Planned giving can be accomplished many ways, including the following:
We accept gifts of mutual funds, closely held securities and publicly traded securities. Securities are a great way to make a gift and avoid paying capital gains taxes. We recommend you discuss donating securities with your attorney or tax advisor.
Pledges allow you to make a contribution with payments spread over time. Reminders will be sent to you about your commitment on a schedule that is established by you.
Gifts-in-kind can be supplies, furnishings or items that reduce operating costs, or tickets, product merchandise or gift certificates that can be used as prizes, auction or raffle items at our special events.
Wills and Trusts
Make a gift through a bequest in your will or trust, by establishing a charitable gift annuity, or through another type of planned gift. Membership in the Legacy Society is open to those who notify the DuPage Care Center Foundation that they have provided for the future of the Center through a planned gift arrangement. We recommend that planned gift provisions be discussed with your attorney and tax advisor.
In order to assure that the DuPage Care Center Foundation will benefit, you may use one of the following statements:
- I give _____% of my estate to the DuPage Care Center Foundation.
- I give the remainder of my estate to the DuPage Care Center Foundation.
- I give $ _________ to the DuPage Care Center Foundation.
- I give my assets to my spouse if my spouse survives me. If he/she predeceases me, I give my assets to the DuPage Care Center Foundation.
Life insurance policies can name the DuPage Care Center Foundation as the beneficiary in full or in part. A gift of whole life insurance can be made to the DuPage Care Center Foundation by naming the Foundation as the irrevocable owner and beneficiary of the policy. Gifts of life insurance policies require charitable contributions from the donor to the Foundation in the amount of the premiums, including unscheduled premiums, which may become due.
Individual Retirement Accounts (IRAs) or company plans, like life insurance proceeds, may be left to the DuPage Care Center Foundation by naming us as beneficiary.
Gifts of Real Estate
A residence, vacation home, farm, acreage or vacant lot may have appreciated in value through the years. By making a gift of the property, you would avoid capital gains tax and receive a charitable deduction for the market value of the property.