Welcome to the

LeavenworthKansas

Estate Gifts

Your vision for the future

can be created in your

will or estate plan

 

Gifts to the Leavenworth Lions Club are TAX Deductible!!

 

   Top 10 Things you can do to "Leave a Legacy"

 

  1. Prepare a will.

  2. Leave a gift in your will to the Leavenworth Lions Club, a non-profit organization that has made a difference in your life.

  3. Name the Leavenworth Lions Club as the beneficiary of your IRA or pension plan.

  4. Purchase a life insurance policy naming the Leavenworth Lions Club as the beneficiary, or name the Leavenworth Lions Club as the beneficiary of an existing policy.

  5. Remember deceased loved ones with memorial gifts to the Leavenworth Lions Club.

  6. Consider using assets for your charitable gift such as stocks, bonds, CD's, real estate, vehicles, art and jewelry.

  7. Encourage family members and friends to leave gifts to the Leavenworth Lions Club in their wills.

  8. Make a contribution today to the Leavenworth Lions Club.

  9. Ask your financial advisor to include charitable and planned giving to the Leavenworth Lions Club as part of counsel to clients.

  10. Remain actively involved with the Leavenworth Lions Club.

 

Professional Help Is Available

 

   For help in preparing your will or to make a planned gift to Leavenworth Lions Club, consult your personal professional estate planner, tax consultant, legal counselor or financial advisor.

 

or
email
Lion Tess Weber, CPA at:  bweber@lvnworth.com
- or -
Lion Frank Carroll, CPA at: frankcarrollthe3rd@gmail.com
- or -
Lion Robert Wagner, CPA at: rswagner@swbell.net

 

or write:

 

Leavenworth Lions Club
ATTN: Club Estate Gift Assistance
P.O. Box 348
Leavenworth, KS  66048

   Please notify the Leavenworth Lions Club of your planned donation by filling in the below form and mailing it to the address above
DETACH HERE


   Dear Leavenworth Lions Club,
     On _____________(MMM/DDD/YYYY) I consulted with my financial advisor ______________and    directed my financial advisor to include the following as a gift to the Leavenworth Lions Club upon my death.

   Cash Sum of $__________

   Stocks, bonds, and/or Mutual Funds.
   Description:___________________________________________
   # of shares:___________________________________________

   Real estate
   Description:___________________________________________

   Other Assets
   Description:___________________________________________

    It is a pleasure to be a member of the Leavenworth Lions and I hope my gift will help continue your charitable and civic-minded work.

   Sincerely,

   _________________
   (signature)
   _________________
   Print Name
   _________________

   Date
   _________________
   Address
   _________________
   City, State, Zip Code
   _________________



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