Equities & Planned Giving
Build a More Nurturing Society
You can make a lasting impact in the lives of future generations of people with intellectual disabilities through legacy giving to L’Arche Chicago. It is surprisingly easy to arrange a planned legacy gift.
While ensuring that you retain adequate resources for you and your loved ones throughout your lifetime, legacy giving empowers you to leave a more generous gift than you may have thought possible. Legacy gifts take many different forms:
1. Bequests Under a Will
By working with your attorney or financial planner, or by simply adapting the following language, you can make several different types of bequests:
A simple and straightforward way to donate a specific dollar amount or percentage:
“I give, devise, and bequeath to L’Arche Chicago $ ___ dollars (or ___ %) to be used for its general purposes.”
Add a contingency to a general bequest for added direction:
“In the event that _____ predeceases me, I give, devise, and bequeath his/her bequest or share to L’Arche Chicago to be used for its general purposes.”
Donate all or a portion of your estate after all debts, taxes, expenses have been paid:
“I give, devise, and bequeath to L’Arche Chicago ___ % percent of the residue of my estate to be used for its general purposes.”
2. Life Insurance
Life insurance gifts can include whole life, universal, and other forms of life insurance policies. You can contribute all or part of a policy to L’Arche Chicago when you are named as a beneficiary while retaining ownership of the policy and having access to the policy’s cash value. Simply set up a time to speak with your insurance provider to designate L’Arche Chicago as the beneficiary.
3. Retirement Plans
Retirement plans are another easy way for you to make a gift to L’Arche Chicago that also maximizes tax savings. Through the retirement plan provider, a donor can designate L’Arche Chicago as a full or partial beneficiary with the ability to name a specific amount or percentage.
Gifts of Stocks & Equities
Make a lasting impact through tax-efficient donating
Take to this information sheet your financial advisor to make a donation via stock and equity wire transfer.
L’Arche Chicago is equipped to handle donations of equities. Through donation of stock(s) to L’Arche Chicago, you are able to avoid the taxation of the appreciation of the equities.
Your gift of stocks and equities to L'Arche Chicago will have a measurable impact on our community of adults with and without intellectual disabilities who live together and share friendship in a community strengthened by faith.
Questions about planned giving or the donation of stocks or equities?
Contact our Development Director Sarah Ruszkowski at (708) 660-1600 or firstname.lastname@example.org.