Legacy gifts take many forms:

1. Will and Estate donations

Designating a donation in your will or estate can both help L’Arche USA continue our mission for years to come, as well as provide you with flexibility and freedom with your finances. If you decide to include L’Arche USA in your will, please let us know! We’d love to acknowledge and thank you.

2. Annuity and Trust donations

Arranging an annuity or trust, such as a Charitable Gift Annuity (CGA), with L’Arche USA is a great way to donate a generous gift while also setting up your own tax benefits and annuity income down the road.

3. Beneficiary designations

Designating L’Arche USA as a beneficiary is a simple, easy way to arrange meaningful donations well in advance. Designations can be made from retirement accounts, life insurance policies, or other investment accounts. Simply fill out a Change-of-Beneficiary Form with your financial institution and designate the dollar amount or a percentage you’d like to set aside.

Lynn Shad, Senior Vice President, Wealth Advisor

The Shad Financial Group

Lynn has over 30 years of investment experience specializing in retirement and investment planning services. She focuses on helping clients understand how long-term trends in the markets may impact their financial futures. A native of Jacksonville, she entered the financial services industry after a rewarding career in Exceptional Student Education, and she draws upon her teaching background when lecturing to a wide range of audiences. In addition to applicable securities registrations and insurance licenses, she holds her Bachelor’s and MBA degrees in Education from the University of Florida and has maintained her CERTIFIED FINANCIAL PLANNER certificate since 1988. She has served our community on numerous boards and organizations.

904-632-0221
Merilyn.Shad@morganstanley.com
50 N Laura Street, Ste 2000, Jacksonville, FL 32202