Monday, August 24, 2009

Leaving a Legacy Tells Your Family What Matters Most

by Mike Robinson, Sr. Vice President of Major Gifts

Sometimes we tell ourselves we can’t leave a legacy because that’s only for seriously wealth folks.

In fact, most legacy gifts to charity come from people with modest means. They do this by creating a scholarship in memory of a family member. Or they fund the purchase of a piece of equipment that helps nurses serve patients better at a hospital. They create a donor-advised fund through a community foundation or stock broker.

For anyone thinking of making a modest endowment, United Way of Pierce County may be the most practical way to do that. We already have an endowment fund of more than $700,000, created by gifts from individuals like you. Gifts to that fund may be restricted to meet specific needs (like child care, youth services, early learning, health care) or left unrestricted. In that case, our board will decide when and where to invest the gift in local programs.

Your endowment gift can also be named for a loved one, and you can add to it as you wish during the remainder of your life or through estate gifts. In other words, you can watch your gift grow, ask for a tour of Pierce County programs where it has been invested. Family members are welcome to join you in those visits.

The tours include question and answer moments which provide insights about how your gift is helping. This creates the legacy that matters most of all, in the hearts of your offspring.

Then you can rest assured that your kindness will be faithfully focused on things you care about most.

No comments:

Post a Comment