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Before You Give, Pop These Four Questions
The act of giving through your estate plan involves reflection and forethought. It also warrants a conversation. Here are four key questions to ask when considering a legacy gift.
1. How will my gift be used?
Why it matters: Your gift might be invested to fund a long-term goal, or it could go toward covering an immediate need. Additionally, your gift could make a broad impact or be used for a specific purpose. This question helps you articulate your goals and allows the organization to share their initiatives.
2. What is the vision of the organization?
Why it matters: A vision statement shares where an organization is headed. Because a legacy gift provides support well into the future, make sure our plan aligns with your values.
3. What is your 10-year plan?
Why it matters: Details on strategic plans, rainy-day funds, board bylaws, and fundraising guidelines are clues that an organization will remain viable.
4. How will my gift be recognized?
Why it matters: Philanthropy is always worth celebrating, but you have the right to opt in or out of recognition. Express your preferences. It’s OK to ask to be removed from a list, or to see your name in lights. Whether your gift is celebrated in a public or private way is completely up to you!
Let’s Have a Conversation
We can help with all of these questions and more. Contact Olga Briker, Ph.D. at 610-795-6079 or email@example.com to have a conversation about your legacy.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Haverford as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Haverford as a lump sum.