With just a little planning, you can leave a legacy of love and support so that your good works continue well into the future.
The Red Cape Society honors those who have designated a legacy gift to Girls Inc. of Santa Fe. Society members enjoy:
- Regular organizational communications
- Invitations to events, including our annual Champions Reception
- Ongoing recognition, if you wish it, in our Annual Report
- A red cape of your own to remind you of your positive impact on girls in our community today and in the future
- The knowledge that you forever be a superhero for girls
Legacy gifts can take many forms, including creating a bequest of cash or part of an estate, stocks, individual retirement accounts, real estate and life insurance.
A bequest can include cash, stock, real estate or other assets. This option allows you to remain in control of your assets during your lifetime. It costs you nothing today and can reduce your estate tax burdens. Simply use your will to list the people and causes important to you and direct almost any assets you have to them.
Review and update beneficiary designations for your retirement and bank accounts. If you have any of the following, you have a great opportunity to change the lives of girls well into the future:
- IRA, 401(K) or 403 (B) retirement accounts
- Investment accounts
- Checking, savings, or CD account
- Life insurance policy
With a beneficiary designation, you still own the account and can continue to use it to meet your needs. To name or change your beneficiaries, ask your account custodian, insurance agent, or bank to send you a beneficiary designation form. You can name family, friends, or an institution like Girls Inc. of Santa Fe to inherit your account.
Seek Professional Guidance
Using funds from your retirement plan may be the most tax-effective means of making a charitable gift. Because laws vary depending on when and how you make the gift, and to maximize tax benefits from your philanthropy, please seek professional guidance from an attorney or other professionals who thoroughly versed in the area of tax law.
The Santa Fe Estate Planning Council Directory is one resource to find a professional in estate planning. (sfestateplanning.com)
What will your legacy look like? If you start planning today, you may find your legacy is richer and more meaningful than you thought possible.
Let Us Say Thank You
A gift in your estate plan is a way to extend your support of girls in Santa Fe, and the surrounding area, into the future, creating a lasting legacy.
Please let us know if Girls Inc. of Santa Fe is already in your will. Your plans will be kept in the strictest confidence. We want to show our gratitude for your generosity by providing you with the benefits of the Red Cape Society.
For more information, call us at (505) 982-2042.