Leaving a legacy
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Leave a lasting legacy with [ABC Charity]
Your generosity already makes a difference today. But have you ever thought about the impact you could make for years—or even generations—to come?
A planned gift is a simple, meaningful way to ensure that [ABC Charity]’s mission continues long into the future—reflecting the values and causes you care about most.
What is planned giving?
Planned giving is simply arranging a future gift to [ABC Charity] as part of your overall financial or estate plans.
Many donors choose to include a gift in their will, name [ABC Charity] as a beneficiary of a retirement account, or explore other options that align with their goals. These gifts help build long-term stability and support for our work in the community.
Why consider a planned gift?
Donors choose planned giving for many different reasons:
To leave a legacy that reflects their values
To support [ABC Charity] beyond their lifetime
To involve family in a tradition of giving
To take advantage of potential tax benefits
To make a meaningful gift using assets they may not need later
There’s no “right” way to give—only what feels right for you.
Simple ways to make a planned gift
Many planned gifts are easier than you might think:
Include a gift in your will or trust
A bequest is one of the most common and flexible ways to give.
Name [ABC Charity] as a beneficiary
You can designate [ABC Charity] on a retirement account, IRA, or life insurance policy.
Give through your IRA (if you’re 70½ or older)
Qualified Charitable Distributions (QCDs) can be a tax-efficient way to support our mission.
Explore income-generating gifts
Options like charitable gift annuities or trusts can provide income to you while supporting [ABC Charity] in the future.
Let’s make it easy
You don’t have to figure this out alone.
Our team is here to help you explore options, answer questions, and work alongside your financial or legal advisors to create a plan that fits your goals.
Whether you’re just starting to think about your legacy or ready to take the next step, we’d love to talk.
Start the conversation
If you’re interested in learning more about planned giving, please reach out to us.
Together, we can create a plan that supports [ABC Charity]—and the community we serve—for generations to come.