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Gift Planning

Leave a Legacy: Planned Giving with the Library Foundation

A gift to the Springfield-Greene County Library Foundation in your estate plan is a meaningful way to ensure that knowledge, literacy, and lifelong learning remain available to generations to come. Whether you choose to include the Library Foundation in your will, designate it as a beneficiary of your retirement account or insurance policy, or explore other planned giving options, your generosity creates a lasting legacy for your community.


Bequest in Your Will or Living Trust

Including the Library Foundation in your will is one of the simplest ways to make a planned gift. A bequest costs you nothing during your lifetime, yet offers future generations the benefit of your foresight and generosity.

Your attorney or estate planner can help you tailor your will to reflect your values and charitable intentions.



Designate the Library as a Beneficiary

Naming the Library Foundation as a beneficiary of your retirement plan, life insurance policy, or bank/investment account is a straightforward way to make a lasting impact. These gifts can often be arranged without legal fees by completing a beneficiary form through your plan administrator.

Benefits include:

  • Avoiding income and estate taxes on retirement assets

  • Flexible and revocable at any time

  • No impact on your current finances

Charitable Trusts and Gift Annuities

Explore options like charitable remainder trusts or charitable gift annuities that allow you to provide for loved ones while also supporting the Library’s future. These tools can offer lifetime income, reduce estate taxes, and ultimately direct your assets to causes you care about.

Trust-based giving can:

  • Generate income for you or your beneficiaries

  • Lower taxes and probate fees

  • Provide long-term support to the Library Foundation



Gifts of Stock, Bonds, and Mutual Funds

Giving appreciated assets directly to the Library Foundation—such as stocks, mutual funds, or bonds—can maximize your charitable impact and offer tax advantages.

Benefits include:

  • Avoiding capital gains taxes on appreciated assets

  • Receiving a charitable deduction for the full market value

  • Supporting Library programs and services immediately or through your estate

Other non-cash assets such as real estate may also qualify for tax-deductible giving.



Let’s Plan Your Library Legacy Together: Join the Library Legacy Keepers

We recommend speaking with your financial advisor or estate planning attorney to explore the giving options that best meet your personal and financial goals and notifying the Library Foundation of these plans. A little planning now ensures that your love for libraries continues to inspire generations to come.

Thank you for considering a planned gift.

Your legacy is more than a gift—it's a story of curiosity, literacy, and opportunity passed on to future readers, researchers, learners, and dreamers.


Contact Us:

 Springfield-Greene County Library Foundation

 4653 S. Campbell Ave.

 Springfield, MO 65810

 Phone: (417) 616-0460

 Email: foundation@thelibrary.org

 Federal Tax ID Number: 43-1655656

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