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Top 7 Things You Can Do Today
1. Prepare or update your will.
2. Set aside a gift in your will for your favorite charity or religious organization that
has made a difference in your life.
3. Name your favorite charity as the beneficiary of your IRA or pension plan.
4. Name your favorite charity as the beneficiary of an existing life insurance policy,
or purchase a new policy and name the charity as the beneficiary.
5. Honor deserving friends and remember loved ones with memorial gifts.
6. Discuss with your advisors or your favorite charities the tax advantages you can
enjoy now by leaving a gift to a charity.
7. Spread the word. Let family, friends and advisors know that you've taken
responsibility for your legacy and for the well being of a cause you care about.
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