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June 16th

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Planning Your Legacy With Upbring: New website makes it easy - Upbring

Upbring Planned Giving 0
David Kahle, Upbring Senior Vice President for Agency Advancement

David Kahle, Upbring Senior Vice President for Agency Advancement

David Kahle, Upbring Senior Vice President for Agency Advancement, has 25 years of deferred giving experience to share and a reputation for bringing peace of mind to many individuals and families as he matches their passions with their philanthropic goals.

Every one of us is going to leave a legacy someday—to be remembered in the minds and hearts of those closest to us whom we leave behind. But did you know that you can make an even greater impact by helping others and fulfilling a purpose that is bigger than yourself? You can do something special during your lifetime that will one day help those in need, year after year.

The best charitable plans make a difference in the lives of others, while often improving your personal financial and/or tax situation. You can help Upbring and our mission—to break the cycle of child abuse by empowering children, families and communities—through planned giving tools that will make a big impact.  We will work with you to ensure that both your future—and the children, families and communities we serve—will benefit.

Planned Giving Site
A new section on Upbring.org is dedicated to explaining, in language that is easy to understand, the benefits of financial instruments like Charitable Gift Annuities and Charitable Remainder Trusts. You can explore planned giving options on your own timeframe, at planmygift.upbring.org, and calculate your benefits based on your individual age, assets and giving amount. You can also download a FREE Personal Estate Planning Kit to complete and review with your financial advisor. The Planned Giving site is also full of important information on wills and living trusts, beneficiary designations, endowed gifts and much more.

Questions?
Contact David Kahle at 512-706-7501 or [email protected] for additional information.  When planning your estate, you should always seek the advice and counsel of your financial and/or legal advisor(s).

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