Our Action > Samarth Sangh Foundation Leave a Legacy
Leave a Legacy...
Make a Life-Altering Commitment
Your choices today shape the legacy you leave. Through estate planning and other forms of planned giving, you have the opportunity to make a lasting impact well beyond your lifetime to causes that are important to you and your loved ones.
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Your contribution to Your contribution to Samarth Sangh Foundation will benefit the lives of the children, women and students we work with for generations to come. It will advance Samarth Sangh Foundation’s mission to provide quality education to vulnerable populations who need it most and help lift them out of intergenerational poverty. will benefit the lives of the children, women and students we work with for generations to come. It will advance Samarth Sangh Foundation’s mission to provide quality education to vulnerable populations who need it most and help lift them out of intergenerational poverty.
Making a planned gift is easy and there are a variety of options. It may involve assets you wouldn’t think of such as a life insurance policy, stocks, or a bank account. Whether you are naming Samarth Sangh Foundation in your will or making a gift of real estate, there is an option that is right for you. Depending on your intentions and the financial benefits you are looking for, there are a number of possibilities:
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1. To retain flexibility and control of your assets, you should consider:
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A bequest in your will or living trust.
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​Naming Samarth Sangh Foundation as a beneficiary of your retirement plan assets, life insurance, bank account, or investment account.
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2. To obtain savings on estate taxes, you should consider:
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A bequest in your will or living trust.
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Naming Samarth Sangh Foundation as a beneficiary of your retirement plan assets, life insurance, bank account, or investment account.
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Creating a charitable remainder trust.
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A gift of life insurance.
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3. To receive an income tax deduction, you should consider:
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Creating a charitable remainder trust.
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A gift of life insurance.
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A retained life estate.
Designating Samarth Sangh Foundation as a beneficiary is a great option if you do not want to commit to making a gift in your will or estate. This approach is highly flexible since you decide the percentages you wish to give.
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You may list Samarth Sangh Foundation as a beneficiary in:
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IRAs and retirement plans
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Life insurance policies
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Commercial annuities
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Three Easy Steps
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Step 1: Contact the administrator of your plan for a change of beneficiary form.
Step 2: Decide what percentage you’d like to designate to Samarth Sangh Foundation and name us, along with the percentage you choose, on the beneficiary form.
Step 3: Return the completed form to the administrator.
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