What is Planned Giving?

Did you know that it is possible for you to make a gift in support of Louisville’s mission while also ensuring that you meet your needs for your lifetime and those of your loved ones?  These giving techniques are called “planned gifts” because, through a bit of easy planning, you, your family and Louisville all benefit.
 
Please take your time and learn about:
  • Gifts that cost you nothing out of pocket today
  • The benefits of joining our the Louisville Heritage Society
It is recommended that you consult your attorney as you plan your gift.

Gifts Anyone Can Make

Some gifts do not have to cost you anything today but support our mission in the future. These gifts include:
  • Name Louisville as a beneficiary of your will or living trust
  • Name Louisville as a beneficiary of your qualified retirement plan (IRA, 403(b), 401(k), etc.)
  • Name Louisville as a beneficiary of your life insurance policy
  • Name Louisville as a beneficiary of your donor-advised fund
 
How it Works
 
Benefits
  • Your assets remain in your control during your lifetime
  • You can modify your gift at any time to address changing circumstances
  • You can direct your gift to a particular purpose (be sure to check with us to make sure your gift can be used as intended)
  • Under current federal tax law there is no upper limit on the estate tax deduction for your charitable gifts
 
Questions?  Please contact us at any time via email - giving@louisvillehs.org - or call the Advancement Office at 818-346-8812 ext. 1014.

The Louisville Heritage Society

Louisville is proud to announce the creation of the Louisville Heritage Society. 

Membership in this special community is open to all individuals who have named Louisville in their long-term estate plans.

Benefits include invitations to special recognition events, a commemorative pin, and acknowledgement in our Annual Report. 

For information and to inform us of a commitment to Louisville in your estate plans, please contact the Advancement Office at 818-346-7510  or at
giving@louisvillehs.org.