WHAT IS PLANNED GIVING?

Leave a legacy: Invest in the future of our community

By committing to a planned gift through our Metrocrest Services Legacy Society, you will be investing in our future.

Planned gifts support the mission of Metrocrest Services while allowing donors to benefit from federal and state tax laws that may reduce income taxes, lower gift and estate taxes, or provide income during the donor’s lifetime.

LEAVE A LEGACY

Set up a bequest in your will or trust

Why include a bequest in your will or trust?

  • It’s easy. Making a bequest is as simple as inserting a few sentences into your will, such as “I give $10,000 to Metrocrest Services.”
  • It’s revocable. You are free to alter plans throughout your lifetime, eliminating the worry that you might make a commitment you could later regret.
  • It’s tax-smart. Your estate is entitled to an unlimited estate tax charitable deduction for bequests to Metrocrest Services.

For more information, we offer a quick reference guide, 8 Ways to Leave a Legacy, to assist you in your giving.

While not required, it is helpful to receive notification that you plan on naming Metrocrest Services in your will or trust. If you are considering a gift to Metrocrest Services, or if you would like more information, contact Rhonda Ross, Development Director, at rross@metrocrestservices.org or call 972.446.2100 Ext. 164.