It’s common to build relationships with the loved ones of patients we serve. Many bless us with memorials in honor of the care they receive, and others commit to supporting our extraordinary care by including OLP in their wills and estate plans.
Do you have a will? Understanding and creating a will is the best thing you can do to protect your loved ones. Our Lady of Peace can help you get started. Join us on February 11, 18, and 25th for Estate Planning Essentials, a free three-part series by local Estate Planning Attorney David Salter. David will discuss wills and trusts, protecting your family and your assets, and safeguarding your estate with “planned giving” strategies.
“Our initial hope for you is to take time to learn and understand how to protect and allocate your assets,” says Debbie Swanson, planned giving and development officer for OLP. “Think about your hopes and dreams before you leave the earth and prepare to make them real.
This is why we’re hosting the seminar.”
Estate planning prepares and empowers you to protect your assets and loved ones by distributing them according to your wishes. If your wishes aren’t documented, decisions on your financial resources and belongings could be turned over to the state, including designating who will care for your children if they are under 18.
Debbie says, “Having a clear plan for end-of-life care relieves stress and prevents misunderstandings among family members. And if you want to include supporting extraordinary care at OLP, there are ways to do it and benefit your loved ones.”
Leaving a Legacy
Including a legacy gift to OLP in your estate plan will help ensure that gentle, loving end-of-life care will continue for years to come. “Planned gifts” are thoughtful, win-win solutions for the people you love and those we care for in their final days.
Here are some ways for you to have a lasting impact on our care for years to come:
Name Our Lady of Peace in Your Will
A gift through your will or estate is the easiest gift you can make today.
Stocks and Investment Accounts: You’ve Planned for the Future
You receive an income tax deduction for the fair market value of your securities on the date of transfer, regardless of what you originally paid for them.
Retirement Accounts: A Wise Charitable Gift
You can make a significant gift to Our Lady of Peace with retirement plan assets such as IRAs, 401(k)s, and 403 (b)s without adversely affecting your lifetime finances.
Please register for our 3-part estate planning seminar. Contact the OLP Development Team for information on including OLP in your estate plan. Call 651-789-6826 or email lisas@ourladyofpeacemn.org.