Autumn is the Season for Planning Ahead

The autumn season is approaching with cooler nights, colorful trees, pumpkins, football and having fun outdoors with family. But it is also a season for preparing. In addition to preparing for the winter — consider also preparing for the future.

 

Spend time creating a personal legacy by continuing your support of the Lafayette Urban Ministry mission beyond your own lifetime. Each of us supports our community with our gifts to LUM, but by creating a legacy through Planned Giving, your support will continue in perpetuity.

 

Estate Planning strategy is a win-win for you and LUM. In addition to the altruistic benefits, your charitable gift to LUM brings tax relief — and also allows you to make a larger gift to LUM than you could from your income alone. The benefits of Estate Planned Gifts can make this type of donation attractive, whether you use cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance or a retirement plan. We also encourage you to remember LUM in your will.

 

Start by meeting with your professional advisor to learn how informed estate planning can increase the overall value of your estate with a gift of tax-burdened assets (like IRAs, 401(k), or savings bonds) to LUM. When you are ready to begin the conversation, please email or call Wes Tillett, LUM executive director (wtillett@LUMserve.org | 765-423-2691). Wes would enjoy meeting with you. Whatever you decide, enjoy this season with your family and friends and think for a moment about the mission of Lafayette Urban Ministry and the families we serve.