Leaving a Legacy- Sustaining Hope
Did you know that you can leave a lasting legacy with a meaningful planned gift that cost you nothing during your lifetime? Once your family and friends are provided for, we hope you consider a legacy gift that strengthens our community families forever, a part of your life story. Your Legacy gift will help ensure that our services will be available for future generations.
Ways to Leave a Legacy
Designating a legacy gift in your will or trust is one of the most effective and sustainable ways to leave a lasting gift in your name. There are a few ways people give this gift to Christian Neighbors.
Bequests: Through a bequest you can make a provision in your will or living trust for a specific dollar amount, a specific asset or a percentage of your estate.
Gifts by beneficiary designation: When you give a gift for Christian Neighbors from your retirement plan, insurance plan or other assets, you ensure that the basic needs of our neighbors are cared for. It’s as simple as contacting the firm that holds your assets and asking for a beneficiary form to fill out
Stocks, bonds and mutual funds. For questions or to transfer contact Debbie Clark at Clearwater Financial, 269-685-1170.
Life insurance – If you have a life insurance policy that has outlasted its original purpose, you can use it to fund a legacy gift while also enjoying tax savings during your lifetime. Talk to your tax adviser about the various ways this option can benefit you today. Your unneeded insurance policy can impact another life forever.
Retirement Accounts (401k. Simple IRA, IRA, 403b, etc.) The IRA Charitable Rollover, as of 2016, has been made permanent. If you are 70 1/2 years or older and want to make a gift without federal tax liability this is a great way to give. Your gift is tax free up to $100,000 per year.
Your unneeded insurance policy can impact another life forever.
“In Trust” Accounts: Any bank account or stock account in your name can be set up “In trust for Wings of Hope Hospice.” You retain exclusive control of the account during your lifetime. Upon your death, the account passes to Hospice without probate or tax
Christian Neighbors suggest you consult with your attorney, financial adviser, estate planning professional or accountant before making any decisions on planned giving. The information on this website is not offered as legal or tax advice.
Christian Neighbors SE is a tax exempt organization. This means gifting taxable resources to us benefits you and our mission. Certain gifts have tax implications that can help you protect more of your estate for your family and give more to Christian Neighbors.
Please feel free to call our Executive Director if you should have any further questions 269-685-4166 ext. 101.
Our Legal name is Christian Neighbors SE and our Tax ID number is 38-3451688.
Thank you for your faithful support.