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Create Your Legacy

Planning a gift? Your legacy giving to Life Unlimited creates generational impact.

Legacy giving does not require a large income or vast estate. Legacy giving only requires a thoughtful intention to make a difference for adults with disabilities by remembering Life Unlimited in your will or estate plans.

Whether you give to Life Unlimited through a transfer of assets from your estate or trust, a charitable gift annuity, selling a business or a gift of stock, every single gift helps to ensure adults with disabilities live a life of unlimited possibilities.

*If you are are 73 or older and required to make minimum distributions (RMDs), a gift to Life Unlimited can satisfy this requirement while making a big impact in your community.


Questions?

To learn more about leaving a legacy and other ways to give, please contact:

Joe Berrigan, Director of Development

816-441–7443

jberrigan@luinc.org

Common Ways to Plan a Legacy

Including Life Unlimited in your will, estate/trust, life insurance policy or retirement plan can be as simple as changing a beneficiary designation or making an amendment that honor your wishes. We are here to help explore the many ways to make a planned gift that’s appropriate and meaningful phase of your life.

Language For Your Will, Trust, or Estate

The following sample language can be used to make a gift to support Life Unlimited in an estate plan.

  1. Direct the Gift: “To Life Unlimited”
  2. Describe the Gift: “the sum of $___” OR “___% of my estate.” OR “The following property …”
  3. Describe the Purpose: “to support ___.” OR “to fund the ___.”
* We recommend that a designated bequest be made in the broadest terms possible. This will ensure your gift has the greatest impact. 
Learn more about gift planning

Gifts of Stock

Giving appreciated stock can provide a large tax deduction and enable you to make a larger gift than you thought possible. Stock gifts allow you to invest in your community today!

Request information about stock gifts

Directing Your Securities Gift

You can make a gift of appreciated securities—publicly traded stocks, bonds and mutual fund shares—to Life Unlimited while avoiding capital gains tax, diversifying your portfolio and/or securing a stream of income. It’s a simple and efficient way to give.

  1.  You transfer appreciated securities to Life Unlimited.
  2. Life Unlimited sells the securities and uses the proceeds to fund critical conservation work.

Securities Transfer Directions

Stock

First, email Joe Berrigan, JBerrigan@luinc.org, to let us know your gift is coming; this helps us identify your gift when it comes in.

Next, transfer your stock by either of two methods.

  1. Transfer by broker: Draft a letter to your broker providing instructions for the stock transfer.
  2. Mail certificate(s): Send the stock certificate(s) by certified mail to Life Unlimited. In a separate envelope, mail Life Unlimited your signed stock power form and a dated letter that identifies the stock, states how your gift is to be used and includes your signature exactly as it appears on the certificate. Send them on the same day by certified mail to: Life Unlimited, ATTN: Joe Berrigan; 320 Armour Rd, North Kansas City, MO 64116.

Account name: Life Unlimited (Tax ID #43-1237483)

Mutual Funds

Before giving mutual funds, please first contact Joe Berrigan, at (816)550-3992 or at jberrigan@luinc.org so we can research and be sure we can accept the funds into our account.

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