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​Become a Lift UP Legacy Society Member

The easiest and most common way to make an investment in the future of Lift UP is through a bequest in your will or trust. You can designate a specific amount of money, a percentage of your estate, or a specific asset. You can also make Lift UP the beneficiary of an IRA or a life-insurance policy. There are many ways to share your estate. An attorney who specializes in estate planning can guide you through the process. When you notify us that you have included Lift UP in your will or estate plan, you will be invited to become a recognized member of the Legacy Society. (You may, of course, choose to remain anonymous.)

Benefits of Making a Legacy Gift

• The satisfaction of knowing you are contributing to the future of Lift UP and its mission. Generations to come will benefit from your gift.
• The expression of your deeply held values. Ensuring the sustainability of our organization makes your core values known to others.
• Your support of our mission serves as an inspiration to others.
• Potential tax benefits for your heirs.Public recognition of your commitment, which encourages others to follow your lead.

How will your Legacy Gift be used?

• You may specifically designate one or more of our programs as a beneficiary.
• You may choose to make the use of your gift unrestricted.
• Because the needs of our community and our strategy for meeting them can change over time, unrestricted bequests let future generations direct your gift to the most crucial needs at that time. 
• Our current focus is the Adopt a Building program. Unrestricted gifts greater than $10,000 will be directed there.
• Unrestricted ​gifts of $10,000 or less will be applied to general operating funds to support the financial stability of Lift UP. ​

Legacy Society Stories

Carole Barkley

​Like a lot of older people, I have a limited income. Though I regularly donate to several charities, including Lift UP, I have to balance philanthropy with my current and projected needs. However, at some point I will have no further needs of my own, I have no children to provide for, and my siblings are financially secure. Because I know how much good Lift UP will continue to do in the future, including it in my will was an easy decision.

Bonny Groshong

As a founder of this organization, it is important to me that it continues its mission of improving lives with innovative programs that address community needs as they arise. My family joins me in donating to Lift UP and supports my decision to include it in  my estate plan.