DSAGC Legacy Society
Join our Legacy Society by incorporating the DSAGC into your planned giving. There are many ways you can make a lasting investment that will help shape the future of the DSAGC and ensure we can fulfill our mission and vision for generations to come.
- A Bequest in Your Will or Trust: With as little as one sentence in your will or trust, you can direct specific assets or a percentage of your estate to the DSAGC.
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., Suite A, 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.”
Beneficiary Designations
- Designate the DSAGC as a partial or entire beneficiary of proceeds from the remains of a life insurance policy.
- Donate a lump sum or percentage of your unused retirement assets to the DSAGC.
- At retirement age, direct a portion of your IRA funds to the DSAGC.
- If you are 70 ½ years old, you can give up to $108,000 from your IRA directly to a qualified charity, like the DSAGC, without having to pay income taxes on the money. (this popular gift option is commonly called the IRA charitable rollover or QCD, qualified charitable distribution)
- Select the DSAGC as the beneficiary of any remaining assets from a “special needs trust” after the passing of your loved one. This gift will both honor your child’s legacy as well as give back to future generations of individuals served by the DSAGC.
Donor Advised Funds – Establish a donor advised fund – a charitable investment account - that will allow you to support your favorite charities through grant recommendations while also receiving substantial tax benefits.
Stock Transfer – Eliminate capital gains tax and receive a charitable deduction for the full fair market value when you give appreciated stocks to the DSAGC.
(For routing instructions for stock transfers, please contact Betsy Browe at Betsyb@dsagc.com)
I want to include the DSAGC in my planned giving!
The best way to let us know that you have, or plan to include the DSAGC in your planned giving is to fill out a Letter of Intent form. This is not a legally binding form – it simply lets us know that you plan to include us in your estate planning, and it informs us how you would like your gift to be used and how you would like to be recognized.
If you have any questions pertaining to the DSAGC’s Legacy Society, please contact Julie Sheffer, our Donor Relations Manager. Email Julie
- The information presented above is not intended as financial or legal advice. We encourage you to work with an experienced planning attorney or financial advisor who can review your unique circumstances and goals to best incorporate legacy giving into your estate plan.
