Legacy Gifts and Estate Planning
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Legacy Gifts and Estate Planning

Legacy Program Brochure

Did you know you can arrange for a future gift to 1868 Foundation by remembering our organization in your will or trust? By utilizing one of the creative alternatives outlined below, many people find that they can provide adequately for their family and still include the 1868 Foundation in their planning.

As you are in the process of completing or updating your estate documents, and would like to consider including the 1868 Foundation in your estate planning, you may find the information presented below to be of particular interest.

Examples of Legacy Gifts

· Nonprofits of every size rely greatly on outright gifts. For many nonprofits outright gifts are funds they can use today and are crucial to our survival. We thank you for your continued support in the manner.

· An alternative to a cash donation would be an outright gift of appreciated assets which optimizes tax benefits for the majority of donors.

· For donors who prefer to make major donations at the end of their life, the bequest has many advantages, including simplicity, economy, revocability, ease of change, and asset availability.

· The charitable gift annuity allows donors to make a relatively small irrevocable commitment to a charity. Secondary benefits, such as tax benefits and investment options may be best achieved with a charitable gift annuity.

· Giving trusts and other split interest gifts are complex devices. Their principle advantage is their flexibility in providing solutions to specialized and complex wealth, tax, and estate situations.

Please do not hesitate to contact Lindsey Koepke at 402.432.1393 or lkoepke@statefair.org. For additional information and to learn more about how you can help the 1868 Foundation carry out our important work forever, simply fill out the either of the forms below and we will be in contact with you


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