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Families Forward wishes to invite our friends to consider becoming members of our Legacy Society.
The Legacy Society recognizes those who have included Families Forward in their estate plans in a variety of ways.
Here are a few simple, but meaningful, ways to participate: Outright Gifts
- A gift of cash or other assets such as appreciated securities will help build the Families Forward Sustainability Fund immediately.
Bequests
- A gift of a percentage of estate assets or a specific sum of money to the Families Forward Sustainability Fund in your will or trust.
Life Insurance
- Complete a "change of beneficiary form" for an existing policy.
Retirement Funds
- Complete a "change of beneficiary form" for an IRA or other retirement fund.
Please view the gift planning brochure for more information and ways to give and call Margie Wakeham at (949) 552-2727 for more information.
*You are encouraged to discuss these issues with your own attorney or financial advisor.
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