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FOR PROFESSIONAL ADVISORS:
Overview
• Right for Your Client?
• Advantages
Giving Now
Giving Later
• Bequest Language
Types of Funds
Comparing Donor-Advised to Private Foundations
FAQs
Resources
Legacy Foundation Financial Information
Planned Giving Weekly News
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| For Professional Advisors |
Planned Giving Spotlight: Bob and Nancy Anadell
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Bob Anadell is a valued volunteer in our community. For more than twenty years he has served many nonprofit organizations. Bob gets involved! As a board member he gives his time and talent and makes charitable giving a priority. Nancy has fully supported his volunteer activities.
Recently, Bob and Nancy were reviewing their estate plan. As with many of us, transitions in our lives, marriage of children, death of parents, and other life events bring us to a new point in our plans. Bob and Nancy determined that charitable giving plays a very significant role in their lives and they wanted to extend their giving into the future through a charitable bequest in their estate plan.
Working with Legacy Foundation, they have created a fund, the Robert and Nancy Anadell Fund, which will be funded through a bequest in their will. They have given forever to the organizations where they've invested their time, talent and treasure.
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