Leaving a Legacy After Life

There are so many reasons to pledge a legacy gift to FSPW.

  1. It’s easy. Plus, we have the resources to help you through the process.
  2. You can make a gift that you may not be able to give in your lifetime.
  3. It allows us to thank you in person for helping to save the Scotchmans.
  4. You will help protect the Scotchmans for future generations.

Here are some ways to make a gift after life.

Bequest Giving.

A bequest gift is a donation made in your will or estate plan. Giving through your will or living trust allows you to make a generous gift that you might not be able to give during your lifetime. 

Bequests are gifts that anyone, of any means, can offer. You do not need to be wealthy; it does not cost a thing, and you can change your mind at any time just by changing your will. Assets such as land, a house, boat, or a vehicle can even be pledged as a bequest gift. 

If you already have a will, giving a legacy gift is easy. You can prepare a short document right now. Learn more.

Other Beneficiary Designations

You can also leave a gift through your IRA, life insurance policy, stocks, or other financial accounts. In addition to having a major impact on saving the Scotchmans, these types of gifts can also result in tax benefits for you and your family.

FSPW can be named as the primary, partial, or alternate beneficiary. Plus, these designations can be changed or removed at any time. To find the best option for you, please reach out to our staff or contact your financial advisor.

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