Planned Giving

Most of us if given the opportunity would like to leave a legacy to show that our lives have made a difference and to reflect on what we believe to be important. Quite often estate planning and planned charitable giving is something that one plans to do “tomorrow” but many never seem to find the time. This type of giving can be more straightforward than people think, and everyone benefits when someone takes the time to make this important decision.

Two of the most common ways to make a planned gift are through wills or estates and through life insurance. It is easy to identify the National Inclusion Project as a recipient of a percentage of your estate, a defined benefit amount, or a physical asset.

Life insurance policies are also quite prevalent as a means to make a gift to an organization. The Project can be identified as the beneficiary or co-beneficiary depending on your personal desires. Based on your overall financial plan, life insurance is a good vehicle to make a meaningful gift and receive tax benefits on the premium costs.

The National Inclusion Project is fortunate that we have friends that are using these methods to make planned gifts. These planned gifts insure the future of our programs and our collective ability to change lives so no one has to sit on the sidelines.

The National Inclusion Project is committed to do the most good with your contributions today and in the future. For additional information and to learn more about how you can establish your legacy for inclusion, please contact Jerry Aiken.