Planned Giving

Planned Giving

While making plans for your estate, consider including a legacy gift to ensure that SAIL will continue to "Inspire Personal Independence" for generations to come.

A planned gift not only demonstrates your commitment to the mission of SAIL, it also ensures the long-term strength of the organization. Long after they are given, planned gifts positively impact the lives of Southeast Alaskan seniors and people with disabilities.

Bequests

To make a charitable bequest, you need a current will or revocable living trust. Your gift can be a percentage of your estate, or a certain amount of cash, securities or property. After your death, SAIL receives your gift. Called a charitable bequest, this type of gift offers these main benefits:

  • Simplicity. Just a few sentences in your will or trust are all that is needed. SAIL can provide you with specific wording.
  • Flexibility. Because you’re not actually making a gift until after you die, you can change your mind at any time.
  • Tax relief. Your estate is entitled to an estate tax charitable deduction for the gift's full value.

Beneficiary Designations

Assets, such as retirement plans, life insurance and insurance annuities, are not controlled by the terms of your will. These assets instead require separate beneficiary forms. The beneficiaries of these assets can be easily modified at any time to meet your changing needs:

  • IRAs and retirement plans
  • Life insurance policies
  • Insurance annuities

To learn more about Planned Giving, contact sierrakaden@sailinc.org

This information is not intended as legal, tax or investment advice. For such advice, please consult an attorney tax professional or investment professional.