McLean Legacy Society

The McLean Legacy Society honors those forward-thinking individuals who have let the Foundation know that they have plan to leave a gift to the community through a bequest, trust, life insurance policy, or retirement plan. CREATE extends its gratitude to them for making northeast Mississippi a better place now and in the future.  Since gifts are usually entrusted to CREATE at the end of the donor’s life, we generally have little or no opportunity to demonstrate the recognition and appreciation that such meaningful acts deserve.  Now, however, the McLean Legacy Society provides a way for CREATE to thank donors and ensure their gifts will be recognized during their lifetime.

Options for Creating a Legacy

A bequest in your will or trust

This is an easy way to fund your charitable goals. You can create a new endowment or add to a fund already in existence. You can leave a specific amount, a percentage of your estate or what remains after other obligations have been satisfied.

Retirement plan donations

Retirement plan donations

Naming the CREATE Foundation as a beneficiary of your IRA, 401k or 403b retirement plan is a simple way to fund your and may minimize tax implications to your heirs.

Life insurance

Life insurance

You also can name the CREATE Foundation as a beneficiary of your life insurance policy or gift the policy and likely receive an immediate tax deduction. Policy proceeds can establish a fund that meets your charitable wishes.

Charitable trusts and gift annuities

A number of giving vehicles allow both income and charitable donation with a favorable tax advantage. Please contact us for details on Charitable Gift Annuities, Charitable Remainder Trusts, Charitable Lead Trusts or other trusts and annuities.