Planned giving is a tax-wise method many people use to support non-profit organizations, like Independence, without sacrificing their own financial security. A planned gift often enables a donor to make a significant impact on future generations of Independence students while realizing immediate or estate tax benefits. Independence honors those who make this commitment with membership in the Founders’ Circle.
A planned gift might be worth considering if you believe deeply in the benefits of an Independence education and you want to make a lasting difference, but you are concerned about your own or your family’s future financial needs.
Below are several examples of ways that you can leave a lasting legacy for current and future Independence students.
- Designate a specific amount or percentage of assets in your will to Independence
- Include Independence as a beneficiary of your IRA or retirement plan
- Make Independence the owner or beneficiary of a life insurance policy
- Donate property to Independence while retaining its use during the lifetime of you and your spouse
- Choose a charitable remainder trust that can provide a variable or fixed income for a period of time for specified individuals
- Choose a charitable lead trust that passes assets to your heirs with less estate tax
We recognize that a planned gift is a very personal decision, and we are grateful for your consideration. We would be happy to speak with you further and provide the necessary resources to help you make your decision. Please contact Sandy August, Director of Development, by email at firstname.lastname@example.org or 302-234-9715.