THE NEAL SIMON LEGACY FUND: Planned Giving with a Purpose
Neal Simon wore many hats throughout his life — husband, father, brother, social worker, professor, teammate, husband, grandpa — and with each new role Neal was known for his extraordinary giving nature.
When Neal Simon died suddenly earlier this year, he left behind a treasured legacy at LAM. For more than 20 years, Neal trained, mentored and inspired hundreds of social work students who interned at LAM. Our agency and the Marin community at large benefited tremendously from Neal’s expertise in handling cases involving clients in crisis.
To honor Neal, Legal Aid of Marin is proud to introduce the NEAL SIMON LEGACY FUND — intended as way for those who, like Neal, believe in giving back to others.
Your planned gift to Legal Aid of Marin through the Neal Simon Legacy Fund ensures that the most vulnerable members of the Marin community will continue to receive much needed legal services for generations to come. Below are some of the ways you can be a part of the Neal Simon Legacy Fund.
Including LAM’s Neal Simon Legacy Fund in your charitable bequest can greatly reduce your estate tax amount while making an impact social return on investment for the Marin community. Read more here.
CHARITABLE REMAINDER TRUST:
When you create a charitable remainder trust, you guarantee a gift to LAM and our clients in the future. In return, you receive an annual income from the assets you use to fund the trust and an immediate tax deduction.
CHARITABLE LEAD TRUST:
When you create a charitable lead trust, LAM receives the income from the trust assets for a period of time, and the remainder goes to your heirs.
A ONE-TIME DONATION:
Making a one time donation to the Neal Simon Legacy Fund at any level will help LAM continue the momentum of ensuring social justice is accessible to the most vulnerable members of the Marin Community.
For more information on how you can be a part of the Neal Simon Legacy Fund, contact firstname.lastname@example.org or (415) 492-0230.