LEAVE A LEGACY
Legacy giving is a powerful way to make a lasting impact in your community. There are a variety of ways you can leave a legacy gift, often referred to as planned giving.*
FOUR EASY STEPS TO MAKE A LEGACY GIFT
- Step 1 – Decide if leaving a legacy gift is within your financial forecast.
- Step 2 – Decide which type of gift best aligns with your financial planning goals.
- Step 3 – Consult with your financial or legal advisor to confirm your legacy gift will be implemented when you are ready.
- Step 4 – Please contact the Chief Financial Officer, Josef Palik at (310) 893-5733 or josef@familyfirstamerica.org to let us know you plan to include the Family First Foundation in your will so we can keep you up to date on our work.**
* It is recommended you consult with your tax or legal advisor prior to making a legacy gift.
** There is never an obligation for requesting planned giving information. All of your information is maintained confidentiality. We never release, share, sell or rent names, addresses, etc.
Legacy Gifts Include:
- Real Estate
- Life Insurance Policies
- Cash
- Stocks
- IRA Rollovers
- Wills or Trusts
- Charitable Annuity Trusts
- Retirement Plan Assets
The best time to plant a tree was 20 years ago. The second best time is now.
Chinese Proverb
Questions? If you have questions or would like more information about planned giving, contact the Chief Financial Officer, Josef Palik at (323) 613-3989 or josef@familyfirstamerica.org.
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