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It’s Not Too Early (or Late) to Create a Legacy
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Many people like to leave a gift to charity in their will. A planned gift is a way to recognize those nonprofit organizations and charities that have meant something special to you or your family. It may be a way to give back for “gifts” you have received.

As you think about your estate plans, please consider a gift to SAIL in your will or trust. This type of gift enables you to help us build financial strength for future generations.

A bequest:

  • Is easy to arrange.
  • Will not alter your current lifestyle in any way.
  • Can minimize estate and other taxes.
  • Is easily modified to address your changing needs.

In order to tailor the gift to fit your financial and estate plans and maintain financial security, you’ll want to talk with your legal counsel or financial adviser before planning your gifts. Finance and tax experts can help you make the largest possible gift to your favorite organizations, such as SAIL, at the least possible net expense.

 


Building SAIL’s Endowment

 

There are a several different ways to help ensure SAIL’s future. One of the best ways is to help build a large endowment fund for SAIL.

 

What do we mean by “large endowment?” It’s 1.5 million dollars or more, that is wisely invested to continue to grow well beyond our lifetime…and our children’s lifetime…

 

Why so big? So that the interest from the fund is large enough to help support SAIL’s operating expenses on an annual basis. That’s what ensures our long term future.

 

Why should we care about that long term? Because it will matter to our children and grandchildren and more and more people are living longer and longer. Part of our mission is to help improve the quality of all of those lives.

 

And, because then SAIL can focus more time on member benefits and less time on fundraising, and keep membership fees affordable for everyone who wants to join.

 
Click here to start on your road to leaving a legacy!
 
All donations can be given for the greatest need of SAIL or donated to the SAIL Endowment Fund held at Madison Community Foundation to ensure SAIL's future success.

 

In order to tailor the gift to fit your financial and estate plans and maintain financial security, you’ll want to talk with your legal counsel or financial adviser before planning your gifts. Finance and tax experts can help you make the largest possible gift to your favorite organizations, such as SAIL, at the least possible net expense.

 

 Sharing Active Independent Lives ~ 6209 Mineral Point Road, Suite 210 ~ Madison, WI  53705   
info@sailtoday.org ~ (608) 230-4321