Legacy/ Planned Giving

What is Legacy Giving?

Imagine that by sharing your personal resources, you could create your own lasting legacy helping lives for generations to come. Planned gifts enable you to make a lasting impact while also meeting your financial planning needs and objectives.

It’s not hard and doesn’t take lots of research. It just requires looking at your estate planning, and taking the simple step to name a charity, such as Families For Families, with a bequest in your will or as a beneficiary of your retirement plan, IRA, life insurance policy, or bank orbrokerage account. Many of these options are easy to arrange -- some simply require a beneficiary designation form, for instance.

Options for Legacy Giving

Bequest in your will. A small percentage or specific dollar amount designated to Families For Families will leave the majority of your estate to your loved ones while still making an impact. If you have already prepared a will, speak with your attorney about adding Families For Families as a beneficiary through a simple amendment called a codicil.

Retirement Funds. You can name Families For Families as the designated beneficiary, or partial beneficiary, of a qualified retirement plan such as an IRA, 401(k), 403(b), Keogh or profit-sharing pension plan. Obtain a change of beneficiary form from the retirement plan administrator and decide what percentage you would like us to receive – there are no legal fees involved.

Life Insurance. Even a small percentage of your life insurance policy, naming Families For Families as a beneficiary, will enable us to continue our work for years to come. Ask your insurance company for a change-of-beneficiary form and decide what percentage of the policy you would like to donate.

Bank, Brokerage Accounts, Annuities. Contact the bank or financial institution for a change-of-beneficiary form. Decide what percentage you would like Families for Families to receive and name us, along with the percentage you chose, on the beneficiary form.