Ways to Give a Legacy Gift
Engage in conversations about your priorities with your family. Each person’s or family’s situation will be unique and deserves thoughtful discussion as well as the counsel of your attorney.
Choose the type of Estate tax free gift; types to consider include:
- Bequests in Wills or Trusts
- Retirement Plan Assets
- Life Insurance
- Appreciated Securities or Other Assets
- Bank or Investment Accounts
- Real Estate
Consider the timing of your gift to support LOPC: Would you rather make legacy gifts to the Foundation during your lifetime or provide a legacy gift after you are gone?
Complete the Friends of the LOPC Foundation Gift Form.