When thinking about leaving a legacy, we often conjure images of people with great wealth or influence as the few who can make an impact. However, nothing could be further from the truth. There are many simple ways an ordinary person can make an extraordinary impact far into the future; this can be accomplished through planned giving. Planned or legacy giving simply means planning now to leave a gift after your lifetime, and it is often easier than you think.
Legacy gifts could be right for you if you want to make a significant gift but don’t have significant liquid assets you’re willing to part with. A Planned gift can help you honor a loved one with a tribute gift through your will or trust. This is a simple, meaningful way to leave an enduring statement about who you are and who and what’s most important you. With a simple signature on a form, you can leave the balance of your bank account or retirement plan to the Women’s Foundation of Southwest Florida. In some cases, you’ll spare your loved ones up to 60% tax on your retirement assets!
Are you interested in leaving a legacy? We’d love the chance to help you plan your legacy and dream with you about the future. For more information about the Women’s Foundation’s Planned Giving Council and how to get involved, visit www.FundWomenFL.PlannedGiving.org.