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Planned Giving

 

Dear Friend,

Your generosity and commitment to our mission is essential for serving people who have experienced relationship violence, addiction, exploitation and other forms of trauma now and in the future. With a planned gift you are leaving a legacy that will benefit others long after it was given while experiencing the joy today that comes from knowing you are making a difference!

Planned giving ensures that the work and mission of Tubman will be advanced for generations to come. By making a planned gift through bequests, trusts, retirement plan assets or other estate gifts, you can create long-term support for our critical life-changing programs that help over 25,000 people find safety, hope, and healing at Tubman each year.

We hope the opportunities described here will inspire you to join Tubman’s Legacy Society by including us in your financial and estate planning. Tubman can receive a wide variety of charitable contributions; here are just a few examples of popular planned giving vehicles:

BEQUESTS:
A charitable gift (of either cash, real estate, stock, etc.) written into a will or revocable trust. Donors retain all assets during their lifetime, and the gift is made upon their death. The estate will receive an estate tax deduction for the bequest.

BENEFICIARY DESIGNATIONS:
A simple way to gift retirement plan and life insurance assets at the time of your death is to name Tubman as the beneficiary.

DONOR ADVISED FUNDS:
Build your philanthropic wealth now, make grants to your favorite causes, and designate the remainder of your donor advised fund to Tubman.

 

Here is a Letter of Intent to assist you with making these plans. If you would like more information about including Tubman in your estate or about making a contribution, please contact Alison M. Hobson, Director of Development, at ahobson@tubman.org or 612-767-6685.

Thank you for your consideration,

 

Jennifer J. Polzin

Chief Executive Officer

 

* Gifts are tax deductible to the extent allowed by state and federal laws. Please consult an attorney or financial advisor before completing arrangements for legacy gifts.