Planned giving—also known as legacy giving—is the process of arranging a future charitable donation as part of your overall financial or estate planning.
It allows you to support organizations you care about in a meaningful, lasting way while potentially benefitting you or your loved ones.
Why make a Planned Gift?
- Easy
- Flexible
- Lasting Impact
- Tax Benefits
A note from volunteer, board member, and legacy giver, Ralph Siciliano:
“I believe deeply in the mission of LSA, and I’ve seen the difference it makes in people’s lives. Leaving a gift in my will will help to assure that its great mission of compassion, kindness, mutuality, and hope will carry on long after I’m gone.
I’ve chosen this cause as a way of thanking LSA for all the good I’ve experienced from being a part of this wonderful organization and ensuring that others will continue to benefit for generations to come.”
Your Legacy Choices
- Bequests: Leave a bequest to LSA in your will. Donate appreciated property such as shares, stocks, or mutual funds to LSA.
- 401K or IRA: Designate LSA as a beneficiary of part of your retirement account.
- Insurance policy: Include LSA as a beneficiary or owner of your policy to receive funds now or later.
- Donor Advised Funds (DAF): Make a recommendation to your DAF sponsor to have LSA as your chosen charity in the future.
Suggested wording to give to your attorney or financial advisor: “I hereby give, devise, and bequeath the sum of $___ to LSA Family Health Service, 333 E 115th Street, New York, NY 10029, Federal Tax ID EIN Number 13-2867881 for its mission.
