What is Legacy Giving?
It is part fundraising and part financial/estate planning
Values first; taxes second (or further down the list)
Typically, a person’s final, or ultimate, gift to an institution
Primarily gifts from wills/estates, but can also be current gifts such as endowments and life income gifts such as charitable gift annuities
Types Of Gifts
We focus on "Beneficiary Designations”
Please Remember Us In Your Will And Trusts
Watch our Presentation to Learn More!