Defining Your Legacy

Supporting the Family Residences and Essential Enterprises, Inc. (FREE) by donating a planned gift ensures that the values and organizations you hold dear will continue when you are no longer here. It also serves as an inspiration to your loved ones, demonstrating your belief in the importance of a particular organization and its mission. The act of leaving a legacy gift to FREE directly or through another organizations life income gifts empowers you to complete the work of your heart while supporting an organization that is important to you.

How can you create or further define your legacy, save and possibly even earn?

A legacy gift is your way to leave financial resources to insure the future sustainability of FREE's vitally important work. From generation to generation and family to family, your legacy can be structured to fit your lifestyle, goals, family and financial needs. A planned gift can possibly:

  • Provide income for your lifetime, or for a period of years
  • Lower or eliminate capital gains on contributions of appreciated assets
  • Generate substantial federal income tax deductions
  • Reduce or eliminate federal estate taxes
  • Complement retirement planning
  • Work to your advantage in family business planning
  • Enable donors to maximize their support of FREE
  • May possibly allow you to support both FREE as well as another charity of choice

The importance and impact of your legacy gift will be most clearly felt once you are gone. However, you may experience tax advantages in your lifetime, and your estate and heirs may benefit from additional tax savings.

Gifts Anyone Can Make: Benefit you and your loved ones, while leaving your current financial situation unchanged.

Gifts That Pay You Income: Are exactly that and we are happy to explore them with you.

We can also work together to create Gifts That Protect Your Assets.

How do I begin?

A Planned Giving and Endowment professional at FREE would be pleased to provide information and guidance in planning a legacy gift that fulfills your goals and is consistent with your other estate plans. By creating a legacy gift for FREE directly, or through another organization, you will be helping to sustain a multitude of essential services and activities for current and future generations of individuals who require services in your community.

Contact FREE

Every inquiry is confidential. Together we can explore how planned giving works best for you, and we can help you identify your goals.

Have you already included FREE in your estate plans? Please let us know by filling out our member profile form.

To assure that your planned giving strategy fits your specific needs and goals, we recommend that you seek the advice of qualified professional.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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