Planned Giving with The Lion Foundation
Planned Gifts
Some people’s legacies are written on monuments. Yours can be written on lives. The Lion Foundation has many financial planning options to help you plan your estate. The principal benefits of planned gifts accrue to The Lion Foundation at a later time, after your death or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance.
Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting The Lion Foundation, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.
Some people’s legacies are written on monuments. Yours can be written on lives. The Lion Foundation has many financial planning options to help you plan your estate. The principal benefits of planned gifts accrue to The Lion Foundation at a later time, after your death or the death of your last named beneficiary. Planned gifts take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities and helping to fulfill your personal, humanitarian and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property or life insurance.
Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting The Lion Foundation, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.
THE TOP FIVE REASONS TO INCLUDE THE LION FOUNDATION IN YOUR WILL
- You’ll have an impact on the entire community now and into the future.
- It’s great to see the kids, teachers and parents smiling, knowing you did that.
- You’ll make your town a better place.
- You get to choose where your money goes when you pass away instead of somebody else.
- It feels good!
The Lion Legacy Society
TWhat Legacy Will You Leave? We all desire significance – to lead happy and fulfilled lives surrounded by family and friends. And for many of us, there is a compelling need to make a difference – to leave a lasting impact on the people near us, our community, and the world in which we live.
What kind of legacy will you leave? A bequest is perhaps the easiest and most tangible way to have a lasting impact on the community that means the most to you. And, a bequest may be an effective way to make a gift and lessen the burden of taxes on your family and your estate.
A Variety of Options.
A gift may be made in several ways:
- A Bequest in a Will
- Life Insurance Beneficiary
- Retirement Asset Beneficiary
- Planned Gift:
- Charitable Remainder Trust (CRT),
- Charitable Lead Trust (CLT)
An Easy Gift To Make
A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your Will or Trust specifying a gift to be made to The Lion Foundation as part of your estate plan.
Benefits of a Charitable Bequest
A charitable bequest is a written statement in a Will or Trust that directs a gift to be made to a qualified exempt charity (The Lion Foundation) when you pass away. One benefit of a charitable bequest is that it enables you to further the good work of The Lion Foundation benefiting the Camp Hill School District and community long after you are gone. Better yet, a charitable bequest can help you save estate taxes by providing your estate with a charitable deduction for the value of the gift.
"I may be here for a short while, gone tomorrow into oblivion or until the days come to take me away. But, in whatever part you play, be remembered as part of a legacy...of sharing dreams and changing humanity for the better. It’s that legacy that never dies."
- Anonymous
Every year, names of new members of the Legacy Society will be added to our web site, to ensure proper recognition of those who have made a commitment to the future of The Lion Foundation. In addition, Legacy Society members will receive a commemorative lapel pin to recognize their support, and will be invited to our annual members luncheon.
Why Have a Legacy Society?
Sometimes a charitable bequest goes unrecognized, because it comes at the end of a donor’s life. The Lion Foundation Legacy Society was formed to recognize those individuals and families who have remembered The Lion Foundation in their estate plans through a documented planned gift. Thus, the Society provides a way for The Lion Foundation to recognize and thank donors during their lifetimes. You may choose to remain anonymous; however, your participation in the Legacy Society can be an inspirational experience and may encourage others to participate.
How Do I Become A Member?
If you have already made a planned gift or have included The Lion Foundation in your Will, you are already eligible for Legacy Society membership. If not, you may become a member of the Legacy Society simply by notifying us that you have named The Lion Foundation as a beneficiary in your will or estate plan. To do this, call The Lion Foundation at (717) 775-5170.
Life Insurance Beneficiary Links
New York Life Insurance - www.newyorklife.com
Northwestern Mutual - www.northwesternmutual.com
Mass Mutual - www.massmutual.com
MetLife - www.metlife.com
Prudential - www.prudential.com
Lincoln Financial Group / Lincoln National Life - www.lfg.com
John Hancock - www.johnhancock.com
Transamerica - www.transamerica.com
State Farm Insurance - www.statefarm.com
TIAA-CREF- www.tiaa-cref.org
Mutual of Omaha - www.mutualofomaha.com
Thrivent Financial - www.thrivent.com
Guardian Life Insurance - www.guardianlife.com
Please join those who have made a provision for The Lion Foundation in their estate plans and joined The Lion Foundation Legacy Society.
Anonymous
Beth Berney
Mike Berney
Steve Brodie
Brian LaBine
John Slike
Loma Slike
J. Scott Massie
Mollie McCurdy
Chip McInnes
Ted Mowery
Peter Wilson
Susan G. Sutliff
(updated 8-15-17)
Contact us for more details at (717) 775-5170.
DISCLAIMER
The information you obtain at this site or through the links provided to specific insurance company beneficiary form websites is not, nor is it intended to be, legal, insurance or other professional advice. You should consult your insurance agent, your financial adviser, your insurance company representative and/or your estate planning attorney for advice regarding your individual situation. The links to third-party websites are not under the control of the Lion Foundation and the Lion Foundation is not responsible for the contents of any linked third-party websites or any link contained in such linked website. Existence of links to other third party websites is not an endorsement by the Lion Foundation in favor of such website or the products or services contained in any third-party website. If you choose to access a third-party website linked to our site you do so entirely at your own risk. Concerns regarding services or resources or links to third-party websites should be directed to the provider of the outside resource or service.
The official registration and financial information of The Lion Foundation may be obtained from the PA Dept. of State by calling toll free within PA 1-800-732-0999. Registration does not imply endorsement.
The information you obtain at this site or through the links provided to specific insurance company beneficiary form websites is not, nor is it intended to be, legal, insurance or other professional advice. You should consult your insurance agent, your financial adviser, your insurance company representative and/or your estate planning attorney for advice regarding your individual situation. The links to third-party websites are not under the control of the Lion Foundation and the Lion Foundation is not responsible for the contents of any linked third-party websites or any link contained in such linked website. Existence of links to other third party websites is not an endorsement by the Lion Foundation in favor of such website or the products or services contained in any third-party website. If you choose to access a third-party website linked to our site you do so entirely at your own risk. Concerns regarding services or resources or links to third-party websites should be directed to the provider of the outside resource or service.
The official registration and financial information of The Lion Foundation may be obtained from the PA Dept. of State by calling toll free within PA 1-800-732-0999. Registration does not imply endorsement.