December 15, 2017

Planned Giving

LEAVE A LEGACY: Make a Difference in the Lives that Follow

What You Should Know:

You can make a legacy gift to charity. Whether you think of yourself as rich or poor, or somewhere in between, your gift can make a difference. Even a small amount can have a big impact over time.

You can leave money to your family and to your favorite charity. Some people think that they must choose between leaving a gift to their family or their charities. You can do both, and some charitable gifts may actually save your family money by decreasing inheritance taxes.

You Can Start Today:

  • Make sure you have an up-to-date will (or living trust) that reflects your charitable objectives. Without these documents, you surrender control of your property and assets to the courts.
  • Contact your financial advisor and ask for help in establishing a charitable gift. 
  • Think beyond cash - you can leave stocks, real estate, insurance policies, and personal property to charitable organizations.
  • Make SVDP a beneficiary of your life insurance, pension plan, or IRA.

For more information on how you can join us in our work to fight poverty and hunger, contact, Michelle Martin, Director of Finance. She will be happy to answer your questions. Contact her at 414-462-7837. Email her at mmartin@svdpmilw.org