What Is Your Legacy?
Many people choose to include charitable interests in their long-range financial planning, and Easter Seals encourages and promotes this type of giving. In March 1997, the Legacy Society was established to recognize individual donors who contribute gifts or specify Easter Seals as recipients of a bequest or estate gift. We wish to thank these forward- minded donors for doing their part to ensure that we can meet the growing needs of people with disabilities.
An Invitation to Join the Legacy Society ...
The Legacy Society was created to recognize the generosity of individuals and families who have made or provided for planned gifts to Easter Seal Society of Volusia and Flagler Counties, Inc.. When you become a member of the Legacy Society you create a legacy of caring for children, adults and seniors with disabilities and special needs that continues forever.
If you have arranged for Easter Seals to be included in your estate plans, won’t you please let us know? We are honored that you have placed such faith in the good work we do, and would be eager to thank you.
Ways to Join the Legacy Society through Easter Seal Society of Volusia and Flagler Counties Inc.
Make a Bequest - Bequests are important legacies to provide for the future of Easter Seals. In your will, you may leave a specific dollar amount, a percentage of an estate, residual of an estate, or tangile property following the provision for family members. Easter Seals provides Facts for Advisors information that may be helpful.
Sample Bequest Language
I give and bequeath to Easter Seal Society of Volusia and Flagler Counties, Inc. a not-for-profit corporation organized under the Laws of the State of Florida and having its principal office at 1219 Dunn Avenue, Daytona Beach FL. (choose below)
To make a cash bequest: the sum of $_________ to be used by Easter Seal Society of Volusia and Flagler Counties, Inc. for its general purposes.
To give a percentage of the estate: _______ percent of my estate to be used by Easter Seal Society of Volusia and Flagler Counties, Inc. for its general purposes.
To give a residual amount or remaining interest: the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used by Easter Seal Society of Volusia and Flagler Counties, Inc. for its general purposes.
To give a tangible asset or property: _______ shares of common stock of __________ (or insert here a description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used by Easter Seal Society of Volusia and Flagler Counties, Inc. for its general purposes
The following items are special considerations when you plan a charitable bequest to help support the mission of Easter Seal Society of Volusia and Flagler Counties, Inc.
Unrestricted bequest - This is a gift for our general purposes, to be used at the discretion of our governing board. A gift like this—without conditions attached—is frequently the most useful, as it allows us to determine the wisest and most pressing need for the funds at the time of receipt.
Restricted bequest - This type of gift allows you to specify how the funds are to be used. Perhaps you have a special purpose or project in mind. If so, it's best to consult us when you make your will to be certain your intent can be carried out.
Tribute or memorial bequest - This is a gift given "in honor of" or "in memory of" someone. We would be pleased to honor your request and grant appropriate recognition.
Charitable gift annuity - A gift annuity is a simple, contractual agreement between an individual donor and Easter Seals in which the donor transfer assets to us in exchange for our promise to pay one or two annuitants payments for life. A gift annuity may be funded by: a gift of cash, Certificate of Deposit (CD), or securities. A portion of this income is not taxed, and you also receive a charitable deduction for part of your gift as calculated with IRS tables. Gift Annuity agreements are contracted and managed through Easter Seals national headquarters, and allow you to leave Easter Seal Society of Volusia and Flagler Counties, Inc. as your beneficiary.
Donate a gift of stock - Stocks or other investments that have grown in value and that you have held for more than one year can become a substantial gift made at a low net cost to you. You receive a charitable deduction and you avoid all federal capital gains tax that would otherwise be due on a sale of the assets. For delivery instructions, see Easter Seals Facts for Advisors information.
Charitable remainder trust - A charitable remainder trust involves setting up a trust that, at the end of its term, distributes all or part of the principal to Easter Seal Society of Volusia and Flagler Counties, Inc. The donor or beneficiary receives income for the term of the trust, avoids immediate capital gains on appreciated long-term assets transferred into the trust, and can claim a charitable income tax deduction computed according to the terms.
Make an Endowed of Named Fund gift - Endowed gifts are those that Easter Seal Society of Volusia and Flagler Counties, Inc. holds in trust, in perpetuity. Funds are invested and part of the average annual investment income supports the programs specified by the donor. Named funds can be established to memorialize or recognize your family, friends or loved ones perpetuating the memory of others by helping thousands. Donors may choose to designate their gift to broad initiatives such as: Autism, pediatric therapy, early childhood education, recreation and more. Such agreements are to be coordinated through Easter Seal Society of Volusia and Flagler Counties, Inc. to ensure that your wishes can be accommodated.
Gifts of Real and Personal Property - Gifts of property can be a convenient way to make a sizable gift to Easter Seal Society of Volusia and Flagler Counties, Inc. Federal tax laws encourage the gift of securities, real and personal property by permitting donors to make a charitable contribution deduction for gifts in support of the Easter Seals mission.