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What is Planned Giving?
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 Whether 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 Lion Legacy Society We want to honor and recognize those who have designated The Lion Foundation through setting up a Planned Gift. Learn more about the specific ways you can set up this meaningful and long-lasting contribution. |
TOP 5 REASONS
TO INCLUDE THE LION FOUNDATION IN YOUR WILL
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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.