LEAVE A LEGACY

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LEAVE A LEGACY CONNECTICUT

• Include charities in your estate planning and
• make a difference in the lives that follow.

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What is LEAVE A LEGACY CONNECTICUT?

• Statewide campaign to encourage people to
• Have a will
• Leave a Gift to a Nonprofit Organization
• Begun in Connecticut in 1999
• Partnership of more than 800 nonprofits,
  professional advisors, and donors
• One of 155 nationwide organizations

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Who We Are
Statewide committee of volunteers Connecticut
Association of Nonprofits Connecticut Council
for Philanthropy Connecticut Bar
Association Community Foundations United Way
Association of Fundraising Professionals Planne
d Giving Group of Connecticut
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Who We Are
Seven Regional Volunteer Committees
Northwest/Waterbury New Haven County Greater
Hartford Middlesex County Northeast Southeast
FairfieldCounty
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Who We Are
2000 National Committee on Planned Giving Award
Winner Best Ongoing LEAVE A LEGACY Campaign in
the United States
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Who We Are

• Nonprofits
• Professional Advisors
• Connecticut Bar Association
• Faith-based Organizations

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Why LEAVE A LEGACY?
Percentage of people in the U.S. who donate to
charities annually
Donate
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Why LEAVE A LEGACY?

• Percentage of people in the U.S.
• who leave bequests to charity

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Why LEAVE A LEGACY?

• Percentage of Connecticut estates that included a
  bequest to charity

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Why LEAVE A LEGACY?

• Percentage of assets in those estates bequeathed
  to charity

3.70
96.30
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The Source of Charitable Contributions
Source AAFRC Trust for Philanthropy/Giving USA
2002
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Why LEAVE A LEGACY?

• Number one reason people fail
• to include bequests in their estate plans?
• NO ONE ASKED THEM.

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LEAVE A LEGACY Goals

• Raise public awareness of the benefits of leaving
  bequests.
• Use network of nonprofits, professionals and
  community leaders to increase the number of
  people who include charities in their wills.

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Benefits of Charitable Giving

• Make a statement about your values.
• Satisfaction of helping others.
• Income tax deduction.
• Elimination of capital gains tax on appreciated
  property.
• Removal of property from taxable estate.

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Benefits of Charitable Bequests

• The Choices
• Legacy gifts Make a statement about your values
  
• by supporting charities in your community.
• Alternative Government sets priorities by
  deciding use of taxes from your estate.

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Benefits of Charitable Bequests

• Anyone can do it, regardless of size of estate
• Extremely simple
• Tax benefits
• Set an example for friends and family

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Simple Ways to LEAVE A LEGACY

• 1. Prepare or update your will.

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Simple Ways to LEAVE A LEGACY

• 2. Set aside a gift in your will for your
  favorite charity or religious organization that
  has made a difference in your life.

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Simple Ways to LEAVE A LEGACY

• 3. Life insurance
• Name your favorite charity as the beneficiary of
  an existing life insurance policy,
• or purchase a new policy and name the charity as
  the beneficiary.

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Simple Ways to LEAVE A LEGACY

• 4. Remember your loved ones
• with a charitable bequest in their honor.

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Simple Ways to LEAVE A LEGACY

• 5. Name a charity as the beneficiary of your
  pension plan or IRA.

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Simple Ways to LEAVE A LEGACY

• 6. Discuss with your advisors or your favorite
  charities the tax advantages you can enjoy now by
  leaving a gift to a charity.

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Simple Ways to LEAVE A LEGACY

• 7. Spread the word.
• Let your family, friends and advisors know that
  youve taken responsibility for your legacy and
  for the well being of a cause
• you care about.

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Steps for Nonprofits to Take

• Print out the Participation Form from the LEAVE A
  LEGACY website.
• Review it with your board along with
• About LEAVE A LEGACY .
• Invite a LEAVE A LEGACY speaker to talk to your
  board.
• Get your boards endorsement.

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Steps for Nonprofits to Take

• Run a LEAVE A LEGACY article in your
  organizations newsletter.
• Personalize your LEAVE A LEGACY brochures.
• Mail brochures to your supporters.
• Use the LEAVE A LEGACY logo in
• gift planning materials.
• Link to the LEAVE A LEGACY
• website.

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LEAVE A LEGACY CONNECTICUT

• Infoline 2-1-1
• Planned Giving Group of Connecticut

Theres no end to the good you can do.