Birth a Lasting Legacy!

A “WIN-WIN” – for you and the Foundation!

With gift planning, you can provide long-lasting support for our Foundation while enjoying financial benefits for yourself. One of the following options may fit your Legacy Planning well!

What are my options?

A bequest can be made in several ways:

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

Beneficiary Designation Gifts

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to Louisiana Family Forum.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Benefits of gifts of retirement assets

• Simplify your planning
• Support the causes that you care about
• Continue to use your account as long as you need to
• Heirs can instead receive tax-advantaged assets from the estate
• Receive potential estate tax savings from an estate tax deduction