Giving Your Way - Conception Legacy

Giving Your Way

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Make a gift that costs you nothing today and can be altered or revoked if your plans change

Gift Option:

A Gift In Your Will
This gift is simple and direct and can be changed should you want or need to do so.
Beneficiary Designations
A beneficiary designation is a simple way to leave a gift from a variety of assets and can be changed at any time

Best Way to Realize My Objective…

Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
Make us the beneficiary of a life insurance policy you no longer need or other assets including IRAs and other retirement plans assets, commercial annuities, checking or savings accounts, or brokerage accounts.

Make a gift that pays you an income, now

Make a gift that reduces current income tax

Make a flexible gift that you can change or revoke if your circumstances or goals change

Gift Option:

A Gift in Your Will or Trust
This gift is simple and direct and can be formally changed should you want or need to do so.
Beneficiary Designations
A beneficiary designation is a simple way to leave a gift from a variety of assets and can be changed at any time
Life Insurance or Retirement Assets
Designate a beneficiary now and change it later if your plans change.

Best Assets to Realize My Objective…

In your will or revocable living trust, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
Make us the beneficiary of a life insurance policy you no longer need or other assets including IRAs and other retirement plans assets, commercial annuities, checking or savings accounts, or brokerage accounts.

Make a gift that provides supplemental retirement income

Make a gift from your IRA

Gift Option:

An Outright Gift
A direct transfer from your IRA to us—available to IRA owners age 70½ or over.
A Life Income Gift
A one-time option to use IRA assets to create a lifetime income for you and/or your spouse.

Best Way to Realize My Objective…

No tax deduction, but the gift counts toward your RMD and no tax is due.
An outright gift up to $108,000 (annual aggregate limit in 2025) qualifies for favorable tax treatment.
A one-time distribution up to $54,000 (in 2025) can be used to establish a charitable gift annuity or a charitable remainder trust.

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