LiftFund Legacy Philanthropy

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, you can also 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:

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

Lilliane Spenlé
Grant Programs and Operations Manager
lspenle@liftfund.com

Testimonials

“Once we saw the impact of LiftFund’s work to meet a need in society – assisting small businesses with loans and technical assistance they could not get anywhere else – we decided to include LiftFund in our estate plans. We want to have an impact on organizations that do what we believe in and where we could make a difference. LiftFund’s mission does that and this is a way to support its future in perpetuity.”

“Our Dad and Mother – a small business owner and an educator – came out of the post-World War II era with a great work ethic and a belief in the ‘American Dream.’ Our Dad had a mentor when he was starting out with his air conditioning business. The man gave him a hand-up by ‘staking’ him the resources he needed starting out. This is one of the reasons Dad made this estate gift to LiftFund: that is what it does for small business owners.”

LiftFund Legacy

Donor Support

Testimonials

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