Planned Giving
Create a Legacy of Belonging
Planned giving offers a meaningful way to support Accola’s mission beyond your lifetime. Through a legacy gift, you can help ensure future generations continue to experience stronger connections, greater opportunity, and a more welcoming community.
Build Impact That Lasts for Generations
A planned gift allows you to support the future of Accola while aligning your charitable goals with your financial and estate plans.
Whether through a bequest, retirement account, life insurance policy, or other giving vehicle, planned gifts help sustain Accola’s work for years to come.
By including Accola in your long-term plans, you create a lasting impact that extends far beyond today.
Benefits of Planned Giving
Planned giving can help you:
- Create a lasting legacy in your community
- Support future generations through long-term impact
- Align charitable giving with financial and estate planning goals
- Potentially receive meaningful tax advantages
- Leave a gift without affecting current financial priorities
Giving Options
Ways to Leave a Legacy Gift
Bequests in a Will or Trust
Include Accola in your will or living trust through a specific dollar amount, percentage, or residual gift.
Benefits:
- Simple to establish
- Flexible and revocable during your lifetime
- Creates long-term impact
Retirement Assets
Naming Accola as a beneficiary of retirement accounts such as an IRA, 401(k), or 403(b) can be a highly tax-efficient giving strategy.
Benefits:
- Easy to set up
- May reduce tax burden on heirs
- Helps maximize charitable impact
Life Insurance
Name Accola as a beneficiary of an existing or new life insurance policy.
Benefits:
- Simple giving option
- Potentially significant future gift
- Minimal impact on current finances
Donor-Advised Fund Legacy Gifts
You may designate remaining assets in your donor-advised fund to support Accola in the future.
Benefits:
- Extends existing philanthropic planning
- Creates ongoing community impact
Your Legacy Helps Build a More Connected Community
Planned gifts help Accola continue investing in programs, partnerships, and opportunities that strengthen belonging and connection across our community.
Your generosity ensures this work can continue for years to come.
Start the Conversation
We understand planned giving is personal and often requires thoughtful consideration.
If you’re interested in learning more about legacy giving opportunities, we’re here to help.
Connect with Andree Aronson to discuss options and explore how your long-term generosity can make a meaningful difference.
Accola encourages donors to consult with their attorney, financial advisor, or tax professional when considering planned giving options.