Join the Cleo Eulau Legacy Society, named in honor of our founder, to make a lasting impact on many school communities and inspire lifetimes of future generations through planned giving.

A giving plan allows you to care for yourself and your assets while you are living, and plan for the orderly transfer of assets to other persons and charitable organizations that are meaningful to you. A legacy gift can help preserve the family name, honor loved ones, support a favorite nonprofit even after you are gone, shape the community for many years to come, and minimize tax burdens.

Ways to Give

Your legacy gift can be customized and structured to fit your dreams, lifestyle, family and financial needs. There are many ways to make a planned gift to Acknowledge Alliance, including:

• Bequests: Name Acknowledge Alliance in a will, estate plan, or living trust for a specific dollar amount, specific asset, or a percentage of your estate - see our sample bequest language
  
  

• Life Insurance: Designate life insurance proceeds or donate an insurance policy
  
  

• Retirement Plans: Make Acknowledge Alliance a beneficiary of your retirement plan, IRA, 401k, or 403b
  
  

• “In Trust” Accounts: Establish a charitable trust with funding from appreciated securities, retirement plan assets, tangible personal property and cash
  
  

• Gifts That Generate Income for Life: Create a charitable gift annuity and receive fixed payments for life in return for your contribution
  

Benefits

In addition to supporting the mission of Acknowledge Alliance and leaving your legacy, a planned gift can provide substantial benefits, including:

• A larger charitable gift than you thought possible

• Inheritances for your heirs at a lower tax cost

• An income tax deduction

• Reduced capital gains taxes

• Reduced probate costs and estate taxes

• Income for life
  

Inform Acknowledge Alliance of Your Intentions

Informing us about your gift in advance will enable us to fully honor your future intentions, understand how you want your gift to make a difference, and fulfill your personal charitable wishes. In addition, it allows us the opportunity to give you well-deserved recognition during your lifetime!

Acknowledge Alliance is ready to work with you, your family and your professional advisors to meet your estate-planning and philanthropic objectives. No matter how or what you choose to give, you will support vital programs that help promote lifelong resilience in children and youth, and strengthen the caring capacity of the adults who influence their lives.

To learn more about making a legacy gift, please contact Sharon Navarro, Executive Director, at sharon@acknowledgealliance.org. 

All inquiries are confidential and will not obligate you to complete a gift. Acknowledge Alliance does not provide legal or tax advice. Please consult your adviser(s) when considering your charitable objectives to determine the benefits and risks of any planned gift.