Careful planning is the key to success. Through deferred or planned gifts, you can remember the people or places you consider important. In naming an agency to receive a planned gift of any size, you can make what you do today touch generations to come. Your legal or financial advisor can help you determine which type of gift is most beneficial to you, and to those you care about.
Planned gifts can be very easy to do.
Making a planned gift is a simple way to remember people and places you consider important. There are several ways to name Third Street Alliance as a beneficiary, and by doing so you will touch generations to come.
A planned gift is simply a way to determine during your lifetime where your assets will go – gifts to be given now or later. In addition to making an outright contribution, one of the simplest ways to make a planned gift is through a bequest in a Will. Your legal or tax advisor can help you decide which of the three common ways of making a bequest – a specific amount, a percentage of the estate, or the residue of the estate – best meets your wishes. Other easy methods to plan a gift is to name an agency as the beneficiary of a savings account, life insurance policy, or retirement account.
Planned giving benefits both your heirs and Third Street Alliance by minimizing estate taxes while supporting our programs which strengthen our community. An outright bequest in a Will is one of the most convenient ways to leave a lasting legacy for an organization in which you believe. Your attorney or financial advisor can assist you as you plan, and can help you to make a gift for the future.
Did you know Helen Shafer?
Ms. Shafer was a secretary in the Easton area whose legacy helped four local nonprofits, including Third Street Alliance. Her bequest was the beginning of our endowment fund, and our Bixler courtyard marks her generosity.
The financial strength and secure future of our agency depends on the support we receive from such friends. Your planned gift will make a difference for years to come.
The Simon Society
If you have already included Third Street Alliance in your Will, please let us know so that we can include your name in the Simon Society and express our gratitude for your generosity. Please contact the Director of Development at the Alliance, at 610-258-6271, for this or more information about leaving a legacy.
