With thoughtful planning today, you can make a huge difference tomorrow. Making a planned gift costs you nothing today. You can include Spare Key as a beneficiary in your will, life insurance policy and retirement accounts.
The principal benefits of planned gifts accrue to Spare Key at a later time, after your death or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance.
Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting Spare Key, a bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.
Contact Mary Serie at email@example.com if you have any questions or concerns. Or, consult with your attorney for more legal advice.