Planning ahead for charitable giving after death

Topics of discussion include how imperative charitable donations are to nonprofit organizations, estate planning documents and the answers to the question "How do I plan ahead for when I die?"
Words of wisdom include: "We assume that when we retire our estate will stay the same, but that is not true... You need to take out those estate plans to make sure that they are staying current with fair-market value."
This is the second of three segments from a 2010 edition of "The John Prost Show" on Grosse Pointe War Memorial Television, featuring Christopher Kelly, Vice President of Comerica Charitable Services Group and Roberta S. Trzos (CFRE), Director of Peronal giving for Leader Dogs for the Blind.

LEAVE A LEGACY® Southeast Michigan is a nine-county-wide campaign encouraging people to name non-profit organizations in their wills. The campaign, which is driven by the efforts of volunteers from non-profit groups, and financial, estate planning and law firms, is sponsored by the Planned Giving Roundtable of Southeast Michigan — a group of professionals in legal, financial, and allied fields as well as fundraising professionals whose focus is planned giving.

The campaign resulted from a growing concern for non-profit organizations, who because of increasingly less government funding, are fighting to exist. And the problem worsens because this forces non-profit groups to rely more on public support; however, although 81.5% of people in Southeast Michigan give annually, only 2.8% leave a charitable bequest at death. LEAVE A LEGACY is addressing this problem by educating people about the importance of planned gifts for the charities we depend on and support.

For more information visit http://www.leavealegacysoutheastmichigan.org, call (888) 826-7900 or e-mail leavelegacy@airadv.net.

Category:

Nonprofits & Activism

Tags:

• will of living trust
• leave a legacy
• planned giving
• Comerica Charitable Services
• Leader Dogs for the Blind
• philanthropy
• charitable
• charity
• bequest
• living will
• prepare a will
• southeast
• michigan
• giving