Leave Your Legacy

Would you like to give to the Lebanon community in a lasting way?

You can fulfill your financial goals and help us serve the community by including a charitable gift in your estate plans.

These are just a few of many ways to leave your legacy:

  • Bequests: If you are creating a will or trust, consider adding the CCBA as a beneficiary.
  • Appreciated Securities: These include all gifts of stock and appreciated assets.
  • Life Insurance: Adding us as a beneficiary to a life insurance policy at this stage is a relatively inexpensive way to give the CCBA a large gift as the premiums will currently be lower. These modest annual premium payments will yield a great benefit to the CCBA over time.
  • Real Estate
  • Personal Property
  • Retirement Plan: If you have an IRA or some other form of qualified retirement plan from employment such as a 401k or 403b, consider adding the CCBA as an additional, split, or contingent beneficiary. We would receive 100% of the designated funds, as opposed to high tax rates for other designation types.
  • IRA Charitable Rollover (Qualified Charitable Contributions)

For questions or a confidential conversation about your estate plans, please consult your financial advisor or estate planner, fill out the form on this page, or contact Kerry Artman by email or call 603-448-6477.