Leave a Legacy

 

Legacy Members
Diann Ackard Suzanne Morris
Rachel Wilkes Barchie Chris Murphy

 

You do not need to be wealthy to leave a legacy. Make your core values known by joining the Break the Cycle Legacy Society and making a planned gift to Break the Cycle. Members of our legacy society are generous and forward-thinking donors who will support our long-term success and be long remembered.

In addition to supporting our work through your generous cash donations, here are other ways you can contribute to the sustainability of Break the Cycle in the long term. Many of these options are a win-win for the donor and the organization. We encourage you to consult with your financial advisor to discuss the tax implications of these options:

  • Bequests: One of the easiest was to help involves simply naming Break the Cycle as a beneficiary in your will and living trust. A bequest may be for a particular dollar amount or percentage of your estate. Estate tax savings may be significant.
  • Life Insurance Policy and Retirement Assets: Often overlooked by donors, naming Break the Cycle as a partial beneficiary of these assets can provide support for the organization.
  • Life Income Gifts: Life income gifts allow you to leave a gift in the care of Break the Cycle, while earning income for yourself during your lifetime. The two most popular life income gifts are charitable remainder trusts and charitable gift annuities.
  • Complex Gifts: If you are a business owner, own real property or have any other type of complex asset, giving options exist that can both help Break the Cycle and benefit your family financially.

Legacy society members become a special part of the Break the Cycle donor family. They are also honored with:

  • Recognition on our website
  • Tributes in publications such as the Break the Cycle Annual Report
  • An annual Break the Cycle Legacy Society reception

Contact Jessica Marie Little to discuss membership in the Break the Cycle Legacy Society. 310-424-2805 or [email protected]