GIVE FINANCIALLY
LEGACY GIVING
Give The Gift of Legacy
Plan Today!
Talk to your attorney or financial advisor to explore your options for planned giving. Click below for some basic information on how to include Note in the Pocket in your Planned Giving. Our friend, John Riley, described his decision in these words: “As I began to grasp the impact Note’s mission has on so many children’s lives, the fact that they’re being given the opportunity to excel in school and ultimately in life, I realized this is an organization whose mission is so vital, that I wanted to support it in perpetuity.” One sentence in your will can make a lifetime of difference in making sure that children are not limited in their educational and social development because they do not have appropriate clothes for school.
What is Legacy Giving?
Planned charitable giving is the transfer of a designated portion of your assets to the charity of your choice during your lifetime or as a part of an estate plan. You make it your personal plan by deciding what you care about most and what you want your future charitable gifts to impact.
Benefits of Legacy Giving:
- You leave a lasting legacy to causes that are important to you.
- It can lessen the tax burden on you and your family, depending on the type and amount of your gift.
- They work to benefit you and all your chosen beneficiaries, existing side by side with other personal priorities.
How to get started:
(1) Determine what you want to accomplish with your charitable gift.
(2) Contact Note in the Pocket for additional information and to discuss how your wishes can make a lasting impact.
Nancy Bono, nancybono@noteinthepocket.org
919-714-9403 ext. 104