Planned Giving

Share your passion for our mission by making a gift to Lives in the Balance in your will or estate plans. Your gift can provide financial security to Lives in the Balance while offering you and your estate significant tax and other financial benefits. By honoring Lives in the Balance in this way, you'll join the Visionary Circle and receive special benefits and recognition.

A GIFT THROUGH YOUR WILL OR TRUST

A gift through your will or revocable trust is a simple and meaningful way of contributing to Lives in the Balance that may be directed where most needed by the Board of Trustees. A sample clause to share with your attorney is:

I give to Lives in the Balance, a Massachusetts non-profit organization based in Maine, whose address is 85 Exchange Street, Suite 201, Portland, Maine, Federal Tax ID #80-0484290, (the sum of $_________) or (_____ % of the residue of my estate) for its general purposes.


CHARITABLE GIFT ANNUITY OR CHARITABLE REMAINDER TRUST

A charitable gift annuity or charitable remainder trust enables you to make a contribution to Lives in the Balance in exchange for payments each year for a specified term or for life. This payment can be made to you or others you choose. Your gift is invested for the specified term or life and then the remaining assets are transferred to Lives in the Balance to be used as you have directed. These types of gifts can also provide significant income, capital gains and estate tax savings for you.


LIFE INSURANCE

Life insurance that you no longer need for your family security may be donated to Lives in the Balance by transferring ownership of the policy or naming the organization as a beneficiary. Your estate may be entitled to a charitable deduction for the proceeds passing to Lives in the Balance.

 

RETIREMENT PLAN ASSETS

The designation of Lives in the Balance as a beneficiary of retirement plan benefits can be a very savvy tax-wise gift strategy. Our charitable tax status exempts retirement benefits from estate and income taxes that your individual heirs could incur if you were to give retirement plan assets to them. 

 

JOIN THE LIVES IN THE BALANCE VISIONARY CIRCLE

By honoring Lives in the Balance with a gift through your estate plan, you'll join the Visionary Circle, an esteemed group of individuals whose support helps ensure the vitality of Lives in the Balance for future generations. No minimum financial level is required to enjoy the benefits of membership. When you join the Visionary Circle, you enjoy annual benefits and recognition today for your future gift, including:

  • Invitations to Visionary Circle events with Dr. Ross Greene
  • Acknowledgement in Printed Materials
  • Invitations to certain Visionary Circle conferences
  • Acknowledgment on the Donor Recognition Wall
  • Acknowledgment on the Lives in the Balance website

For more information about making a planned gift please contact Liz Rudman, Administrative Director, at (207) 210-6589 or liz@livesinthebalance.org. Thank you!