DSAGC Legacy Society
Planned giving allows you to express your personal values by integrating your charitable, personal, and family financial goals to enhance your philanthropy and impact a qualified nonprofit organization.
By including the Down Syndrome Association of Greater Cincinnati (DSAGC) in your gift planning, you will have the opportunity to make a lasting investment in the promising future of individuals with Down syndrome. Through your legacy, you are sharing in the mission to serve both individuals with Down syndrome and the families of tomorrow.
The DSAGC Legacy Society is comprised of a group of individuals and families who have informed us of their intention to include the DSAGC in their Last Will & Testament, or as a beneficiary in their life insurance policy, IRA or other instrument.
A bequest is the most frequent and simplest form of a planned gift. It is a transfer of assets (cash, stocks & bonds) to a qualified nonprofit organization. To make a bequest to the DSAGC, here is sample language you can use:
“I give, devise, and bequeath to the Down Syndrome Association of Greater Cincinnati, 4623 Wesley Ave., Cincinnati, OH 45212 the sum of $_________ (or otherwise describe the gift or specify a percentage of the residue of my estate) to be used for its general purposes.”
What about Life Insurance and Retirement Plans?
Another easy way to make a planned gift is to name the DSAGC as a beneficiary of certain types of assets, i.e. life insurance plan, IRA, 401K, 403B, or another retirement instrument. The amount can be a lump sum or a percentage.
How does a planned gift benefit the DSAGC?
In order for the DSAGC to be a long-lasting organization for decades to come, we must diversify our funding streams. Even though we host the largest Buddy Walk in the country and our Golf Outing has decades of success behind it, it is critically important that we start thinking beyond today’s funding needs. By establishing The DSAGC Legacy Society, we are encouraging individuals and families to make an investment in our future. You can designate your gift from your will any way you choose, using one of two basic options:
Unrestricted Bequest: Making a gift for the DSAGC’s greatest needs is typically the most useful for the organization, as it allows us to designate funds where they are most needed.
Restricted Bequest: Making a gift specifying how the funds are used allows you to direct your gift to a particular DSAGC program or to our 321 Endowment Fund.
Informing the DSAGC of your Intentions:
Your gift, no matter what size, type or for what purpose, makes you eligible for The DSAGC Legacy Society. Membership helps us acknowledge and express appreciation for your generosity. Legacy Society members also inspire others who may be considering a bequest or beneficiary designation themselves which, in turn, helps us build a long-lasting and stable future for the DSAGC.
Letter of Intent: The best way to inform the DSAGC of your intent to set up a bequest or beneficiary designation to benefit the DSAGC is by filling out a “Letter of Intent” form, which can be found at http://www.dsagc.com/ways-to-give/legacy-letter-of-intent/.
We appreciate your interest and support of the DSAGC and encourage you to contact your attorney, accountant, financial planner, or tax advisor for specific information on how any planned gift applies to your situation.
If you have any questions pertaining to the DSAGC’s Planned Giving initiative, please contact Kari Kester, our Donor Relations Manager, at firstname.lastname@example.org or at (513) 761-5400.