The Season of Giving: Including Charitable Gifts in Your Estate Plan

The holiday season is a time filled with gratitude, reflection, and generosity. It’s a season where we gather with loved ones, exchange gifts, and think about the ways we can give back to the people and causes that matter most. While many think of charitable giving in terms of year-end donations, it can also become a meaningful part of your long-term legacy through your estate plan.

At ACEMaven Legal, we believe that giving back shouldn’t stop with a single season — it can become part of the legacy you leave behind. Whether you have a favorite local charity, a community organization that has supported your family, or a national cause that reflects your values, charitable giving through your estate plan allows your generosity to make an impact for years to come.

There are many ways to include charitable giving in your estate plan, such as:

• Leaving a specific dollar amount or percentage of your estate to a nonprofit organization,

• Designating a charity as a beneficiary of a life insurance policy or retirement account, or

• Establishing a charitable trust to provide ongoing support for causes close to your heart.

  
  

If you’re unsure where to start, ACEMaven Legal can assist you in selecting qualified organizations that align with your values and goals. We’ll help you verify the organization’s tax-exempt status, collect their necessary tax information, and ensure everything is clearly documented. This allows your loved ones to easily understand your wishes and ensures that your gifts are distributed smoothly and correctly.

Your estate plan is more than just a set of documents — it’s a reflection of your life, your priorities, and the impact you hope to leave behind. By incorporating charitable giving into your plan, you’re not just preparing for the future; you’re helping shape a better one.

This holiday season, let your generosity live on.If you’d like to learn more about adding charitable gifts to your estate plan, contact ACEMaven Legal — we’re here to help you give with purpose and plan with peace of mind.