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Leave a Legacy

Leave a Legacy

 

1955 Legacy Society

 

Become one of our most dedicated supporters with a onetime gift of at least $25,000, or by giving a cumulative $100,000, or by leaving a bequest to Lifelong Access.

 

Make a gift now

 

Learn more about leaving a bequest

 

Thank you to our current Legacy Society members:

 

Anonymous

Ramsin and Jizet Benyamin

Joan and Jack Capodice

Carle Health

Chris Carmouche and Amy Myers-Carmouche

CEFCU

Bob and Julie Dobski

DoubleTree by Hilton

Charles and Colette Farner

Chris and Debby Schell

Robyn Walter

Cathy and Dennis Wentworth

 

 

 

IRA Distributions

 

Required Minimum Distributions (or RMDs) are the minimum amounts you must withdraw from your retirement accounts each year. RMDs are taxed at the account owner’s current income rate. There are tax advantages to having your financial advisor disburse your RMD directly to Lifelong Access as an IRA Charitable Rollover (also known as a Qualified Charitable Distribution)

 

Find full IRS rules here 

 

 

 

Estate Bequest

 

Lifelong Access services are partially funded by private/state insurance and grants. Donations fill gaps for people without funding and let us expand our facilities to reach more people in need.

 

Your gift changes the lives of kids, teens, and adults in our community.

 

Find more information on ways to leave a bequest here

 

Please notify Lifelong Access of your estate plan. Download a Statement of Intent here

 

 

 

Gift of Assets

 

Making a gift on an asset is an innovative way to provide services that improve the lives of a child, a teen, or an adult in the Lifelong Access programs and fund our services into the future.

 

Stocks/Securities

Donors can avoid significant capital gains by making a gift of stocks or bonds that have been held for a time. Please inform our Donor Engagement Specialist, Leni Kuntz, of your intention to donate stock to Lifelong Access at [email protected] or (309) 451-8888 x 258.

 

Real Estate/Farmland

Donors who give real estate or other tangible assets receive a tax deduction. This can be done in a donor's lifetime or as part of an estate bequest.

 

Life Insurance/Retirement Plan

You can name Lifelong Access as a beneficiary of a retirement plan (such as an IRA or pension plan), a life insurance policy, or other financial account not directed in your will or trust. To do this, request a "change of beneficiary" form from your estate plan or retirement plan administrator, insurance company, bank, or brokerage firm. Naming Lifelong Access as a beneficiary may offer significant tax benefits for your estate.

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