Leave a Legacy

Leave a Legacy

Your Legacy Matters

Your will or revocable living trust is more than a legal document—it's your final message to those you love. By including a gift to support vulnerable neighbors in our community, you make a powerful statement about your values while setting an inspiring example for your heirs. These thoughtful arrangements can also reduce your taxable estate, potentially increasing the inheritance available to your family.

The life story you want to tell matters to us here. Let us help you tell it with love and respect.

Simple Ways to Make a Difference: Gifts by Beneficiary Designation

Many valuable assets—including retirement accounts and life insurance policies—transfer outside your will through beneficiary designations. These assets can sometimes create significant tax burdens for your heirs, making them ideal for charitable giving.

Designating the remaining balance of your retirement account to causes you've supported throughout your life creates a meaningful legacy with minimal paperwork. IRA assets can transfer completely tax-free to your chosen charities.

We encourage you to notify us of your intentions so we can ensure your gift is properly realized. We're happy to help designate your gift in honor of a loved one or maintain your anonymity if preferred.

Major Gifts of Assets

MEND - Meet Each Need with Dignity welcomes many types of assets for both current and deferred charitable gifts. We'll work with you to find the solution that best serves you and your family.

  • Real Estate: Donate property now for an immediate tax deduction, include it in your will, or use it to fund a life-income gift option.
  • Appreciated Stock: Make an immediate gift or fund a life-income option without paying capital gains tax. You'll receive a charitable tax deduction while supporting MEND's mission.
  • Qualified Charitable Distribution (QCD): Direct funds from your traditional IRA to reduce your tax liability while helping vulnerable community members today. The 2023 tax law allows a one-time IRA distribution to satisfy your required minimum distribution and fund a Charitable Gift Annuity.

 

Endowments: Your Forever Gift

An endowment supports MEND's community work in perpetuity. Your gift is invested, with a portion distributed annually to fund our programs while the principal continues growing to support future generations. Endowments can be established now or funded through your will. Named endowments offer a meaningful way to honor a loved one's legacy.

Our tax ID: 23-7306337

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Meet Jim Cheydleur

Jim Cheydleur, MEND’s Director of Major Gifts and Planned Giving,
brings over 20 years of experience in helping donors create meaningful impact through legacy and planned giving.

Contact Jim at 818.686.7301 or Give@MendPoverty.org