Your legacy is what you do that outlasts you.

Want to learn more? Join us for an upcoming webinar to take the guesswork out of your planning.


Legacy Giving Opportunities

Giving through your will or trust

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Bequest Advantages:

  • No immediate cash flow impact
  • Preserves access to assets just in case
  • Changeable before death
  • Can give a specific asset or a % of your net estate
  • Can be conditional
  • May save estate taxes

Giving from your IRA now

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QCD IRA Rollover Gift Advantages:

  • Reduces your taxable income
  • Counts as part of your annual, required minimum distribution
  • Great for non-itemizers
  • Saves heirs potential income taxes
  • Simple

Giving from your investment portfolio

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Stock and Mutual Funds Gift Advantages:

  • One of the lowest cost gifts
  • Available income tax deduction for the current value of the stock or mutual fund shares
  • No capital gains tax paid on the transfer
  • Virtually immediately available to the charity

Giving from your retirement plan later

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Beneficiary Designation Advantages:

  • Simple to establish
  • No immediate cash flow impact
  • Preserves access to assets just in case
  • Changeable before death
  • Can give a specific amount or a % of the account
  • Can be conditional
  • Saves heirs potential income taxes

More Legacy Giving Opportunities

Giving Cash

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Debit, Credit Card & Bank Account Advantages:

  • Quick and immediate 
  • Ability to give by debit or credit card or bank account ACH transfer online
  • Ability to mail a check or money order
  • Available income tax deduction

Giving with life insurance

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Life Insurance Gift Advantages:

  • Simple – no lawyers
  • Lower cost major gift
  • Give the policy or give by beneficiary designation
  • Preserves access to other assets 
  • Changeable before death if by beneficiary designation

Giving from a donor-advised fund

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Donor Advised Fund Grant advantages

  • Simple
  • Ability to remain completely anonymous if desired
  • Ability to schedule or spread out your giving
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Giving real estate now

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Real Estate Gift Advantages:

  • Can be home, vacation home, investment/commercial property, farm or vacant land
  • Income tax deduction based on qualified appraised value
  • No capital gains tax paid on the transfer

Giving real estate & “keeping it”

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Life Estate Advantages:

  • Removes the home or farm from the estate
  • Immediate, partial income tax deduction
  • No capital gains on the transfer 
  • You can continue to live in or use during your lifetime

Giving part of your business

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Closely Held Stock Gift Advantages:
  • Can be helpful with succession planning
  • Reduces capital gain taxes
  • Available income tax deduction

Contact Us

David Baker, JD
Legacy Coach | 818-533-8316
Twitter: @givingdesign & @librarygiving

Full Bio

David has provided comprehensive fund development services to public libraries as well as library friends and foundations for more than 15 years.

David has consulted with libraries in California, Ohio, Michigan, Missouri, Georgia, Utah, Arkansas and more for capital and endowment campaigns, comprehensive fundraising efforts, planned giving, friends’ formation and restructuring, foundation formation and restructuring, development professional recruitment and coaching and board training.

Recently, David served as the exclusive charitable consultant for Gale Cengage library clients offering Career Online High School (COHS) across the country and has authored the COHS Fundraising Toolkit for libraries.

Thomas Aakhus
Legacy Coach


Let’s Get Started

Legacy Giving Form
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