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Leave a Legacy

Planned giving options offer donors unique and meaningful ways to support Creature Comfort today while leaving a legacy for future generations.

Bequests

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Creature Comfort as part of your estate plan. Many people find they can make a more generous gift through a will bequest than they can comfortably during their lifetime.

What are the benefits of making a bequest?

  • You leave a lasting legacy to be remembered.
  • You lessen the burden of taxes on your family.
  • You may receive estate tax savings.

A bequest can be made in several ways:

  • You can gift a specific dollar amount or asset.
  • You can gift a percentage of your estate.
  • You can gift from the balance or residue of your estate.
  • You can make a beneficiary designation of certain assets.

Donor Advised Fund

With a donor advised fund, you can make gifts during your lifetime and, when you pass away, your children can carry on your legacy of giving.

What are the benefits

  • Establish a flexible vehicle for annual charitable giving.
  • Benefit from a more tax and cost efficient alternative to a private foundation.
  • Obtain a charitable income tax deduction in the year of your gift.

How a donor advised fund works:

  • You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization.
  • The assets in your DAF grow tax-free.
  • You make annual recommendations on gifts to be made from your DAF.
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