Leave a Legacy is an unprecedented, regional collaborative effort to encourage people from all walks of life to make a bequest or planned gift to their favorite charitable or non-profit organizations. Many of our area's charitable or non-profit organizations will struggle to survive in the coming years without an increase in planned or bequest giving. That's why many people who give generously to their favorite charitable organizations while they are alive are concerned that their contributions will be missed when they're gone. And rightly so. Information from our probate courts shows that only a small percentage of local wills leave any money to charity.
People can continue to make a difference with a little planning.
While some gifts may be large, many are small. Regardless of size, all gifts are important to help continue the vital work of our charitable or non-profit organizations. Together with your financial professional advisors, begin collecting information to determine the best approach for leaving your legacy. Making a bequest or other testamentary gift is actually quite simple. It is important, however, that you always consult your personal legal or tax advisor when making decisions to leave a charitable gift through a will or from your estate.