For more information about including Child Saving Institute's kids in your estate plans, please contact Becky McNeil, Legacy Giving Director at 402-504-3663 or firstname.lastname@example.org.
Imagine giving helpless children everything you want them to have…
- Safe homes
- Loving families
- Hope for their future
You don’t have to be wealthy to make a gift that will change kids’ lives forever. Legacy Gifts are gifts almost everyone can afford because most Legacy Gifts come from the money you will have remaining at the end of your life. It doesn’t matter if you are affluent or have more moderate means, you can make a Legacy Gift. These gifts are sometimes called “planned gifts” because they require advance planning and help from your professional advisor.
The most common Legacy Gift is a bequest in your will or trust.
To leave a gift in your will or trust, simply include these words: “I give ___% and/or $____ of my estate to Child Saving Institute, Inc. EIN 45-0489204”
Perhaps the easiest way to make a Legacy Gift is a beneficiary designation.
If you’ve accumulated retirement savings in a taxable IRA, 401(k) or 403(b) account, taxes will reduce the value of those dollars to your family. But, because Child Saving Institute is tax-exempt, your hard-earned dollars in those accounts will retain their full value if you use them to fund your Legacy Gift for CSI’s kids. Simply call the institution that administers your tax-deferred asset and ask for a beneficiary designation form. Then add Child Saving Institute (Child Saving Institute, Inc. EIN 45-0489204) as a full or partial beneficiary of any assets that may remain in this account at your death.
It’s also easy to make the kids of Child Saving Institute beneficiaries of your life insurance policy. If you’re like many families, you may have found that you no longer need your previously purchased life insurance policy to support your family’s financial needs. You can designate CSI’s kids as the full or partial beneficiary. (If your needs change, the beneficiaries can be changed again later.)
You can also talk to your banker or investment manager about Pay on Death (POD) or Transfer on Death (TOD) instructions that will transfer a portion of those assets to Child Saving Institute’s kids.
Other Legacy Gifts include:
- Real estate, land, or other tangible assets
- Closely Held Stock
- Living Trust
- Savings Bonds
- Charitable Gift Annuities
For more information please contact Becky McNeil, Legacy Giving Director, at 402-504-3663 or email@example.com.