As we progress throughout our lives, we seek meaning in our family, social, religious and work relationships.
“The future must be seen in terms of what a person can do to contribute something, to make something better, to make it go where he believes with all his being it ought to go.” – Frederick R. Kappel
When we do succeed in finding religious, charitable or social meaning in our lives, one avenue of honoring this can be to make a financial gift to an organization or institution which develops, reflects, or embodies this meaning in our lives. Making such a gift can leave a legacy that is in itself helpful and meaningful to others, i.e., passing on the benefits of our life journey. The amazing benefits and legacies of such giving can especially be seen all around St. Louis, from the St. Louis Zoo to the Missouri Botanical Gardens to Forest Park.
There are a variety of gifting methods available which can comfortably be incorporated in your estate plan. These can be during your lifetime, following your death, or a combination of both; can include gifts of cash or of appreciated assets (with tax benefits as well!); can be outright or in trust; and can be honoring (such as recognition gifts) or incentivizing (such as matching programs). The options when it comes to charitable gifting are endless, and you can truly tailor your legacy specifically to your own goals for the memory you want to leave.
Some examples include:
Our goal is to assist our clients in focusing their charitable goals and designing appropriate strategies to accomplish those goals whether it be to reap the tax benefits during life or at death, or to simply leave a memory others can enjoy for generations to come.