LASTING LEGACY

National Estate Planning Month is a poignant reminder of a task often deferred but profoundly significant. Estate planning is not merely about wealth management—it's about securing your peace of mind and leaving a lasting legacy. Planned giving, a vital component of estate planning, goes beyond providing for your family's future. It is the key to peace of mind—a blueprint to ensure your wishes are honored, your loved ones are cared for, and your legacy endures. Planned giving can also provide enduring resources for causes close to your heart.

Planned gifts can take various forms, making it accessible for individuals with diverse financial circumstances. This can include estate plans, a beneficiary designation on an IRA, insurance policy, retirement plan or charitable trust, and other options, such as a charitable remainder trust.

did you know?

A qualified charitable distribution allows individuals who are 70½ years old or older to donate up to $100,000 to qualified charities directly from a taxable IRA instead of taking their required minimum distributions. Because the gift goes directly to a charity like the Tri Sigma Foundation without passing through the donor's hands, the dollar amount of the gift may be excluded from taxable income. This could be a good option for you if have significant assets in an IRA, plan to make a large gift in relation to your income, or do not want to itemize deductions. Consult your tax advisor or visit irs.gov for more information.

Board service is a significant commitment as well as a valuable professional opportunity. We seek leaders who are passionate about our mission, possess relevant skills and expertise, and want to make a difference within Tri Sigma and within the communities where our members live. For more information on how you can volunteer for the Foundation, email sbateman@trisigma.org