Leave a Legacy

pen and ink

Remember Southwinds in your will

When thinking about making a will, most of us want to provide for our families and loved ones into the future. But in addition to looking after those we care about most, it is also worth considering leaving a gift to Southwinds, Inc., so that we can continue to make a difference in the lives of the adults with intellectual and developmental disabilities that we serve.

What your gift will mean to the people we help

Leaving a legacy gift in your will is unlike any other gift you can give to Southwinds, as it is like leaving a part of yourself in our care. It means that we can make plans for endeavors that will have a long-lasting and significant impact on those we support.

What you should know?

Whether you think of yourself as rich or poor, or somewhere in between, you can make a legacy gift to charity and make a difference! Even the smallest amount can have the biggest impact over time.
Some people think they must choose between leaving a gift to their family or their favorite charity but you can do BOTH. Some charitable gifts may actually save your family money by decreasing inheritance taxes.

What you can do to start today?

  • Make sure you have an up-to-date will (or living trust) that reflects your charitable objectives.
  • Contact your financial advisor, lawyer or accountant and ask for help in establishing a charitable gift.
  • Consider leaving assets such as stocks, bonds, real estate, insurance policies and personal property as a charitable gift.
  • Make your favorite charity, Southwinds, Inc., a beneficiary of your life insurance, pension plan or IRA. Encourage family and friends to leave gifts in their will.

To plan for your future giving, please ask your solicitor’s advice on putting an additional codicil onto your existing will.

We understand that deciding to leave a gift in your will is a very personal and private matter and, for that reason, we ensure you that we will act in the strictest of confidence.

Contact the Julie Boyce-Kuna, Director of Development and Marketing by phone at 412-446-1080 ext. 117 or by email julieb@southwindsinc.org for further information.

* Information courteous of “Leave A Legacy