Joining the Legacy Circle

There are many ways to support The Cedars Legacy Fund and become a member of The Legacy Circle. The first step is to designate The Cedars as a beneficiary of your estate. Your legal or financial planning professional can assist you in customizing your estate or lifetime gift with significant tax advantages to you and a lasting, personal benefit for Cedars. Through gift planning, you may be able to make a larger gift than you ever thought possible.

 

 
Ways of Giving:
 
 
 
Bequests

By naming The Cedars in your will, you defer the gift until after your lifetime and may designate a specific amount or a share of your estate. Your gift qualifies for federal and state tax deductions.

 
Securities

Gifts of publicly traded stock held for more than one year may help you avoid capital gains taxes and qualify you for an income tax deduction.

 

 
Real Estate

Real estate is ideal for several methods of charitable giving and may realize immediate tax and income advantages, or it may be used to fund certain life income plans.

 
Life Insurance

By giving The Cedars an existing policy or naming The Cedars as the beneficiary, you can make an ultimate gift that is significantly larger than your out-of-pocket cost.

 

 

Revocable Living Trust

You can name The Cedars as the beneficiary of the assets in your living trust similar to that of a will and maintain control of the trust during your lifetime. Tax benefits are the same as for a will and your estate passes free of probate.
 
Retirement Accounts

You can name The Cedars as a beneficiary of your retirement plan assets, a simple method to avoid income tax, inheritance tax and federal estate tax.

 

Charitable Remainder Trust

Through a trust which provides you with income annually, you create a secure stream of income for life with the ultimate gift to The Cedars.

Ways of Giving

For these and other ways to leave a legacy gift, consult your legal or financial advisor.


 

Click here to view The Cedars Legacy Fund Brochure
 
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