Bequests

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to navigate, accessible online and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney.

Already left a gift to Legacy? Let us know!

non-probate assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

QCDs/IRA rollovers

If you are 70.5 or older and have a traditional IRA, you can use this secure online tool to make a donation from your IRA account. IRA gifts are generally not recognized as taxable income, and if you must take a Required Minimum Distribution (RMD) this year, giving from your IRA is a compassionate way to fulfill it.

Learn more and fill out the forms from your IRA custodian in just a few minutes or print out the forms to fill out offline.

DONOR STORIES

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

LEGACY SOCIETY

Join our Circle of Caring by leaving a bequest or planned gift and change a life forever.

Resources for professional advisors
PRIVACY STATEMENT: The information is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planned giving concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

BEQUESTS

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing your plans with an attorney.

Already left a gift to Legacy? Let us know! Designate your beneficiaries QCDs/IRA Rollovers

non-probate assets

Do you have an IRA, 401(k), life-insurance policy, or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Use this online tool to make your plans and designate us as a beneficiary of one or more of these assets.

QCDs/IRA rollovers

If you are 70.5 or older and have a traditional IRA, you can use this secure online tool to make a donation from your IRA account. IRA gifts are generally not recognized as taxable income, and if you must take a Required Minimum Distribution (RMD) this year, giving from your IRA is a compassionate way to fulfill it.

Learn more and fill out the forms from your IRA custodian in just a few minutes or print out the forms to fill out offline.

DONOR STORIES

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

LEGACY SOCIETY

Join our Circle of Caring by leaving a bequest or planned gift and change a life forever.

Resources for professional advisors
PRIVACY STATEMENT: The information is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planned giving concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.