A legacy gift is a planned future gift that designates some part of an individual’s estate as a donation to a nonprofit. Legacy gifts enable individuals to create a powerful philanthropic legacy by making a direct impact on the causes important to them. Most legacy gifts are made through wills and trusts. Other financial instruments, such as pooled income funds and annuities, may be used as well. Legacy gifts can even be made simply by listing a nonprofit as the beneficiary of a bank or pension account.
If you are interested in making a legacy gift, we can help. Call or email Laura Wagner.