Legacy Giving

 

LEGACY GIVING

Legacy or Planned Giving is the process of donating a major gift that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are often granted once the donor has passed away and can include gifts of equity, life insurance, real estate, personal property or cash.

 

 

A bequest is the most frequently utilized planned giving method in the United States.  Simply stated, a charitable bequest provides for a distribution of cash or property to charity upon a donor’s passing. The charitable bequest provision is usually contained in or can be easily added to a donor’s will or revocable living trust.

 

    

 

Thank You To Our Legacy Society Members

Legacy Society Members have included the AMA in some aspect of their Estate Planning.