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LLEAVE A EAVE A LLEGACY® EGACY®

CCONNECTICUTONNECTICUT

Include charities in your estate planning and Include charities in your estate planning and make a difference in the lives that follow.make a difference in the lives that follow.

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What is LEAVE A LEGACYLEAVE A LEGACY®® CONNECTICUTCONNECTICUT?

Statewide public awareness campaign to encourage people to: Have a will Leave a Gift to a Nonprofit Organization

Begun in Connecticut in 1999 Partnership of more than 720 nonprofits and professional

advisors One of 155 nationwide organizations Sponsored by the National Committee on Planned Giving and

sponsored locally by The Planned Giving Group of Connecticut www.pggct.org

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WWho ho WWe e AArere

Statewide committee of volunteersStatewide committee of volunteers Planned Giving Group of ConnecticutPlanned Giving Group of Connecticut Over 720 nonprofits and professional advisorsOver 720 nonprofits and professional advisors::

Connecticut Association of NonprofitsConnecticut Association of Nonprofits Connecticut Council for PhilanthropyConnecticut Council for Philanthropy

Connecticut Bar AssociationConnecticut Bar AssociationCommunity FoundationsCommunity FoundationsUnited Way United Way Association of Fundraising ProfessionalsAssociation of Fundraising Professionals

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WWho ho WWe e AArere

Six regional committees of volunteers Six regional committees of volunteers

FairfieldFairfield New HavenNew HavenGreater HartfordGreater Hartford Northwest/WaterburyNorthwest/WaterburyMiddlesex CountyMiddlesex County SoutheastSoutheast

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WWho ho WWe e AArere

2000 National Committee on 2000 National Committee on Planned Giving Award WinnerPlanned Giving Award Winner

““Best Ongoing Best Ongoing LEAVE A LEGACYLEAVE A LEGACY®® Campaign in Campaign in

the United States”the United States”

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WWho ho WWe e AArere

•NonprofitsNonprofits

•Professional AdvisorsProfessional Advisors

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WWhy hy LLEAVE EAVE AA LLEGACYEGACY®®??

Percentage of people who donate to Percentage of people who donate to charities annuallycharities annually

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WWhy hy LLEAVE EAVE A LA LEGACYEGACY®®? ?

Percentage who leave bequests

5.7%

94.3%

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WWhy hy LLEAVE EAVE AA LLEGACYEGACY®®??

Percentage of Connecticut estates that included a bequest to charity

13.0%

87.0%

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WWhy hy LLEAVE EAVE AA LLEGACYEGACY®®??

96.30%

3.70%

Percentage of assets in those estates bequeathed to charity

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The Source of Charitable Contributions*The Source of Charitable Contributions*

Individuals75.80%

Bequests7.70%

Foundations12.20%Corporations

4.30%

*Source: AAFRC Trust for Philanthropy/Giving USA 2002

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WWhy hy LLEAVE EAVE AA LLEGACY®?EGACY®?

Number one reason people fail

to include bequests in their estate plans?

NO ONE ASKED THEM.

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LLEAVE EAVE AA LLEGACYEGACY®® Goals Goals

Raise public awareness of the benefits of leaving bequests.

Use network of nonprofits, professionals and community leaders to increase the number of people who include charities in their wills.

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Benefits of Charitable GivingBenefits of Charitable Giving

Make a statement about your values.Satisfaction of helping others. Income tax deduction.Elimination of capital gains tax on appreciated

property.Removal of property from

taxable estate.

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Benefits of Charitable BequestsBenefits of Charitable Bequests

The ChoicesThe ChoicesLegacy gifts: Make a statement about your values

by supporting charities in your community.

Alternative: Government sets priorities by deciding use of taxes from your estate.

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Benefits of Charitable BequestsBenefits of Charitable Bequests

Anyone can do it, regardless of size of estate

Extremely simple

Tax benefits

Set an example for friends and family

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Simple Ways toSimple Ways to LLEAVE EAVE AA LLEGACY®EGACY®

1. Prepare or update your will.

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Simple Ways toSimple Ways to LLEAVE EAVE AA LLEGACY®EGACY®

2. Set aside a gift in your will for your favorite charity or religious organization

that has made a difference in your life.

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Simple Ways to Simple Ways to

LLEAVE EAVE AA LLEGACYEGACY®®

3. Life insurance

Name your favorite charity as the beneficiary of an existing life insurance policy,

or purchase a new policy and name the charity as the beneficiary.

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Simple Ways to Simple Ways to

LLEAVE EAVE AA LLEGACYEGACY®®

4. Remember your loved ones

with a charitable bequest in their honor.

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Simple Ways toSimple Ways to LLEAVE EAVE AA LLEGACY®EGACY®

5. Name a charity as the beneficiary of your pension plan or IRA.

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Simple Ways to Simple Ways to

LLEAVE EAVE AA LLEGACYEGACY®®

6. Discuss with your advisors or your favorite charities the tax advantages you can enjoy

now by leaving a gift to a charity.

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Simple Ways to Simple Ways to

LLEAVE EAVE AA LLEGACYEGACY®®

7. Spread the word.

Let your family, friends and advisors know that you’ve taken responsibility for your legacy and for the well being of a cause

you care about.

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Steps for Nonprofits to TakeSteps for Nonprofits to Take

Print out the Participation Form from the LEAVE A LEGACY ® website.

Review it with your board along with About LEAVE A LEGACY ®.

Invite a LEAVE A LEGACY® speaker to talk to your board.

Get your board’s endorsement.

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Steps for Nonprofits to TakeSteps for Nonprofits to Take

Run a LEAVE A LEGACY® article in your organization’s newsletter.

Personalize your LEAVE A LEGACY® brochures. Mail brochures to your supporters. Use the LEAVE A LEGACY® logo in

gift planning materials. Link to the LEAVE A LEGACY®

website.

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LLEAVE EAVE AA LLEGACYEGACY®® CONNECTICUTCONNECTICUT

Infoline 2-1-1Infoline 2-1-1

Planned Giving Group of ConnecticutPlanned Giving Group of Connecticut

There’s no end to the good you can do.