ESTATE PLANNING

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In addition to supporting Roots of Peace’s work through your generous cash donations, there are additional ways in which you can contribute to our long-term sustainability.

Planned gifts provide us with the ability to think strategically about Roots of Peace's future. Generous and forward-thinking donors who leave planned gifts or a bequest intention through Roots of Peace’s Legacy Society will support our long-term success and will be long remembered. Many of these options are a win-win for you and our organization. We encourage you to consult with your financial advisor to discuss the tax benefits of these options.

  • Bequests. One of the easiest ways to help involves simply naming Roots of Peace as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.

  • Life Insurance Policy and Retirement Assets. Often overlooked by donors, naming Roots of Peace as a partial beneficiary of these assets can provide support for our programs.

  • Life Income Gifts. Life income gifts allow you to leave a gift in the care of Roots of Peace, while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.

Those who leave planned gifts become a part of our Legacy Society. Members are a special part of the Roots of Peace donor family. They are also honored with:

  • Recognition on our website

  • Listing in the Annual Report

For more information, please contact Atashi Chakravarty, Development Director, atashi@rootsofpeace.org