Making A Planned Gift to The Southlands Foundation

 

Through planned giving, you can have a lasting impact at The Southlands Foundation.

Planned giving refers to major gifts involving legacy or estate planning.  The easiest way to make a planned gift is to include The Southlands Foundation in your will.  Other options to consider are naming The Southlands Foundation as a beneficiary of a living trust, retirement account or life insurance policy.

Making a planned gift contribution can provide favorable tax benefits for you and your family.  You may direct gifts for use to a specific area, or for general use to support the ongoing preservation and operation of The Southlands Foundation.  Your wishes will be carried out with care and dedication.

Before proceeding with a planned gift, you should consult with your personal financial, tax and legal advisors.  For additional information, please call Lydia Higginson at The Southlands Foundation office at 845.876.4862.

Thank you for your consideration of a gift.  The gift you plan today will help ensure a solid foundation for The Southlands Foundation for the future.