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Download
the Leave A Legacy Brochure (.pdf)
Four
easy steps to help define and create your
legacy:
1. Reflect
on your life values
Think about what’s been
important in your
life and what kind of legacy you want to leave
2. Contact
your favorite nonprofit
organization
Talk to them about how your planned gift as a part of a
will would benefit their work.
3. Evaluate your finances
Consult a professional
such as an attorney, an accountant, or a financial advisor. They can
explain tax advantages and help you set up a gift to meet your goals. Remember, almost everyone has the capacity to leave a legacy.
4.
Take action
Work with a professional
advisor to put your plans into place to reflect your values. Write or review your will,
estate plan, insurance beneficiaries, IRA or asset titles.
For more details and information check out
the United Way of America Planned Giving
website:
United Way of
America
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