Secure Your Legacy During Legacy Giving Month

August is Legacy Giving Month, an annual reminder of the importance of estate planning and the enduring impact that can be made through legacy giving.

Legacy giving, a uniquely meaningful form of charitable giving, offers a win-win situation for nonprofits and donors. It allows donors to extend their support for a beloved cause well beyond their lifetime while providing nonprofits with a stable and predictable funding source for long-term projects.

Legacy giving is about making a difference today and ensuring a lasting impact for the future. Nonprofits gain financial sustainability from legacy giving, which provides a stable and predictable funding source for long-term projects and guarantees fulfilling the organization’s mission for future generations.

Legacy giving empowers donors to make a lasting impact on a cause that’s important to them. It’s a way to leave behind a contribution that will continue to reflect their values and beliefs long after they pass, providing reassurance and confidence in their decision.

Anyone can incorporate legacy giving into their estate planning. Donors who feel they lack the funds to make a significant gift during their lifetime can still create the impact they want through a legacy gift.  Legacy giving also provides tax advantages for donors and their estates. 

Join the Boulder JCC, Marianne Luu-Chen, a Wills and Estate Attorney from Hutchinson Black and Cook, LLC, and Matthew Rich, a Senior Financial Advisor from UBS, and a community of like-minded individuals for a free lunch and panel discussion on tax-efficient strategies for including your favorite charitable causes in your estate plans. This event is open to everyone who shares our passion for philanthropy. Secure Your Legacy: Leveraging Tax Advantages for Philanthropy will be on Thursday, August 29th, from 12 – 1:15 PM. Please register ahead of time on the Boulder JCC website.