It's Easier Than You Think
Creating a legacy of giving is easier than you think. Before you get swept up in holiday get-togethers and end of the year parties, take some time to start creating your legacy at the organizations you care about most, like Casady School.
Here are two ideas to help you get started.
- Name Casady School as a beneficiary. This arrangement is one of the most tax-smart ways to support Casady School after your lifetime. When you leave retirement plan assets to us, we bypass any taxes and receive the full amount.
- Include Casady School in your will or living trust. This gift can be made by including as little as one sentence in your will or living trust. Plus, your gift can be modified throughout your lifetime as circumstances change.
An Important Note
Making changes to your will or living trust will require that you set time aside to meet with your estate planning attorney. We promise the time you spend to plan for your future, and ours, will be time well spent.
Give for the Future
Contact Matt Cloud at (405) 749-3186 or email@example.com to learn more about how you can give the gift of future support and create your legacy at Casady School.