LiftFund Legacy

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:

  • Clearly defining how you want your estate settled for the people and charitable organizations that are most important to you.
  • Achieving advantageous tax considerations for you and your beneficiaries depending on the type of estate gifts you make.
  • Supporting the long-term sustainability and missions of nonprofit organizations in which you believe by maximizing the size of donation.
  • Designating the specific intentions for use of your gift.
  • Having peace of mind.

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:

  • Naming LiftFund as a beneficiary of a specific amount or percentage of your estate in your will or living trust. The majority of planned and estate gifts are made through these types of bequests.
  • Designating LiftFund as a beneficiary through your Individual Retirement Account (IRA), retirement plan, life insurance policy, annuity or investment.
  • Establishing a Charitable Gift Annuity that will provide you with regular payments and qualified tax benefits.
  • Creating a Charitable Remainder Trust that offers you tax benefits and 1) regular fixed payments through an Annuity Trust or 2) variable payments based on market fluctuations through a Unitrust.

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.

Donor Support

Give us a call at (888) 215-2373 and press 6 for Donations and Investments, or connect with a team member directly:

Celina Peña
Chief Advancement Officer
cpena@liftfund.com

Linda Toyota
V.P., Community Engagement and Development ltoyota@liftfund.com

Dan Yoxall
V.P., Community Engagement and Development dyoxall@liftfund.com

Testimonials