Planned Giving

The Legacy Circle

The Legacy Circle Program honors individuals who inform us that they are providing for the future of InConcert Sierra with a gift in their wills or other estate planning documents. All planned gifts become part of our permanent endowment and help to ensure that InConcert Sierra continues to be an important resource for future generations. 

Benefits of Membership

If you have included InConcert Sierra as part of your will or estate plan, and let us know that you have done so, we will recognize your commitment through Legacy Circle membership.

Members are acknowledged annually in our programs. We also invite members to our annual Thank You party social event each year, at the home of a board member.

Giving Options

There are many planned gift options for those wishing to support InConcert Sierra. Information about any of the estate-planning tools can be obtained from your investment advisor or directly from InConcert Sierra’s estate planner.  Options include:

Bequests
Specifying in your will either a dollar amount or percentage of your estate that you want to go to InConcert Sierra, while retaining the use of your assets during your lifetime.

Charitable Lead Trusts
Transferring assets to a trust that pays a yearly income to InConcert Sierra for a specified number of years, and then returns the assets to you or your designated beneficiaries. The trust assets will not be included in your estate, thus providing income, gift, and estate tax benefits.

Life Insurance
Transferring ownership of a paid-up life insurance policy to InConcert Sierra and receiving an immediate tax deduction, as well as eliminating estate taxes at the time of your death.

Retirement Benefits
Naming InConcert Sierra as beneficiary of IRA or other retirement plan assets, eliminating substantial estate and income taxes on these assets at the time of your death.

InConcert Sierra is a dba of Twin Cities Concert Association – Fed. ID# 68-1064659

 

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