Planned Giving

Planned Giving – Legacy Society

By including the B5 in your will, trust, or other planned gift, you demonstrate your personal compassion and serve as an inspiration to others. Such a contribution holds a timeless influence, making a lasting impact on our organization.

Legacy Society Members are individuals who have chosen to include B5 in their estate plans or through life income gifts. By joining this esteemed group of donors, they leave a meaningful legacy of support that sustains our vital community initiatives both now and in the future. Participating in the Legacy Society grants you significant advantages, such as annual acknowledgment in our donor newsletter, exclusive invitations to special events, and privileged access to noteworthy updates. Additionally, a planned gift provides numerous potential benefits, including the chance to enhance spendable income, minimize or eliminate capital gain taxes, and potentially save on federal and state estate taxes.

Types of Planned Giving include Wills & Trusts, Beneficiary Designations, Gifts of Real Estate, Retirement Plans, IRA Gifts or Charitable Annuities.
The content provided on this website does not constitute legal or tax advice. To obtain such advice, we recommend consulting with an attorney, financial advisor, certified public accountant (CPA), or a trusted expert in the field.