Planned Giving
Sheila Petersen Legacy of Giving Circle
Begin your legacy with us.
Your legacy plan starts, first, with your loved ones and then reflects what else is important to you that you want to continue long into the future. Wise planning for family, friends and charities, like Friends of Karen, that are important to you, allows you to assure that your assets will be used according to your wishes and that your values will be expressed in your plans.
To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating a legally valid will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on its own or use it to document your wishes before finalizing plans with your attorney.
Have you already remembered Friends of Karen in your will or trust?
Please fill out this form to let us know!
We would love to thank you for your generosity and welcome you into the Sheila Petersen Legacy of Giving Circle.
If you choose not to use FreeWill, you can use this sample Bequest Language to bring to your professional advisor to be written into your will as part of your legacy planning. “I give, devise, and bequeath ________________ (a certain sum, a percentage of the estate, or the remainder of the estate) to Friends of Karen [Tax ID #14-1612290].”
Non-probate assets
Do you have an IRA, 401(k) or 403(b), life-insurance policy, bank account or brokerage account or any other assets such as stocks, bonds, other investments not included in your will? If so, these are called non-probate assets and require that you plan your beneficiaries for them separately. You can use this online tool to make your plans and we hope that you designate Friends of Karen as a beneficiary of one or more of these assets.
Consult your attorney or financial planner about the best way to create your legacy gift.
Please contact Sr. Philanthropy Manager Gabriella DiSisto or
call 914-617-4047 to discuss legacy options.
