Securing Your Legacy

Presented by Chief Financial Credit Union

Published in: Update - Issue 2 - 2017 »   

Thinking about your future? We are.

None of us like to think about plans for our legacy. It is an uncomfortable conversation to have with ourself and our family—yet it must be done.

Taking time to plan your legacy means that your gifts will be carried out as you wish.

Providing for your family or friends through a gift in your estate plans is important. After you do this, consider leaving a gift to Leader Dogs for the Blind. Leader Dog can be listed as a beneficiary on your investment accounts, life insurance policies and retirement accounts.

Another way of giving a gift is to set up a Charitable Gift Annuity with Leader Dogs for the Blind. Below are current interest rates for specific ages (with gift of $10,000.00).

Age Rate
70 5.10%
80 6.80%
90 9.00%

Please contact Leader Dog’s manager of gift planning, Roberta Trzos, CFRE, to discuss your legacy giving. She can be reached at 248/659.5014 or rtrzos@leaderdog.org.