Legacy Society
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No Pressure: You Can Change Your Mind
When you make a donation to the Crisis Center of Tampa Bay through the following methods, you have the option to revoke or change your gift throughout your lifetime:
- Beneficiary designation of retirement plan assets or life insurance
- Bequest through your will or revocable living trust
Other Benefits
Including us in your will or trust allows you to retain full control of your assets for your lifetime.
Naming us as beneficiary of a life insurance policy gives you lifetime access to the policy's cash values.
Leaving us your retirement plan assets after your lifetime and saving other less-taxed assets for loved ones is tax-smart inheritance planning.
Contact Sandy McLaughlin at 813-969-4987 or smclaughlin@crisiscenter.com to learn more about these flexible ways to support the Crisis Center.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.
