JIM JOHNSON: WHY WE JOINED THE SUSI Q LEGACY SOCIETY
TERRI & JIM JOHNSON
Terri and Jim Johnson love Laguna, and Jim has chosen Laguna Beach Seniors to receive the largest legacy gift in his estate plan. “Certainly, their programs and Terri’s service on the Board have been fun and stimulating. But the real reason, trite as it may seem, is that we have been blessed and it’s time to give back — especially to an organization that is making such a positive impact on the well being of our seniors.”
WAYS TO JOIN THE SUSI Q LEGACY SOCIETY
Immediate Gifts & Gifts in a Will or Trust
An immediate contribution to the Laguna Beach Seniors endowment, or a planned gift in your will or trust, are the simplest ways to “give forward,” retain control over your assets, and receive significant tax benefits. LEARN MORE
A Gift That Pays You Income -- for Life
With an irrevocable contribution, a Charitable Gift Annuity provides tax benefits and fixed income for life. LEARN MORE
Options for High Net Worth Philanthropists
If you have a substantial net worth, you may benefit from a number of complex, specialized estate planning strategies. LEARN MORE
Please Note: We always recommend that our donors consult with their financial advisors before making a planned gift to the Laguna Beach Seniors Endowment.
|
