Legacy giving is a powerful way to extend your values and support causes you care about without affecting your finances today.

Here’s how it works.

1. Legacy Giving Is for Everyone

You do not need to be wealthy to leave a legacy gift.

Most legacy gifts come from ordinary people who want to make a meaningful impact.

2. Common Types of Legacy Gifts

Percentage Gift

Leave a percentage of your estate (even 1–5% makes a difference).

Specific Amount

Leave a set dollar amount of your choosing.

Beneficiary Designation

Name a nonprofit as a beneficiary on:

• Life insurance
• IRA
• 401(k)/403(b)
• Investment accounts

This is one of the simplest ways to give.

Residual Gift

After providing for loved ones, the remainder goes to a cause you choose.

Non‑Cash Gifts

Some people leave:

• Property
• Vehicles
• Land
• Collectibles

3. Why People Choose Legacy Giving

Most people include a legacy gift because:

• They want to express their values
• They want to support community organizations
• They want to make a lasting impact
• It feels meaningful and personal

Legacy giving is always optional, but it tells your story in a powerful way.

4. Legacy Giving and Your Loved Ones

A legacy gift can be designed to:

• Come after other gifts
• Protect your family first
• Reflect your values without taking away from your plans

It’s flexible and personal.