Legacy Giving
Creating a lasting legacy begins with tending to your values and making a commitment to long-term impact.
Legacy planning is for everyone and is available to dedicated community members of all ages and means. So often, people are able to make a much larger impact than they can imagine, simply by crafting a plan and following through with the administration.
Do you already have a plan in place naming Capstone Community Action? First of all, thank you! Your care will help our critical work thrive well into the future. If it feels right, please let us know via the contact below.
Why consider legacy giving? It is one of the most meaningful ways to support our mission and share your love of our community. We know you care as deeply as we do about creating a brighter future for all.
Two of the primary and most accessible types of planned gifts are: Bequests and Beneficiary Designations. There are many ways these can benefit your financial goals. As always, it is best to make the right-sized plan with a trusted financial advisor.
Bequests
As part of the creation of or amendment to a will, making a charitable bequest is something anyone can do. While creating a will requires working with a lawyer or professional service, bequests do not cost donors anything during their lifetime.
A donor allocates a portion of their estate by way of a specific amount, a percentage of the total estate, or the remaining value after all other bequests have been taken care of.
Beneficiary Designations
This strategy is easy, quick, and requires no lawyers or fees. You can name Capstone as a full or partial beneficiary of life insurance or unused retirement assets like IRAs, 401Ks, 403Bs, and pensions. Simply complete a form with your plan administrator and notify us of your gift intention.
You may also transfer assets from a Bank or Investment Account with a Payable-on-Death (POD) form with your bank or Transferable on Death (TOD) deed with your brokerage firm.
FAQs
