Guardian Society: Estate and Planned Giving

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The Guardian Society is a growing group of individuals who have made a forward thinking commitment to equality by establishing a Charitable Gift Annuity (CGA) or including Lambda Legal as a beneficiary of their wills, retirement plans, life insurance, trusts or other estate-planning vehicles.

Supporting Lambda Legal’s work through estate planning not only ensures that you are leaving a legacy for equality, it may also offer significant tax benefits, income for retirement, and the member benefits of Lambda Legal.

For more information, please see the appropriate links below or contact Lambda Legal’s Director of Legacy Giving, Thai Pham, at 212-809-8585 or tpham@lambdalegal.org

Tax-Wise Ways to Leave a Legacy

Bequests

By leaving Lambda Legal in your will, you can support our fight for equality without giving up crucial assets you may need now.

Charitable Gift Annuity (CGA)

One of our most popular planned giving vehicles, CGAs allow individuals 55 or older to establish a partially tax-free source of retirement income while still giving to Lambda Legal.

Retirement Assets

For individuals able to provide for loved ones through other means, making a gift of retirement assets may save your partner the significant burden of paying both estate and income taxes on the assets.

Life Insurance

Donating your life insurance policy to Lambda Legal may allow you to claim an immediate income tax deduction for the current value of the policy and you may also be able to deduct your future premium payments.

Trusts

Charitable remainder trusts offer supporters a way to provide for their loved ones immediately while also supporting Lambda Legal.

For Tax and Financial Professionals

Let us know if your client has included Lambda Legal in their plans.