Planned Giving Articles

Planned Giving

Lessons Learned: From One Mom’s Estate Plan

Even if you have a will and other estate plans in place, you’ll want to revisit them from time-to-time. See the surprises this woman discovered when she took a closer look.
Planned Giving

How Your Generosity Affects Your Kids

Family first, that is what we always hear, but what if your loved ones wanted to put others first instead? A public opinion survey shows what your loved ones really think about sharing a piece of their inheritance with organizations such as Lewis & Clark.
Planned Giving

Make a Statement Through Your Will

When you remember Lewis & Clark in your will, you’ll continue supporting our mission long after you’re gone.
Planned Giving

Share Your Good Fortune

Learn how to shield your heirs from taxes by using retirement plan assets to fund your dreams for our future.
Planned Giving

Ways to Pay It Forward

Discover how to use your life insurance as a hassle-free way to support our good work.
Planned Giving

A Penny-Wise Way to Help

Looking for creative ways to support Lewis & Clark during your retirement years? By naming us as the beneficiary of your retirement plan assets or insurance policies, you can provide the support you desire without giving up assets today!
Planned Giving

Tax-Saving Opportunity for Donors Aged 70½+

On Dec. 17, 2010, President Obama signed into law an extension of the tax incentive for charitable gifts from donors who are 70½ or older. The charitable IRA legislation makes it easier than ever to support charitable organizations across the United States.
Planned Giving

Peace-of-Mind Checklist

Prepare for the unexpected. Having these essential documents will put you and your loved ones at ease if life were to take a surprising turn.
Planned Giving

Real-Life Estate Planning Blunder

For Andy and Debra, the past year has shown them how precious life is and how important it is to plan ahead for the unexpected. Read how they found peace of mind by creating their updated estate plans.
Planned Giving

A Quick Checklist to Help Find Peace-of-Mind

With this year’s challenges and accomplishments still fresh in your mind, now is a good time to review and update your estate plans. To help you in this process, we have constructed a checklist of estate planning actions to take this year.
Planned Giving

Two Ways to Give Back and Get Paid

Whether you are approaching or are in your retirement years, you may be wondering how you can support our mission while also maintaining your own security. Luckily, there are two gift solutions that allow you to do both!
Planned Giving

The Story of an Unlikely Philanthropist

What are the characteristics of a philanthropist? If you doubt that you are the type of person who could leave a charitable gift in a will, read this true story of Rose Guepfer.
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