How Your Generosity Affects Your Kids
Have you thought about including Lewis & Clark in your estate plan—as the beneficiary of your retirement plan assets or as a recipient in your will, for example—but hesitated because you were worried about providing for your family? Research reveals how your loved ones really feel about sharing a piece of their inheritance with a nonprofit.
Researchers posed the following question to the 31 percent of Americans aged 30+ who expect to or have already received an inheritance:
“Suppose someone other than your spouse were to leave you an inheritance. If they had also decided a nonprofit organization would get a percentage, something like 5 percent to 10 percent, in all honesty, do you think you would wish they had left 100 percent to individuals rather than to organizations, or do you think a gift to an organization is a reasonable choice?”
Every Bit Helps
Please keep this in mind when you are making your plans for the future. Even a small percentage can make a significant impact at Lewis & Clark. Contact Sharon Bosserman-Benson for the Undergraduate or the Graduate School at 503-768-7911, 800-753-9292, or firstname.lastname@example.org, or Barbara Zappas for the Law School at 503-768-6641 or email@example.com learn more.
1Source: “2009 Stelter Donor Insight Report”
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.