Planned Giving
The Arc Northern Chesapeake Region Foundation Legacy Society
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Membership in The Arc Northern Chesapeake Region Foundation Legacy Society is a special distinction for individuals who have made provisions in their estate plans to include support for The Arc. A planned gift to The Arc secures the vision of future generations pursuing rich and vibrant lives. For more information about Planned Giving, contact Torri Dietrich, Director of Development, 410-879-6785 or tdietrich@arcncr.org. All bequests are to be made to The Arc Northern Chesapeake Region Foundation. Other Ways to Give Planned Gifts offer a variety of giving methods that allow you to support The Arc Northern Chesapeake Region and at the same time meet your personal financial goals. Making a planned charitable gift usually requires the assistance of a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure your gift. In addition, these giving structures can be balanced with the needs of your family and the financial security you want to provide them. Planned gifts can be made with assets such as stocks, annuities, real estate, IRA designations, art pieces, or other business interests. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved one. The most often-made planned gifts are through bequests, made in your will. Giving to The Arc Northern Chesapeake Region through such financial tools may mean a gift that helps us deliver services today. Oftentimes, it means a gift in the future. These gifts will sustain The Arc Northern Chesapeake Region in the future and are equally important. Thank you for considering such a significant form of support. Join the Arc Northern Chesapeake Region Foundation Legacy Society A growing number of donors and long-time Arc Northern Chesapeake Region members have stated their intention to include The Arc in their estate plans with a bequest or other charitable planned gift. Legacy Society members help to ensure that people with intellectual and developmental disabilities will have access to needed programs and services for years to come. To learn more about the Legacy Society, contact Torri Dietrich, Director of Development at 410.836.7177 x347 Tdietrich@arcncr.org. Other Planned Giving Opportunities: · Gift Annuities are used to transfer an amount of money to the charitable organization and in exchange, receive lifetime payments. Receive an immediate charitable tax deduction, income for life (payment rates based on age), and leave a legacy. · Retirement plans may offer the best way to give. IRAs are commonly held retirement savings plans, but if the IRA is left to heirs, the taxes that were deferred are then due to be paid. There are numerous tax advantages when you donate assets from an IRA to a charitable organization. · Trusts can provide individuals another avenue to transfer assets with a tax advantage. People with large estates can use a charitable lead trust to benefit the Arc Northern Chesapeake Region and pass the principal to family members with little or no tax penalty. Several forms of trusts exist and should be considered to determine which best suits your financial needs. These include living trusts, charitable remainder trusts, and testamentary trusts. Check with your financial adviser to see what would work best for you. · Life insurance purchased in earlier years sometimes isn’t needed for dependents or the family members it was originally purchased for and can be donated with a tax advantage. Beyond a check or online donation, there are numerous ways you can support The Arc Northern Chesapeake Region. We hope you will make The Arc a priority and consider what you can do to maximize your gifts: Memorials and Honorariums Donate Your Vehicle Special Events General Fund Membership Holiday Fund Workplace Campaigns Thank you. |
General Fund Donations Memorial Donations Membership Holiday Campaign Planned Giving Workplace Campaigns Events |

