CREATE A LEGACY THROUGH PLANNED GIVING

By making a charitable gift to the LTHS Foundation, you are ensuring that we can continue our mission for years to come; even after your lifetime.

“Planned giving” describes the many ways in which individuals make charitable gifts. A variety of planned giving vehicles are available to those who wish to provide for the future benefit of our community and create a lasting legacy.

Determining what gift is right for you is just as important as making the gift. The correct plan for you balances what you wish to accomplish for yourself, your family and your charitable interests in your overall estate and financial plans. Below is a listing of typical planned giving strategies:

BEQUESTS

A bequest is something a donor gives or leaves by will — especially personal property. Leaving part of your hard-earned assets (i.e., land or percentage of your overall estate) to the LTHS District 205 Foundation can be a wonderful way to be remembered for eternity.

DONATE STOCKS AND SECURITITES

Another way to make a gift to LTHS is to donate appreciated securities (i.e., stocks, mutual funds). The costs of donating may be reduced because of the avoidance of double taxation.

First, you will be entitled to an income tax charitable deduction for the full fair market value of appreciated securities (i.e. stocks, mutual funds) if they have been held for at least one year.

Second, capital gains taxes are not paid on the transfer.

Donors also can make gifts of closely-held stock and other securities that are not readily marketable. These gifts involve special handling; you are urged to consult your financial planner.