Estate gift commitments are an impactful—and easy—way to support future generations. But if they make you wonder “What about my loved ones?” we can help. It’s possible to leave a legacy for causes you care about and provide for loved ones after you’re gone. Consider these options:
- Include a percentage in your will or trust to ensure that your gift remains proportionate to your estate size, no matter how it fluctuates over the years.
- Name DuPage Foundation as a contingent beneficiary of your will or trust so that we’ll receive your gift only if your other beneficiaries are no longer living.
- Leave highly-taxed assets, such as those from your retirement plan, to the DuPage Foundation. We’ll receive these gifts tax-free. Leave other less tax-burdened assets, such as real estate, cash, or life insurance, to your loved ones.
- Stipulate that your gift to the DuPage Foundation be given in honor of someone you care about, leaving an “inheritance” that gives in perpetuity.
It’s never too early to plan for your legacy. We’re happy to work with you and your advisors to arrange a tax-wise gift that’s right for you. For more information on charitable giving opportunities available through the Foundation, contact Mike Sitrick, JD, CFRE at 630.598.5285 or email@example.com.