Sentences with phrase «charitable legacy»

You will also need the more costly cash value policy if you purchase life insurance for the purpose of leaving a charitable legacy, Simmonds said.

Join the Charitable Legacy Program with a minimum of $ 100,000 for a standard donor - advised fund account, or a minimum of $ 250,000 for a professionally managed account.

The money goes to The Diana Award, the foundation set up in memory of Diana, Princess of Wales, which continues her charitable legacy.

Evangeline Douris, HANAC founder George Douris» widow and chairwoman of the board of directors, said the housing is in line with her late husband's charitable legacy.

12 % of the price of each piece goes directly to The Diana Award - the charity set up in memory of Diana, Princess of Wales to continue her charitable legacy into the future.

Philanthropically motivated clients can donate assets to a private foundation, charitable trust, charitable gift annuity or donor - advised fund account as a way to reduce their taxable estate and simultaneously create a charitable legacy.

Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings.

July 2012 by Charles Rotblut Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings.

Retired Investor Allocating for Final Goals Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings.

Whether it is generating retirement income, transferring wealth to future generations or leaving a charitable legacy, your goals come first in developing an investment strategy.

You can establish a charitable legacy in your name, in the name of your family, or in honor of RCHS.

One of the simplest ways to leave a charitable legacy to The Humane Society of Harford County is through a provision in your will.

Also in NLJ this week, Alison Regan, partner at Russell - Cooke, asks how far a charity should go to protect a charitable legacy, and the duties of charity trustees, particularly in the high - profile case of animal lover Tracy Leaning.

The charitable legacies should come from the proceeds of sale of the marital home.

Of course, it still provides you with the opportunity to protect yourself and your family from personal risk exposures like repayment of debts after death, providing for a surviving spouse and children and fulfill other financial goals such as college funding, leaving a charitable legacy or paying for funeral expenses.