Leave A Lasting Legacy Through Planned Giving
Leave A Lasting Legacy Through Planned Giving
Written by Neal Picard, NEHA Board Treasurer
Posted: April 8, 2025. This article was originally shared in our Spring 2025 Newsletter.
Thinking about what happens to your estate after you’re gone can feel a little strange, but taking the time to plan now ensures that your values and the causes you care about continue to make a lasting impact for generations to come. Including NEHA in your estate planning is a powerful way to leave a lasting impact on the bleeding disorders community.
Through the NEHA Legacy Society, we honor those who make this extraordinary commitment, ensuring that individuals and families affected by bleeding disorders will always have access to critical resources, education, and support. Planned gifts—whether through bequests, trusts, life insurance, or IRA beneficiary designations—can be tailored to align with your financial goals while also providing potential tax benefits. No matter the size, every contribution helps sustain NEHA’s mission, strengthening our Wicked Strong Family for generations to come.
The power of legacy giving is undeniable. In 2020, NEHA received an extraordinary $98,000 estate gift from a dedicated community member whose son had hemophilia. This unexpected generosity fortified NEHA’s financial foundation, allowing us to expand programs, enhance services, and continue advocating for those in need. This gift serves as a profound reminder that one person’s thoughtful planning can shape the future of our community. By including NEHA in your estate plans, you create a legacy of hope and support that will benefit countless individuals long after your lifetime.
Ways You Can Make a Lasting Impact
- Bequests in Your Will or Trust – A simple and meaningful way to provide enduring support for NEHA’s mission.
- Retirement Plan Contributions – Designate NEHA as a beneficiary of your IRA, 401(k), or other retirement account.
- Gifts of Stock & Appreciated Assets – Maximize your giving potential while receiving tax benefits.
- Life Insurance Gifts – Name NEHA as a beneficiary to create a legacy of care and support.
Honoring Your Generosity
Members of the NEHA Legacy Society are recognized annually in our newsletter and on our website, and they are honored at our biennial NEHA Legacy Society event. For those who prefer privacy, membership can remain anonymous.
Next Steps
Considering a planned gift? We encourage you to consult with your legal and tax advisors to ensure your gift aligns with your financial and philanthropic goals. Once your plans are in place, we’d love to connect with you to answer any questions and ensure your legacy is honored according to your wishes.
To learn more about our Legacy Society and to see resources to guide you through every step of your estate planning journey, click the button below to visit our Legacy Society page. This includes FAQs from the American Bar Association, more than eighty video resources from the American College of Trust and Estate Counsel and sample templates.
To learn more or start the conversation, please reach out to us at [email protected] or call 781-326-7645. Your generosity today will create a brighter future for individuals and families affected by bleeding disorders across New England. Together, we can build a legacy of hope, strength, and support.