First, WHAT impact will any future philanthropic gifts mean to your legacy and which organizations can best support that goal?
• What ideals and values do you live by?
• What organizations have you supported in the past?
• What change would you like to see in the world?
Secondly, HOW can you best determine the plan to assure your legacy honors this impact?
• How much and through what vehicles do you want to give during your life?
• How do you want to leave gifts for family, friends, other individuals, and your favorite charities?
• How do you want your heirs to be involved with your philanthropic gifts?
While this may seem like an overwhelming list of questions, a good team of advisors can help make your planning simple, effective, and even joyful!
For more information about charitable giving strategies or help establishing your philanthropic legacy, please reach out to Lisa P. Sierk, Director of Endowment Ministries, at LSierk@rrumc.org or 216.926.1702.
Lisa P. Sierk serves as the Director of Endowment Ministries and guides Rocky River United Methodist Church in philanthropic activities. Lisa has been a non-profit fundraising professional for almost 30 years, and shares her expertise with staff, lay volunteers and church family members. She is most appreciated for her vision, plan creation and excitement at executing the plan.