Ages 55-69

Here are practical, simple tips on getting your plans in order to protect your family and support your favorite organizations.

Planning for Your Family

The goal of estate planning is to provide peace of mind and financial support for yourself and your loved ones:

• Make sure your will is the best it can be
• Plan for a financially secure retirement

Helping Others

After your family is taken care of, you can extend your support by including a gift to our organization in your long-term plans:

• Leave us a small percentage of your assets through a gift in your will
• Make a charitable gift to us and receive fixed payments for life
• Designate a small percentage of your retirement plan assets to benefit our organization after your lifetime
• Donate appreciated stock you have owned for more than one year
• Donate your home or another piece of real estate
• Arrange a charitable remainder trust to benefit our organization
• Set up a charitable lead trust that supports us and helps preserve your loved ones' inheritance