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Planned Giving: simplify, streamline, and scale legacy giving
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Beneficiary Designations
​Did you know?
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Having a valid will in place isn’t enough.
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Assets you pass on outside of your will are called non-probate assets.
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They include lRAs, 401(k)s, pensions, life insurance policies, and certain bank and brokerage accounts.
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If beneficiaries are properly set for these non-probate assets(opens in new window), ownership can transfer faster than your assets that must go through probate.
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Gift Intent
Let CARES know about your legacy gift
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By letting us know, you ensure your gift is used as you intended and give us the opportunity to thank you personally.
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Even if you report your gift today, you are still able to alter your plans in the future.
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