1 L EAVE A L EGACY® C ONNECTICUT Include charities in your estate planning and make a difference in the lives that follow.

2 LEAVE A LEGACY ® CONNECTICUT What is LEAVE A LEGACY ® CONNECTICUT? zStatewide public awareness campaign to encourage people to: yHave a will yLeave a Gift to a Nonprofit Organization zBegun in Connecticut in 1999 zPartnership of more than 720 nonprofits and professional advisors zOne of 155 nationwide organizations zSponsored by the National Committee on Planned Giving and sponsored locally by The Planned Giving Group of Connecticut

3 W ho W e A re Statewide committee of volunteers Planned Giving Group of Connecticut Planned Giving Group of Connecticut Over 720 nonprofits and professional advisors: Over 720 nonprofits and professional advisors: Connecticut Association of Nonprofits Connecticut Association of Nonprofits Connecticut Council for Philanthropy Connecticut Council for Philanthropy Connecticut Bar Association Community Foundations United Way Association of Fundraising Professionals

4 W ho W e A re Six regional committees of volunteers FairfieldNew Haven Greater HartfordNorthwest/Waterbury Middlesex CountySoutheast

5 W ho W e A re 2000 National Committee on Planned Giving Award Winner “Best Ongoing LEAVE A LEGACY ® Campaign in the United States”

6 W ho W e A re NonprofitsNonprofits Professional AdvisorsProfessional Advisors

7 W hy L EAVE A L EGACY ® ? Percentage of people who donate to charities annually

8 W hy L EAVE A L EGACY ® ? Percentage who leave bequests 5.7% 94.3%

9 W hy L EAVE A L EGACY ® ? Percentage of Connecticut estates that included a bequest to charity 13.0% 87.0%

10 W hy L EAVE A L EGACY ® ? 96.30% 3.70% Percentage of assets in those estates bequeathed to charity

11 The Source of Charitable Contributions* Individuals 75.80% Bequests 7.70% Foundations 12.20% Corporations 4.30% *Source: AAFRC Trust for Philanthropy/Giving USA 2002

12 W hy L EAVE A L EGACY®? Number one reason people fail to include bequests in their estate plans? NO ONE ASKED THEM.

13 L EAVE A L EGACY ® Goals zRaise public awareness of the benefits of leaving bequests. zUse network of nonprofits, professionals and community leaders to increase the number of people who include charities in their wills.

14 Benefits of Charitable Giving zMake a statement about your values. zSatisfaction of helping others. zIncome tax deduction. zElimination of capital gains tax on appreciated property. zRemoval of property from taxable estate.

15 Benefits of Charitable Bequests The Choices zLegacy gifts: Make a statement about your values by supporting charities in your community. zAlternative: Government sets priorities by deciding use of taxes from your estate.

16 Benefits of Charitable Bequests zAnyone can do it, regardless of size of estate zExtremely simple zTax benefits zSet an example for friends and family

17 Simple Ways to L EAVE A L EGACY® 1. Prepare or update your will.

18 Simple Ways to L EAVE A L EGACY® 2. Set aside a gift in your will for your favorite charity or religious organization that has made a difference in your life.

19 Simple Ways to L EAVE A L EGACY ® 3. Life insurance Name your favorite charity as the beneficiary of an existing life insurance policy, or purchase a new policy and name the charity as the beneficiary.

20 Simple Ways to L EAVE A L EGACY ® 4. Remember your loved ones with a charitable bequest in their honor.

21 Simple Ways to L EAVE A L EGACY® 5. Name a charity as the beneficiary of your pension plan or IRA.

22 Simple Ways to L EAVE A L EGACY ® 6. Discuss with your advisors or your favorite charities the tax advantages you can enjoy now by leaving a gift to a charity.

23 Simple Ways to L EAVE A L EGACY ® 7. Spread the word. Let your family, friends and advisors know that you’ve taken responsibility for your legacy and for the well being of a cause you care about.

24 Steps for Nonprofits to Take zPrint out the Participation Form from the LEAVE A LEGACY ® website. zReview it with your board along with About LEAVE A LEGACY ®. zInvite a LEAVE A LEGACY ® speaker to talk to your board. zGet your board’s endorsement.

25 Steps for Nonprofits to Take zRun a LEAVE A LEGACY ® article in your organization’s newsletter. zPersonalize your LEAVE A LEGACY ® brochures. zMail brochures to your supporters. zUse the LEAVE A LEGACY ® logo in gift planning materials. zLink to the LEAVE A LEGACY ® website.

26 L EAVE A L EGACY ® CONNECTICUT Infoline Planned Giving Group of Connecticut There’s no end to the good you can do.