Secure A Part of Our Future As A Sunnybrook Legacy Circle Member
Did you know? 60% of Americans have no will in place, and issues such as who will care for minor children and what will happen to the assets you’ve acquired over the years, are left unresolved. (Stat according to Focus on The Family, 2023)
For more than 60 years, Sunnybrook Children's Home has been dedicated to transforming the lives of foster youth and young adults in Mississippi. Our faith-based ministry has given hope, healing, and a sense of belonging to countless foster children and young adults in need. Now, we invite you to join us in securing the future of our mission through Sunnybrook Legacy, an estate planning service designed to help you leave a lasting legacy.
New to estate planning? Keep reading for some basic insights and information that can help you get started. We're here to serve your journey every step along the way!
If you're already familiar with planned giving and are ready to leave your legacy, you can notify Sunnybrook Children's Home of your intentions by completing this Legacy Gift Intention Form.
What is Estate Planning and Why Now?
In 2023, popular personal finance website NerdWallet provided an Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order, adding this: “An estate plan can give you peace of mind that your assets will be distributed according to your wishes when you die.” For those new to the concept or not sure where to begin, their basic estate planning checklist goes as follows:
- Create an inventory.
- Account for your family’s needs.
- Establish your directives.
- Review your beneficiaries.
- Note your state’s estate tax laws.
- Weigh the value of professional help.
- Plan to reassess.
If you’re even considering the next phase of planning, then have peace in the fact that chances are you’re well ahead of the game.
It's wonderful that you're considering charitable giving as part of your estate planning, and Sunnybrook Children's Home sounds like a great organization to support. However, before making any decisions, we’ll be the first to tell you it's essential to do your due diligence and consult with legal and financial professionals to ensure your estate plan aligns with your goals and meets all legal requirements.
Luckily for you, Sunnybrook Legacy is our new Estate Planning service with the dedicated resources and professionals to walk you through it every step of the way!
What is Sunnybrook Legacy?
Sunnybrook Legacy is a planned giving program that allows you to include Sunnybrook Children's Home in your estate plans, ensuring the continued impact of our mission for generations to come. By choosing to leave a gift through your will, trust, or other estate planning vehicles, you are providing a brighter future for children and young adults in the Gulf region.
Why Choose Sunnybrook Legacy?
- Leave a Lasting Legacy: Your planned gift ensures that the life-changing work of Sunnybrook Children's Home continues long into the future.
- Impact Lives Beyond Your Lifetime: By including Sunnybrook in your estate plans, you create a ripple effect of change that reaches countless children and young adults in need.
- Align Your Values with Your Giving: As a faith-based organization, Sunnybrook Children's Home is committed to providing a nurturing and supportive environment that aligns with your values and beliefs.
- Tax Benefits: Planned giving can offer significant tax benefits for you and your estate while maximizing the impact of your gift.
How to Get Started
Getting started with Sunnybrook Legacy is a simple and meaningful way to make a difference. Follow these steps to secure your legacy:
- Reflect on your values and the impact you want to make through your estate plans.
- Speak with your attorney or financial advisor about including Sunnybrook Children's Home in your will, trust, or other estate planning documents.
- Notify Sunnybrook Children's Home of your intentions by completing our Legacy Gift Intention Form.
- Join our Sunnybrook Legacy Circle, a special group of supporters who have chosen to make a lasting impact through planned giving.
Sunnybrook Legacy Circle Resources and Support
We understand that estate planning can be a complex and personal process. That's why we're here to help. Be on the lookout to explore our resource library for informative guides, tools, and resources on planned giving, or contact Ron Veazey, Director of Advancement, to speak with a Sunnybrook Legacy representative who can assist you with any questions you may have.
Secure Your Legacy Today!
Secure your legacy today and make a lasting impact on the lives of foster youth and young adults in the Gulf region. Start your journey with Sunnybrook Legacy by downloading our free estate planning guide, courtesy of our trusted friends and experts at Focus on the Family.
