Planned Giving

Thank you for your interest in The Leadership Institute. Our hope is to serve you and your family with helpful information. We have an increasing number of friends at LI who now are benefiting from life income gifts, gift annuities, and other plans. Thank you for taking the time to explore the benefits of gift planning.

Personal Planner - IRA and 401(k) Designated Beneficiary Options
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just...
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Savvy Living - What to Consider When Choosing a Walk-in Bathtub
What to Consider When Choosing a Walk-in Bathtub
I’m interested in getting a walk-in bathtub for my mother that’s easy for her to get into and out of, but could...
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Donor Stories Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
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Washington News - U.S. Tax Receipts Up 8.9%
U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247...
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