Leaving Your Lasting Legacy

When it comes to an estate strategy, some people want to leave more than an inheritance to their family. They're dreaming bigger. They want to touch more lives and help more people.

Perhaps you want to contribute to an organization you care about, positively impact your community, or create a long term scholarship fund. Setting up a charitable foundation is one way that you can make a difference. Depending on your goals, a private foundation or donor-advised fund may be an option.

There are several different types and structures of charitable foundations, depending on how involved you'd like to be in the foundation's management. You can start this process at any time. In fact, the earlier you get started, the more people can be helped by your generosity.

It's never too early to start thinking about the kind of legacy you want to leave. With a careful strategy, you can create a legacy that may be able to touch more lives than you could ever imagine.