Ways to Give a Legacy Gift
Engage in conversations about your priorities with your immediate family. Ask the question, “In the event of my or our passing, how would we want our worldly assets deployed?” 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 you will be making; types of planned gifts may 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: it is possible to contribute to the Foundation during one’s lifetime, rather than waiting until death.
Complete the Friends of the LOPC Foundation Gift Form.