There is a proverb that says, “No matter how long the winter, spring is sure to follow.” After another long winter spring is a welcome relief for many of us. We often use this time to recharge and refresh. Spring is also a great time to take a new look at your legacy plan.
Philanthropy through planned giving is an excellent way to support causes you are passionate about during your lifetime and continue to positively impact lives long into the future. By mapping out your gifts through planned giving you can strategically use your assets to leverage the greatest benefit to you and your charitable interests. There are excellent examples on ways to accomplish this on the GiftLegacy web site and I encourage you to discuss those of interest with your financial advisor or attorney. I would also be glad to talk with you about planned giving options that support local health care through Mercy Health Foundation.
Spring is a time for starting fresh. If you haven’t refreshed your legacy plan in a few years, it may need to be dusted off and revised in light of changing tax and planning options or changes in your life situation. Taking the time now will benefit those you love most in the future.