Director, Gift Planning, Annette Dorsky
Estate and Financial Planning with Lighthouse Guild
As you make plans about your estate and legacy for future generations, including your charitable interests, we thank you for considering how you can help advance Lighthouse Guild’s important mission to help people of all ages achieve and maintain the highest possible level of function and independence.
There are a number of creative gift ideas for you to consider that will have special meaning for you, and mean a lot to those who depend upon Lighthouse Guild or one of our affiliates, Lighthouse International and The Jewish Guild for the Blind.
We recommend that you discuss your charitable intentions with us, as well as with your attorney and financial advisors. This will ensure that your generous gift is used as you intended, and that it makes the most significant impact in our community.
Thank you for taking steps now to be a good steward of the resources you intend to leave behind. Your thoughtful planning and generosity will make all the difference in the world to those who depend upon us.
Planned Ways to Give
Make a gift of securities
With a gift of securities, you can help fund our immediate needs or those of an ongoing program, while also receiving an income tax deduction and the possible elimination of capital gains tax. Contact us for transfer instructions for you and your financial advisor.
Make a gift through your estate plan
Include a gift in your will or living trust stating that a certain dollar amount or percentage of your estate will pass to Lighthouse Guild or one of our affiliates at the time of your death. For more information, download the following brochures:
Jewish Guild for the Blind Charitable Bequest brochure
Lighthouse International Charitable Bequest brochure
Establish a charitable gift annuity
Donate cash or marketable securities, and receive an immediate charitable deduction and fixed payments for life.
Designate a portion of your retirement plan assets
For example, designate a 401(k) or IRA to Lighthouse Guild or one of our affiliates, and avoid some of the heavy taxes levied on these assets at the time of your death.
Donate life insurance
Make a gift of an existing paid-up policy, or of a new policy, and take a charitable deduction. Future premium payments will also be deductible. You can name Lighthouse Guild or one of our affiliates as the beneficiary.