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Legacy Planning Tips

  1. Prepare a will.
  2. Leave a gift in your will for charitable organizations that have made a difference in your life.
  3. Leave a specific percentage or dollar amount in your will to a nonprofit of your choice.
  4. Consider various assets for your charitable gift, like savings bonds, stock, real estate, or art.
  5. Name your favorite charitable organization as the beneficiary of your IRA or pension.
  6. Remember loved ones with memorial gifts.
  7. Encourage family and friends to leave deferred gifts to nonprofits in their wills. Ask your financial advisor to include charitable giving as part of counsel to clients.

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