Legacy Giving is a way to leave a meaningful legacy to Project Angel Heart and to ensure the ongoing viability of our organization. A legacy gift shows your belief in the mission of Project Angel Heart and your desire to accomplish something special in the lives of those battling life-threatening illness.
The Legacy Circle
The Legacy Circle honors those who have remembered Project Angel Heart in their estate plans. These gifts help ensure that people facing life-threatening illnesses will always have access to medically appropriate, nutritious meals.
Ways to Give
There are a number of planned gift options, most of which offer considerable tax benefits. Estates both large and small can benefit from planned giving and make a significant impact on Project Angel Heart.
- Bequest (Will or Living Trust)
- Beneficiary Designation (life insurance or IRA)
- Charitable Remainder Trust
- Charitable Lead Trust
- Retained Life Estate
What to Give
- Publicly traded securities
- Retirement plan assets
- Personal residence, vacation home, or other real estate
- Life insurance policies
- Closely held stock
- Family limited partnership interests
- Other assets of value
Please consult with your professional advisor to determine if an estate gift is right for you. Your advisors can help you explore the possibilities and identify ways to maximize the financial and tax benefits of an estate gift. Project Angel Heart also offers free information to help you explore these options further.
Joining the Legacy Circle is as easy as completing, signing, and returning this commitment form. Contact Jennifer Lackey at 303.407.9418 or firstname.lastname@example.org with questions or for more information.