FINANCE DEPARTMENT

THE LIVING LEGACY PROGRAM - BROCHURES


At heart of any planned gift is trust. Donors need to know that there is accountability and governance. They need to know that the gift will support the mission. Our brochures have been prepared with that in mind. We want to gain your trust before we ask you for a gift.

We have prepared two series of brochures. The first is information about special gift options – our bequest series. The second is our question and answers series. We seek to address common questions and concerns about various giving topics.

SERIES I – Bequest Series

A bequest is a charitable gift through a will. Bequests are the foundation of the American philanthropic tradition. A bequest enables the donor to make a significant charitable contribution that may not have been possible during his/her lifetime.

  1. What difference does a Will make?
  2. How a Will works for you?
  3. The State has made a Will for you
SERIES II – Questions & Answers
  1. Life Insurance: Questions and Answers
  2. Retirement Plans: Questions and Answers
  3. Giving Securities: Questions and Answers
  4. Wills and Bequests: Questions and Answers
 
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