From Loss to Legacy: A Bequest to Interfaith Family Shelter Helps Your Values Continue to Work Miracles

Turning Loss into Legacy Through a Bequest to Interfaith Family Shelter

Planned giving is the process of making a charitable gift during a donor’s life or at death that is part of their financial or estate plan. Planned gifts make use of legal and tax strategies and often financial products .

Planned gifts may take take a number of forms. Outright gifts of assets such as appreciated securities or artwork are often considered first when donating to charity. Other types of planned gifts provide a financial benefit on top of tax deductions for donors. Charitable remainder trusts provide an income stream for individuals, and at the death of the donor, the charity receives what is left in the trust. A charitable lead trust an income stream for a charity, and at the death of the donor, the donor’s heirs receive what remains in the trust. An insurance policy where the beneficiary is a charitable organization may also be a way to leave a significant legacy gift to an organization we cherish.

No gift is too big or too small. We look forward to speaking with you and your advisors to help structure a charitable bequest or other gift that works for you and your family.

You are the miracle. Thank you for your generosity and commitment to ensuring no child sleeps unsheltered.