Leave a Legacy That Opens Doors
Help ensure CrossPurpose’s work continues for generations to come
Ways to Create Your Legacy
Creating a lasting legacy can be simpler than you might imagine. Many legacy gifts require no contribution today and allow you to retain control of your assets throughout your lifetime.
Gifts Through Your Will or Trust
Including CrossPurpose in your will or living trust is one of the simplest and most flexible ways to make a lasting gift. You may choose to leave a specific dollar amount, a percentage of your estate, particular assets, or a portion of what remains after providing for the people you love.
Your gift can help ensure that participants have access to opportunities, training, resources, and community for years to come.
Beneficiary Designations
Naming CrossPurpose as a beneficiary can be another simple way to create significant future impact.
You may designate CrossPurpose to receive all or a percentage of eligible assets such as:
Retirement accounts, including an IRA, 401(k), or 403(b)
Life insurance policies
Other eligible financial accounts or assets
Beneficiary designations are generally made directly through the institution that manages your account and can typically be changed at any time.
Explore Other Ways to Give
Every legacy is personal. Depending on your goals and circumstances, appreciated securities, real estate, charitable trusts, and other assets may also provide meaningful opportunities to support CrossPurpose.
You do not need to determine the right option on your own. Our team would be honored to learn what matters to you and work alongside your financial, tax, and legal advisors as you explore the possibilities.
Connect with Us
If you have already included CrossPurpose in your will, trust, beneficiary designation, or other estate plans, we would be honored to know.
Sharing your intentions helps us understand your wishes, appropriately document your future gift, and most importantly, thank you for the legacy you have chosen to create. Our Planned Giving Intention Form provides a simple way to let us know about your plans. Completing the form does not create a binding obligation, and we are pleased to honor requests for confidentiality.
Not Sure Where to Begin?
You don’t need to know what kind of gift is right for you before starting a conversation.
Legacy giving begins somewhere much more personal: with your family, your values, the lives you hope to touch, and the impact you want your generosity to continue making.
We would be honored to listen, answer your questions about CrossPurpose, and help you explore possibilities alongside your professional advisors.
For Professional Advisors
We welcome the opportunity to collaborate with attorneys, financial advisors, CPAs, estate planners, and other professionals helping clients achieve their charitable goals.
Our role is to provide information about CrossPurpose, help clarify a donor’s charitable intentions, and work collaboratively with the donor and their advisors. CrossPurpose does not provide legal, tax, or financial advice.
Contact Us
To discuss your charitable giving legacy, contact Nancy Slyter, Senior Philanthropy Advisor.
*Please seek the advice of your financial or legal advisor as you consider the type of gift you wish to explore to benefit CrossPurpose.