August is National Make-A-Will Month, and it’s the perfect time to consider how you can protect your family and loved ones and create a lasting impact through planned giving. Each year, Make-A-Will Month inspires millions of Americans to take this important step in financial planning that transforms lives at nonprofit organizations like The Pathway School for generations to come.
Why Create a Will?
It’s an essential legal document for everyone. Without a will, courts – not you – decide who receives your assets after you’re gone, potentially leaving loved ones unprotected and charitable organizations you care about, like The Pathway School, completely excluded from your legacy. A will ensures your wishes are honored, allowing you to distribute your property how you would like and protect your loved ones.
It provides peace of mind for you and your family. Creating a will eliminates confusion during a difficult time and ensures your assets go to the people and causes you care about most.
It allows you to create a meaningful legacy. You can have a positive impact on the world long after you’re gone, supporting the values and organizations that matter most to you.
How You Can Include Pathway in Your Will
When you include The Pathway School in your will or estate plans, you’re making a powerful commitment to students with learning differences for generations to come. Here’s how your bequest can make a difference:
- Transform lives without affecting your current finances. Leaving a gift for Pathway in your will costs you nothing during your lifetime but ensures you make a lasting impact in the lives of Pathway students and their families.
- Enjoy potential tax benefits. Charitable bequests made through a will or revocable trust can provide tax benefits to you and your heirs while providing vital resources for The Pathway School. Contact your tax advisor to learn how a bequest may benefit your specific situation.
- Create a personalized legacy. Your planned gift can support specific programs at Pathway that align with your values and interests, allowing you to make an impact in areas you’re passionate about.
Taking the Next Step
Making a will doesn’t have to be complicated. There are several user-friendly resources available to help you through the process:
- Consult with an estate planning attorney who specializes in charitable giving
- Contact Pathway to discuss your specific legacy giving interests
To learn more about planned giving options and sample bequest language, visit our dedicated Planned Giving page. There, you will find information about how you can take advantage of gifts that may help your situation from a tax standpoint today, or gifts that can benefit you and your family upon your passing.
Your Legacy, Their Future
By taking this important step during Make-A-Will Month, you’re not just planning for your future; you’re helping protect your family and loved ones and securing the future of Pathway students. Your thoughtful planning today will ensure that students with learning differences continue to discover their talents and achieve success.