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1. Leave a gift in your will for the nonprofit organization that has made a difference in your life. Encourage family and friends to leave gifts to nonprofits in their wills as well. Did you know that while 77% of Americans donate to nonprofit organizations during their lifetime, less than 8% of us remember to include a gift in our will or estate plan? Imagine the positive impact if each of us made a planned gift of any size to our favorite nonprofit. 2. Leave a specific dollar amount or a percentage of the appreciated assets in your will to your favorite nonprofit organizations. Assets include but aren’t limited to: stocks, bonds, certificates of deposit, real estate, vehicles, art and jewelry. Such gifts often provide estate tax savings. 3. Name a nonprofit as the beneficiary of your pension plan or IRA. 4. Purchase a new life insurance policy naming your favorite nonprofits as beneficiaries or make them beneficiaries of an existing policy. 5. Honor deserving friends and remember loved ones with memorial gifts. Take the first step: Contact your Professional Advisor or your favorite nonprofit organization. The first step sometimes seems like the most difficult. If you call your advisor or your favorite charity, they can guide you in taking the first steps in an important process. Or call North Coast Legacy, and we will help you get started. FAQs | Site Map | Home | Contact Us |
