CONSIDER A PLANNED GIFT!
GIVING & GIFT PLANNING
Planning your estate and legacy for future generations including your charitable interests takes careful evaluation. Consulting with the appropriate professionals can assist you. Discussing your charitable intentions with us can lead to a much better result than going it alone - and will assure that your gift is used just as you wish. We can give you valuable information about any of the creative giving techniques mentioned in these pages.
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SAMPLE GIFT LANGUAGE FOR YOUR WILL OR TRUST
By making Northstar Search and Rescue a beneficiary of your will or trust you can create a truly philanthropic legacy, exemplifying your values and knowing you’re giving to a cause that’s saving lives. Gifts in wills and trusts (“bequests”) are easy to set up, often let you maintain control of your assets today, and can often be easily modified at any time as you go through life. As you work with your estate planning attorney, you’ll uncover many ways to donate to Northstar Search and Rescue and each scenario will require unique language. For each situation, you can provide the following sample language to your attorney:
Most people make specific gifts to their loved ones, ensuring they receive what they need first and foremost, and also include a specific gift to their favorite charity to make one final generous donation.
I give and devise to Northstar Search and Rescue (Tax ID #41-1855873) in Maple Lake, MN, the sum of $___________ to be used for its general support (or for the support of a specific fund or program).
RESIDUAL GIFT LANGUAGE
Another common way to include charities in your estate plan is to care for your loved ones first and foremost and then donate whatever is left over – the residual of your estate – to charities.
I give and devise to Northstar Search and Rescue (Tax ID #41-1855873), located in Maple Lake, MN, all (or a percentage) of the rest, residual and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
CONTINGENT GIFT LANGUAGE
You may also consider making a charity a beneficiary of your estate plan as part of a contingency plan – in case another beneficiary is unable to accept the gift for any reason:
If (insert name) is not living at the time of my demise, I give and devise to Northstar Search and Rescue (Tax ID #41-1855873), located in Maple Lake, MN, the sum of $_______ (or “all” or a percentage of the residual of my estate) to be used for its general support (or for the support of a specific fund or program).
The information presented here is for educational purposes only. Always consult a legal or tax
advisor to determine what is best for you.
LEGACY GIVING & GIFT PLANNING
Request For Information
Complete the form below to request our free life and estate planning resources and/or for information on how to include Northstar Search and Rescue as a beneficiary of your estate plan.
You owe it to yourself and your family – protect your assets today for peace-of-mind tomorrow and leave a gift that continues on with Northstar Search and Rescue. Together, with gifts today and a distant tomorrow, we are able to continue our efforts of finding missing people.
LIFE AND ESTATE PLANNING GIFTS
Wills and Bequests
Gifts of Retirement Plans
Gifts of Appreciated Securities
Gifts of Life Insurance
Gifts of Real Estate
Gifts of Personal Property
GIFTS THAT PAY YOU INCOME
Charitable Gift Annuities
Deferred Gift Annuities
Charitable Remainder Unitrust
Charitable Remainder Annuity Trust
GIFTS THAT PROTECT YOUR ASSETS
Charitable Lead Trusts
Retained Life Estates