Types of Legacy Giving

 

There are several types of legacy giving:

  • Wills and Living Trusts—the most basic planned gift with great impact
  • Charitable Gift Annuity—a simple way to give while retaining income for life
  • Charitable Trusts—protect your assets, provide for your heirs and for your favorite cause
  • Insurance—a widely used financial planning tool for gift planning—consider naming Safe Futures as beneficiary on your policy
  • IRAs—name Safe Futures as beneficiary on your IRA

 

 

If you are interested in learning more about legacy giving, please contact: Katherine Verano at 860.447.0366 Extension 211
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