one of the most flexible estate planning tools because it can be changed at anytime. A charitable bequest may save estate taxes.
*** Make a bequest in your will or living trust.
*** Donate appreciated securities and stocks
*** Charitable gift annuity, immediate or deferred
*** Charitable lead trust
*** Charitable remainder trusts
*** Gift from retirement plan or IRA
*** Gift of a life insurance policy
It is best you contact your attorney or financial planner to determine which legacy will be best for you, your loved ones and your charity.
- Lehigh Valley Raiders Booster Club
- James and Judy Saunders
- LaSalle College High School
- UNICO OF BETHLEHEM
- Memory of Jean Markulics
6 Simple Steps to Granting a Dream
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