Planned Gifts to David Lawrence Center

May 2nd, 2014

The most common donations to charities are outright gifts, such as cash or a check. However, if you wish to hold on to your assets to be sure you can meet your family’s future financial needs, there are exceptional alternatives that allow you to still make a gift – in many cases a much larger gift than you thought was possible.

“Planned” gifts” are gifts that are planned in advance for the future benefit of the David Lawrence Center. Planned gifts are popular because of the financial flexibility and tax benefits they provide. There are several options to help you make wise and prudent gifts. Planned gifts can be revocable so you can change your mind at any time, or, they can be irrevocable-just as outright gifts are-so that you benefit from an immediate income tax deduction.

The most common planned gift is simply providing for the David Lawrence Center in your will.

Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on.

The most important thing you can do for yourself and your loved ones is to draw up a will. Secondly, it is important to have your attorney review your estate plans regularly, as federal tax law, state probate and estate regulations often change.
If you have already included the David Lawrence Center in your will, please let us know so we can include you in the David Lawrence Society.

If you are considering a planned gift, please consult with your financial advisor and your attorney. They can advise you on the most effective way to plan your estate according to your wishes.

For more information on making a planned gift to the David Lawrence Center, please contact Aaron Lapp in the David Lawrence Center Development Office at 239-354-1419.

“My deep appreciation for the David Lawrence Center inspired me to put the center in my will so that, even in my passing, I can continue to help those in need of mental health care.”
– Alverna, DLC employee <

This information is not intended as legal advice. For legal advice, please consult an attorney.

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