How Do I Leave a Legacy®?

If Leaving A Legacy is of Interest to You, Take the Next Step

1. Think about the nonprofit group or cause you would most like to help. Maybe you or someone you know has benefited from the service of a particular organization. Maybe you are an active volunteer or believer in the mission of a specific organization. You might want to leave a gift in memory of a loved one or for a specific project.

2. Call the nonprofit group (link here to list of charities) of your choice. They can tell you more about what they do, what opportunities are available for giving and how your gift will allow them to continue their good work.

3. Contact a professional advisor for help. An advisor can make sure you are getting the maximum tax and legal advantages allowed for your gift.