Leaving a legacy through planned giving is an important way to ensure that your values and priorities live on long after you're gone. By including charitable gifts in your estate plans, you can make a meaningful impact on the causes that matter most to you while also providing for your loved ones.

One of the key benefits of planned giving is that it allows you to take a more intentional approach to your philanthropy. Rather than making sporadic donations based on timing or convenience, you can carefully consider where your gift will have the greatest impact and structure your giving in a way that aligns with your values and long-term goals.

Another advantage of planned giving is that it can help to reduce your tax burden and maximize the impact of your gift. By donating appreciated assets such as stocks or real estate, you can receive significant tax benefits while also providing much-needed support to your favorite charities.

Finally, creating a planned gift allows you to create a lasting legacy through an endowment fund that reflects your values and priorities. Whether you choose to support a specific cause or create a scholarship in your name, your gift can help to inspire others and leave a positive impact on the community for generations to come.

Making a plan is essential for anyone who wants to make a meaningful difference in their world. By taking the time to consider your giving goals and structure your gifts in a way that aligns with your values, you can create a legacy that will continue to make a difference long after you're gone.

If you need help figuring out where to start, we are here to help. Let's talk.