You don’t need to be wealthy to leave a meaningful legacy gift. Some of the simplest options require no new legal documents at all.
Common approaches
- Naming a church or ministry as a beneficiary on a life insurance policy or retirement account.
- Including a specific amount or percentage in your will or trust.
- Establishing a donor-advised fund your children help direct.
- Giving appreciated assets during your lifetime.
“A good man leaveth an inheritance to his children’s children.” — Proverbs 13:22
Talk with your family about your intentions so the gift becomes part of a shared story of faithfulness, not a surprise.
This article is for educational purposes and is not legal, tax or financial advice. Please consult a licensed professional in your jurisdiction.
