You can play a vital role in helping thousands of families on their path out of poverty.
The Founders Legacy Society honors the commitment of Shanta’s co-founders, Mike and Tricia Karpfen, whose vision, passion, and love of Myanmar created a sustainable development program lifting thousands of families out of poverty.
A gift to Shanta Foundation in your will is a way to leave a legacy of thriving, self-sufficient communities, which could also have tax benefits for your estate and heirs.
Your estate gift will be invested in Shanta’s endowment fund. The endowment fund, managed by a Board committee, will provide Shanta with a sustainable source of funding for our future programming.
There are many easy ways to leave a legacy gift for Shanta Foundation. Gifts are welcome in all sizes to match your personal circumstances and giving preferences.
STOCK & BONDS
A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.
BEQUEST IN A WILL OR TRUST
A charitable bequest is an instruction written in a will or trust that directs a gift to be made to a charity after your lifetime. Many donors enjoy the flexibility provided by a bequest, which doesn’t affect current cash flow.
CHARITABLE REMAINDER TRUSTS
This charitable giving strategy generates income and can enable you to pursue your philanthropic goals while also helping provide for living expenses.
CHARITABLE GIFT ANNUITIES
A simple contractual arrangement between you and Shanta. The charitable gift annuity pays a guaranteed fixed sum each year for the life of one or more beneficiaries.
RETIREMENT ASSETS OR LIFE INSURANCE
Make Shanta Foundation the beneficiary of IRA, 401(k), life insurance or other retirement saving plans.
LEAVE A LEGACY OF THRIVING SUSTAINABLE COMMUNITIES
You can make a meaningful and lasting impact on the mission and future of our program, by becoming a member of the Founders Legacy Society, and pledging a gift to Shanta Foundation in your estate or financial plans.
Joining the Legacy Society is easy
1. Decide how you would like to make your bequest or estate gift.
2. Modify your Will accordingly.
3. Complete our Declaration of Legacy Support Form and let us know about your plans for supporting Shanta Foundation.
Please make sure your gift is designated to Shanta Foundation, Inc. Our nonprofit ID number is 20-4246752.
If you are interested in learning more about making a gift to Shanta’s Founders Legacy Society please email Amy Hartenstine, Philanthropy Director or call 970-749-1198.