Meet your personal philanthropic goals and directly impact small businesses and LiftFund’s mission through planned and estate giving.
Did you know that in addition to the option of making immediate donations of cash, stocks and securities, real estate, and in-kind gifts that you can choose to make LiftFund – and by extension the small business owners we serve – the beneficiaries of a portion of your estate plan?
The benefits of making a planned or estate gift to LiftFund and other nonprofit organizations include:
Examples of planned and estate gifts that can meet your personal objectives and make a difference at LiftFund and the other charitable organizations important to you include:
Note: The information presented here is not intended as legal or tax advice. When making legal and financial decisions regarding your estate, it is important to consult with your attorney and tax consultant and to inform LiftFund and other charities of your plans once they are complete so that you may receive proper documentation such as acknowledgement of your intentions and tax information. For more information, please contact Donor Support at the bottom of this page.
Give us a call at (888) 215-2373 and press 6 for Donations and Investments, or connect with a team member directly: