Page 61 - LIN-November-2024-web-file

Immokalee Foundation students
Immok alee F ound a t ion s t udent s
par t icipa t e in fiv e uniq ue educ a t ional c am ps e ac h summer
participate in five unique educational camps each summer
lor
oa
s
id
t F
a Gulf C
t U
sit
v
er
a at Florida Gulf Coast University and
ni
y and
Immokalee Technical College. .
Immok
olle
g
e
al C
alee T
ec
hnic
The Immokalee Foundation:
Leaving a Legacy—The Impact of Planned Giving
by Noemi Y. Perez, President and CEO
or many, the desire to leave a lasting impact Here are some common planned giving options:
is linked with personal values and the goal of Bequests: One of the simplest ways to leave a legacy is through
F contributing to positive change. a bequest in a will. Donors can specify a particular amount or
Leaving a legacy is more than just a financial percentage of their estate to support the Foundation, ensuring their
transaction; it's a profound way to influence future values endure after they are gone.
generations, make a difference in the community, Trusts: Donors can establish charitable remainder trusts
and support causes close to your heart. (CRTs) or charitable lead trusts (CLTs). A CRT provides income
At The Immokalee Foundation, legacies transform the lives of to the donor or beneficiaries for a specified period, after which the
students who face significant barriers to postsecondary education remaining assets benefit the Foundation. Conversely, a CLT offers
and career advancement. income to the Foundation for a set time before transferring assets to
Immokalee's families suffer from intergenerational poverty the donor's heirs.
and very low educational attainment. The community's per capita Retirement Accounts: Donors can designate as a beneficiary of
th
income is $17,927, ranking it 477 out of 485 communities their retirement accounts. This strategy can be a tax-efficient way to
in Florida. give, as the Foundation can receive the funds without incurring the
For 33 years, The Immokalee Foundation has been preparing taxes that would typically apply to heirs.
the next generation of leaders through a 100% focus on education, Life Insurance: Donors can also name The Immokalee
career readiness, and professional development for students in The Foundation as a beneficiary of a life insurance policy or transfer
Immokalee—from kindergarten through postsecondary education. ownership of the policy to the Foundation. This provides a
The Foundation provides new pathways to success and financial substantial gift at a relatively low cost, and donors may receive tax
independence through robust programming that prepares students benefits for their contributions.
for well paying, in demand professional careers in Business By exploring these and other planned giving options, donors
Management & Entrepreneurship, Education & Human Services, can create a tailored approach that aligns with their financial and
Engineering & Construction Management and Healthcare. philanthropic goals.
By contributing to our mission, donors support immediate The Immokalee Foundation is grateful for the support it receives,
needs and invest in a brighter future for the entire community. and every legacy left behind contributes to a ripple effect of positive
Leaving a legacy also serves as a source of inspiration for others. change, empowering future generations and strengthening our
It encourages a culture of giving and demonstrates the power of community.
collective action. When individuals commit to supporting The
About The Immokalee Foundation
Immokalee Foundation, they send a message that education and
For more than 32 years, The Immokalee Foundation has been
opportunity matter, motivating others to join the cause.
preparing the next generation of leaders through a 100% focus on
Lisa Marquette, Director of Philanthropy and Planned Giving
education, career readiness, and professional development for students
at The Immokalee Foundation, is at the forefront of our critical
in Immokalee—from kindergarten through postsecondary education.
mission. With her extensive experience in nonprofit fundraising,
To learn more about The Immokalee Foundation, become a mentor,
Lisa is dedicated to helping individuals navigate the often complex
host an intern, volunteer as a career panel speaker or host, donate, or
world of planned giving.
include the Foundation in your will, please call 239-430-9122 or
She understands that every donor's journey is unique and is
visit immokaleefoundation.org.
committed to providing personalized guidance on the best way to
leave a legacy that aligns with your values.
Life in Naples | November 2024 61