There are many ways to leave a legacy.
If your legacy planning includes a long-term gift to Lincoln, there are many options to consider. We would welcome the opportunity to meet with you and your financial advisor or attorney to explore which legacy giving options can most effectively meet your goals and Lincoln’s needs.
Lincoln’s legacy giving opportunities include:
Planned gifts are designed to fit within your comprehensive estate plans, fulfilling your philanthropic goals, reducing income taxes, avoiding capital gains or estate taxes, and retaining lifetime income (if desired), all while helping to guarantee Lincoln’s future financial support. Common forms of planned giving include charitable gift annuities, charitable remainder trusts and bequests.
Lincoln’s endowments represent our permanently held capital. Depending on the guidelines established for each particular endowment, income and/or principal from the endowment can be used to support Lincoln’s work. We have three endowments that can accept additional gifts and benefit Lincoln by providing a secure source of long-term support.
- Lincoln Board-Designated Endowment
Lincoln’s unrestricted endowment controlled by our board of directors provides invaluable flexibility for our financial planning and reduces reliance on specific funding sources.
- The Lincoln Edoff Fund and Siegmund Fund Endowments
Two Lincoln donors generously provided the funds to establish the Edoff Fund and Siegmund Fund endowments. Monthly and annual earnings from the endowments are specifically used to cover program educational supports. The principals of each of the endowments will remain intact in perpetuity.
Non-traditional gifts to Lincoln could include appreciated stocks, life insurance policies, retirement plans and real estate. We would be happy to discuss these and other options with you.
If you are interested in learning more about how you can partner with Lincoln through legacy giving, please contact our development department at 510-273-4700 x4321.