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Leaving a Legacy

News & Events

 Healthy Learners Highlight January 2009

Please click on the link to see the January Healthy Learners Highlight featuring Kara Marsh and Tom Keith.…


 Healthy Learners Receives 2008 Community Service Award

Healthy Learners has received the 2008 Community Service Award…


 2007-2008 Healthy Learners Annual Report Card

The Healthy Learners Annual Report Card for 2007-2008 is now available online. …


 2008 George Younginer Memorial Golf Tournament

The 2008 George Younginer Memorial Golf Tournament was held on Friday, September 12th, 2008....…


There are a number of convenient opportunities for sharing with others by leaving a legacy. Some assets are better for donating during one's lifetime (such as long term appreciated stock) and some are better for donating as part of one's estate (such as traditional IRA accounts.) That is why we always recommend you speak to a financial counselor and seek good advice when planning your estate.

Several examples are listed below and you may click on the corresponding links ( located in the blue area on the left hand side of the page) to read more about each of these giving opportunities.  

           Gifts of Cash

            Appreciated Securities

            Real Estate

            Planned Gifts

            Charitable Funds & Trusts