Why leave a Legacy Gift?
Planned gifts provide a promise of future funding for an organization. Generally left as a bequest in a will, these planned gifts offer the highest ROI of all fundraising types. Also, planned giving can trigger a significant increase in annual gifts and makes a huge positive impact on organizations close to the donor’s heart.
When a non-profit’s supporter puts a charitable bequest in their will, they don’t affect the donor’s everyday cash flow. This makes planned giving accessible to anyone who makes a will, regardless of their current income. While it is often difficult for a donor to give an organization a large outright gift, planned giving offers the donor the opportunity to leave a legacy of philanthropic support.
How can it benefit the donor?
Planned giving offers substantial tax savings to donors, especially on appreciated properties and securities. A planned gift can reduce income tax and avoid capital gains tax. It can also allow part of the estate to avoid the expensive and arduous probate process.
There are many ways to make a planned gift. We encourage you to seek professional estate planning and legal advice when deciding the most effective way for you to give. For more information, please contact Anchorage Waldorf School at (907) 333-9062.
