What is Planned Giving?
Planned giving is a general term used to describe deferred donations that are a part of a donor’s overall financial or estate planning.
Planned gifts are a way to maximize a future donation to a cause you care about as you’re taking care of your family and loved ones and are frequently associated with tax benefits.
Planned gifts are often made through:
- Life Insurance
- Retirement Plans
- Personal Property
- Real Estate
- Business Interests
How do planned gifts benefit Lifeworks?
Planned gifts provide Lifeworks with greater financial security and allow us to better plan for the future. Additionally, these deferred donations allow Lifeworks to provide valuable services to people with disabilities in case of economic downturn or a reduction in government funding.
Why make a planned gift?
A planned gift is a way to leave behind a legacy. Leaving a bequest or other deferred gift to Lifeworks shows your commitment to our mission to serve our community and people with disabilities as we live and work together and is one of the most tax-efficient methods of giving.
Make a planned gift to Lifeworks, and you will:
- Support the next generation of people with disabilities
- Deepen your connection to the Lifeworks community
- Share in our vision for the future
The Lifeworks Legacy Club
The Lifeworks Legacy Club was created to honor those who have chosen to make a planned gift to Lifeworks. It consists of individuals who believe strongly in the impact that Lifeworks has on the community and individuals with disabilities.
How do I make a planned gift?
To get the process started, contact Lifeworks Major Gifts Officer, Lori-Anne Williams: firstname.lastname@example.org | 651-587-4267. Though we are happy to work with you and your estate planning team, Lifeworks is not qualified to provide tax advice.