Estate Planning Gifts

 Planned Giving

Please remember Lee’s Place in your estate planning to maintain a lasting legacy of help to those in need. There are multiple tax advantages to planned giving. Many giving options include tax benefits both now and later. Check with your attorney, accountant, or other tax advisor for additional information on how the general rules apply to your situation. (Not all available methods of giving or tax ramifications could be included here.)

Your rewards will be more than the tax savings that are a result of your gift. You will also experience the personal and emotional rewards of helping to insure the future of our community and the health of those who live here.

Lee’s Place fills a need in our community unlike any other in times of crisis, be it from death, divorce, crime, abuse, suicide, or any type of trauma. Our quality therapy offered at reduced fees helps hardworking people, who would otherwise be unable to afford the therapy they need, to reenter their lives of school, work, parenting, and community involvement in a timely and healthy manner.

There are as many different ways to support Lee’s Place as there are needs for your support. Planning a gift is more than just finding a need. There are a lot of factors to consider.  If planned giving is a new thought, you might want to take a moment to discuss this with your accountant, attorney, and family members.

Here are some of the many ways you can leave a lasting gift to Lee’s Place and to the lasting health of Tallahassee.

Designating Lee’s Place as one of the beneficiaries of:

Wills and Bequests, Life Insurance, Stocks or other investments, Real Estate, Annuities, Retirement Assets, Trusts

Here is  an article in the Tallahassee Democrat March 17, 2013 on Life Insurance as a gift to charities

March 17 article on life insurance as a means of giving