Future Gifts

 

Future gifts may take the form of a simple bequest from a will or living trust, the designation of retirement plan assets or life insurance, or a gift that can provide income payments to you or your loved ones for life. Future gifts are made today, but generally are not available for use by the Library until some future date, generally after the death of the donor. Future gifts include:

 

Testamentary Bequests

Retirement Plan Assets

Life Insurance

Charitable Gift Annuities

Charitable Remainder Trusts

 

Request a brochure or newsletter with more information on these gift plans.

View a letter of Intent for a Future (Estate) Gift.

Donors of future gifts are recognized with membership in the Legacy of Enlightenment Society of the Lima Library Association.

Planned Giving can also assist with outright gifts of real estate, tangible personal property, appreciated securities, and with the creation of charitable lead trusts that provide an income stream to the Library now, with gift and estate tax benefits for you and your family later on. We invite you and your professional advisors to contact us and learn about the many opportunities and options for future gifts to the Lima Public Library.

If you would like a Library Development staff member to work with you and your advisor to plan for your gift, please contact Susie Crabtree or call 419-228-5113 ext. 132.