The Power of Planned Giving: Leave a Legacy for Women and Girls
The start of the new year is an ideal time to consider the many charitable giving opportunities available to support the causes you care about most. Planning for the future can give you peace of mind—knowing you have made provisions for your loved ones and nonprofit organizations, such as Soroptimist.
A planned gift can be an integral part of an overall estate plan, which includes basic documents such as a will, powers of attorney for financial and health matters, and completed beneficiary-designation forms for retirement funds.
Here are three gift ideas for you to consider:
Charitable bequest: The simplest planned gift is a charitable bequest made via a provision in your will or living trust. You can make either a lump-sum or a percentage bequest to Soroptimist to ensure your support of our mission continues beyond your lifetime. Bequests can be made from assets realized from the sale of a home or from investment assets.
Current gift of IRA funds: Upon reaching the age of 73, when required mandatory distributions (RMDs) from an IRA begin, you could make outright contributions to support Soroptimist's work from your IRA. The contributions will not be taxed and will count towards your RMD.
Donor Advised Funds: A Donor-Advised Fund is a great way to continue your family’s tradition of philanthropy. It is also a simple, flexible and tax-efficient way to support the mission of Soroptimist. Contributions are tax-deductible and investment growth in the fund is tax-free.
These and other planned giving options will be shared at the upcoming webinar on January 28 from 7 to 8 p.m. ET. Our presenters will give an overview of planned giving options, how planned gifts can support the Soroptimist mission, and lead a Q&A session. Please join us to learn more!
Speakers
Lise Detwiler, President of Generate Philanthropic Services
Lise is president of Generate Philanthropic Services, LLC – a fundraising consulting firm focused on coaching, training and assisting nonprofits to create and implement a balanced fundraising program. She holds an MBA from St. Joseph’s University in Philadelphia, the Chartered Advisor in Philanthropy designation from the American College of Financial Services and maintains her Certified Fundraising Executive credential.
Laura Pauli, SI/Desert Tuscon, AZ (Golden West Region)
Laura has been a proud Soroptimist member for 39 years. She currently serves as district four director in Golden West Region. Her past leadership roles include club president, Live Your Dream Awards chair, region program chair, and Dream It, Be It chair. In addition to Soroptimist, Laura currently serves as Board President for SaddleBrooke Community Outreach. The mission of SBCO is to provide opportunities for kids to succeed.
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