Literary Society of the Southwest

With a planned gift to the Literary Society of the Southwest, you ensure our community will continue to bring contemporary authors to Arizona, while helping to fulfill our mission of providing grants to promote literacy.

When you include the Literary Society of the Southwest in your final giving plans, you make so much more than a financial gift. You leave a lasting legacy of the importance of literacy to you and the community you call home.

Planned gifts often appeal to those who want to support a charitable organization but may not be certain how much of their assets they will need for themselves during their lifetimes. Planned giving is typically done in conjunction with estate planning and is a viable option for donors of all income levels. For more information, please contact your professional advisor.

OPTIONS

Make a Bequest

Naming Literary Society of the Southwest as a beneficiary of assets in your will or living trust is a common way to provide a planned gift.

Bequests may be for a specific dollar amount, a percentage of your estate, or the residual amount of your estate after all debts, expenses, and specific bequests have been paid and realized. Bequests can be made with gifts of cash, appreciated securities, or artwork. Bequest gifts will be unrestricted unless you designate them to specific program areas.

Tribute Gifts

You can help Literary Society of the Southwest build a bright future for literacy with a tribute gift honoring a loved one’s birthday, anniversary, or memory.

Charitable Trusts

Charitable trusts can provide you with income for the term of the trust, while also providing significant support to Literary Society of the Southwest at a considerable tax advantage.

As a beneficiary of a charitable remainder trust, Literary Society of the Southwest may receive a percentage of the trust or any remaining principal after the trust terminates.

Charitable lead trusts provide the Literary Society of the Southwest with reliable income for a specified length of time, while you receive a reduction in gift or estate taxes. When the trust is terminated, the principal or property reverts back to you or your estate.

Life Insurance Policy, Annuity, Retirement Account or Individual Account

Simply name Literary Society of the Southwest as the primary or contingent beneficiary of your life insurance policy, an annuity or your 401(K), IRA, or other retirement account. You may leave all or a percentage of your policies or accounts to the Literary Society, and because funds from retirement accounts are not subject to estate or income tax, the entire balance benefits the Literary Society and your community. Also, equally simple, you can name Literary Society as a beneficiary of an individually owned non-qualified account.

Endowment Gifts

When you make an endowment gift to Literary Society of the Southwest, you demonstrate a long-term commitment to strengthening literacy in Arizona. Endowment gifts are invested and maintained in perpetuity, and investment earnings provide crucial and on-going support for the Literary Society of the Southwest.

If you have any further questions regarding planned giving, please contact marybethh@literarysoc.com.

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