You can ensure Bancroft’s tomorrow… today!
As you reflect on your lifetime achievements, please consider including Bancroft as a beneficiary of your will and financial plans.
- Wills and trusts: You can include language in your will or trust specifying a gift to Bancroft as part of your estate plan.
- Retirement assets: You can make a gift from your IRA, 401k, 403b, pension, or another tax-deferred plan.
- Charitable gift annuity/charitable trust: You can establish a trust to receive income for life and additional tax benefits.
- Life Insurance: You can donate a currently-owned life insurance policy or purchase a new life insurance policy with Bancroft as the beneficiary and owner.
Learn more about the Legacy Society and creative ways to invest in Bancroft’s future that are simple, flexible, do not require great wealth, and help you accomplish both your long-term financial and charitable goals.
Please contact Sue Piergallini, Chief Development Officer, at firstname.lastname@example.org or (856)348-1140 to leave a lasting legacy for future generations to come.
We urge you to seek the advice of your tax advisor, attorney and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.