There are many different ways you can make a legacy gift. Some allow you to make a gift in the present. Some provide income for you and your family before transferring to your beneficiary. Others activate only once your estate has settled. This list includes many of the options:
- Donor Advised Funds
- Stocks, Bonds & Mutual Funds
- Bequests
- Life Insurance
- Charitable IRA Rollovers
Please contact Dawn Bennett at dbennett@stecharities.org or 812-924-4002 to learn more.