Talk with an attorney or financial planner, accountant, banker or insurance agent to learn ways to leave a bequest or gift to charity. Speak with a charity that has made a difference in your life. Many organizations have specific gift plans. Prepare a Last Will and Testament. Without a Will, you will lose the opportunity to decide who receives your assets. With a Will, you can specify a dollar amount, a percentage of your assets, or a specific asset such as stock or real estate to charity. Consider making a gift of stocks, bonds, certificates of deposit, real estate, art or jewelry rather than cash. These gifts can offer tax savings. Name a charity as beneficiary of an IRA, 401K, Keogh or pension plan. Name a charity as a beneficiary of a life insurance policy. Receive payments during your lifetime from a gift you make to a charity today. You may be able to increase your income and realize tax savings. Remember loved ones with memorial gifts to your favorite charity. Discuss your plans with close family members so they can support your decision. Consider establishing a family foundation, donor-advised fund or charitable trust if your assets are substantial. What is Leave a Legacy? | Question and Answers | Ten Things to Leave A Legacy Benefits to Leave A Legacy | Calendar of Events | Contact Us