The Lucky Duck Foundation’s Legacy Society honors everyone who has included the Lucky Duck Foundation in their estate plan.
You are entitled to be a member if you have included the Lucky Duck Foundation as a beneficiary in any of the following:
Leave a legacy of support for LDF:
Throughout your life, careful planning allowed you to make gifts to Lucky Duck Foundation while still providing for your family.
Meet with us so we can share ideas about creating an estate plan to (1) achieve your personal goals to provide for your retirement and your family and (2) leave a legacy through your support of important organizations like Lucky Duck Foundation.
Will: Add a provision in your will that allocates a specific dollar amount or percentage of your estate to support LDF.
Living Trust: Same as above. Beware that only assets transferred to your Living Trust will be affected by your Living Trust provisions.
Retirement Plan: Add LDF to the beneficiary section of your retirement plan or life insurance.
I give _________ ($_________) or ________ percentage (__%) to Lucky Duck Foundation, a IRC section 501©(3) organization, tax identification number ___________, located at 5675 Ruffin Rd., Suite 100, San Diego, CA 92123. I have further instructions as to how LDF can use these funds in a separate Gift Agreement.
LDF suggests, but does not require that you create a separate document to elaborate on your instructions for the intended use of your gift to LDF. This document can also share your family values to help future leadership at LDF determine the most meaningful use of your gift.
Let us help you start your estate plan today by reimbursing you for the cost to create your will. To do so, contact Drew Moser, Executive Director, at 619-417-1149 or firstname.lastname@example.org to learn more. We look forward to working with you!
Please do not hesitate to contact us so we can provide suggestions on ways to maximize tax savings while supporting our efforts.
Additionally, we are glad to subsidize a portion of your estate planning expenses, whether you do so online or with an attorney (as we recommend).
Please contact our Executive Director Drew Moser at DrewM@luckyduckfoundation.org to learn more.
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*Socks graciously donated by our collaborative partner, Bombas Socks.