| ABOUT LEAVE A LEGACY® HOW TO PARTICIPATE RESOURCES NEWS & EVENTS FORMS PARTNERS GUIDE TO PLANNED GIVING |
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LEAVING YOUR LEGACY > What Matters to You Five Steps To Leave Your Legacy Eight Things You Can Do Today To Leave A Legacy GETTING STARTED > ENDORSE AND SUPPORT > < BACK TO HOW TO PARTICIPATE MAIN |
INDIVIDUALS
Chances are you’ve reached a point in your life where you are able to look back on your personal experiences with a measure of wisdom. Perhaps only now – from the comfortable vantagepoint that comes with age – can you truly appreciate the hard knocks and the simple gifts that each life bestows. Only now can you articulate what matters most: Is it your family? Your friends? The sunsets? Your health? An education? While our government encourages philanthropy by offering extraordinary tax benefits to people who support charitable organizations, it is our hearts that ultimately lead us to reach out to others in need. Consider contacting the representatives of the charitable organizations you might like to remember in your estate. These individuals would be happy to work with you and your professional advisors to make a plan that best reflects your personal beliefs and values. You might also want to consult with a trusted professional – lawyer, CPA, trust officer, financial planner and/or insurance agent – who can help you fulfill your intentions. This will most likely involve preparing or updating your will and estate plan. If you do not already have an advisor, our list of
Professional Advisor Partners may be of assistance in locating one. You can also contact us directly at LEAVE A LEGACY™ Iowa:
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