Legacy Giving
Secure your financial future while empowering local students!
At Take Stock in Children of Manatee County, we believe every deserving student in our community should have the opportunity to achieve their academic and life potential through college scholarships and dedicated mentorship.Â
Did you know you can make a transformational impact on a student’s future while also strengthening your own financial security?Â
Discover how charitable gift annuities and no-cost estate planning strategies can help you balance personal financial security with supporting local students. Through planned giving opportunities, you can choose options tailored to your personal goals and financial strategy.
Charitable Gift Annuities & Trusts
Turn assets like cash, real estate, or appreciated stock into a dependable stream of income for life. You’ll unlock immediate income tax deductions, reduce capital gains taxes, and customize your payout schedule—whether current, deferred, or flexible—to match your retirement strategy.
Bequests & Beneficiary Designations
Designate Take Stock Manatee as a beneficiary of your life insurance policy or retirement account—or include a bequest in your will or living trust. Your gift ensures future scholars receive the support and opportunities they need for generations to come.
IRA Rollovers, Stock & Endowments
Support local students while maximizing your tax savings! Transfer tax-free gifts directly through an IRA charitable rollover (if 70½+), donate stock, give through a Donor-Advised Fund (DAF), or establish an endowment fund to empower Take Stock Manatee scholars today.
Contact Anne LeBaron, CEO, for more information at anne@takestockmanatee.org.