Legacy Gift Guide

Simple Ways to Make a Legacy Gift

You do not need great wealth to make a lasting difference. Planned gifts come in many forms, and each one helps ensure that no one in our community goes hungry. Whether you are honoring a loved one, expressing your values, or simply paying forward a lifetime of compassion, we are honored you are considering Lynchburg Daily Bread in your estate plans.

1. Bequest in Your Will or Trust

One of the most popular and flexible options, a bequest allows you to name Lynchburg Daily Bread as a beneficiary in your will or living trust.

You may designate:

  • A specific dollar amount

  • A percentage of your estate

  • The remainder of your estate after other obligations are met

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Sample language for your will or trust:

“I give to Lynchburg Daily Bread, a nonprofit organization located in Lynchburg, Virginia, Tax ID 52-1268749, the sum of $_____ (or _____% of my estate) to support its mission of feeding our neighbors.”

2. Beneficiary Designation

A simple way to leave a lasting gift—without updating your will.

You can name Lynchburg Daily Bread as a beneficiary of:

  • A retirement plan (such as an IRA or 401(k))

  • A life insurance policy

  • A bank or brokerage account

Simply request a beneficiary designation form from your plan administrator or financial institution. In many cases, the process can be completed online in just a few minutes.

3. Gift of Stock or Securities

Support our mission while potentially reducing your tax burden.

By donating appreciated stocks, bonds, or mutual funds, you may avoid capital gains taxes while making a meaningful gift to help feed neighbors in need.

We are happy to provide transfer instructions or coordinate directly with your financial advisor.

4. Have another idea?

There are many creative ways to leave a legacy — from charitable trusts to gifts of real estate or personal property. If you have something else in mind, we would be honored to talk with you and explore what is possible together.

This information is for educational purposes only and should not be considered financial, tax, or legal advice. Please consult your advisor before making charitable giving decisions.