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Preparing to make a planned gift to Legal Aid is all about preparing for the future: your future and the future of Legal Aid.

The causes we choose to support financially reflect out most deeply held values. Incorporating your philanthropic interests into your estate plans is a way to achieve your financial goals while also supporting the work of Legal Aid.

Planned giving is a technique that helps you maximize the personal benefits of your charitable giving, and allows you to make gifts you might have thought impossible. How? Through advantageous tax treatment under both state and federal law.*


 

5 Steps to Take:

1. Make a will. Fewer than 40 percent of those who die have one. Without a will, you have no control over what happens to your assets upon your death.

2. Make an outright or residual bequest by leaving a specific dollar amount, asset or percentage of your will or trust to Community Legal Aid Services, Inc. We offer the following language for doing so:

"I give and bequeath [the sum of ________ dollars ($_______) / _______% of the rest, residue and reaminder of my estate] to Community Legal Aid Services, Inc. to be used for its general charitable purposes.

3. Consider various assets for your charitable gift. They include—but are not limited to—stocks, bonds, CDs, or real estate. You may also want to consider making Legal Aid the beneficiary of your pension plan or IRA. Such gifts may even provide tax savings.


4. Ensure your family is aware of your wishes.

5. Contact Legal Aid and let us know you wish to include us in your estate planning. We can offer advice, and ensure your gift has the maximum possible impact.

*Please talk to a financial planner or professional to evaluate your unique financial situation and discuss your estate planning decisions.



 

For more information or to inform us of your planned gift please call Zoeann Powell at (330) 983-2525 or toll free at 1.866.584.2350, extension 2551, or send her an This e-mail address is being protected from spambots. You need JavaScript enabled to view it


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