Would you like to help build a Legacy of Dreams?
We invite you to consider including Dream Foundation in your estate plans to ensure that Dream Foundation can give life to final Dreams for future generations. A gift through your estate plans can help secure the long-term financial viability of Dream Foundation beyond the lifetimes of its current supporters. The easiest planned gift is a simple bequest that names Dream Foundation as a beneficiary in your will or living trust.
A bequest is a revocable provision that can be changed at any time, but when realized, can help sustain a “legacy of dreams” for future generations of those with terminal illness.
A bequest can leave Dream Foundation a fixed dollar amount, a percentage or the residue of your estate. The amount you designate will pass to our charity free of estate tax. You may also name Dream Foundation as a beneficiary of your:
- IRA/Retirement Pension
- Insurance Policy
- Charitable Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
Legacy Dream Circle
The Legacy Dream Circle recognizes and honors those who have included Dream Foundation in their estate plans or who have made a current gift of $25,000 or more to the Dream Fund, an endowment fund to secure the future.
Benefits of honorary membership include:
- The opportunity to make a lasting contribution to Dream Foundation in your family’s name or in tribute to a loved one.
- Invitation to annual Dream Makers Circle reception and other selected events
- The opportunity, if desired, to participate in the delivery of a Dream.
- Recognition in newsletter, annual report, website, and Legacy Dream Circle printed materials.
- The satisfaction of knowing that you are making Dreams come true in perpetuity.
We are deeply grateful to the following charter members of the Legacy Dream Circle:
Gretchen Burkey Estate
Andrew and Elizabeth Butcher
Richard Cazen, M.D. Estate
Daphne Cooper Living Trust
Scott and Debbie Cusenz
Charlotte Doyle Davis Trust
Rod and Faye Eson
Kathryn F. Geiger Estate
Tracy Greene Estate
|Susan E. Hoag
Stella A. Keane Estate
Anette LaHough Trust
Joel Scott Landson
Charles and Esther Mylnek Trust
Jean A. Robertson
Bernie and Lori Sandler
Steven E. Shulem
Kenny and Elizabeth Slaught
Jerry and Eleanor Smith
“I chose to include Dream Foundation in my estate plan because I want to help ensure it can continue to fulfill its role in the future, even after I am no longer able to make annual donations myself.” – Holly Bander, Planned Giving donor
Our Planned Giving Advisory Council offers expert guidance to Dream Foundation’s Planned Giving Program:
Mary Ellen Tiffany
Kendall Van Conas
Greg Van Wyk
For your convenience, we have provided suggested bequest language for planned giving as a fixed amount of money or a designated property, percentage of the estate, or residual bequest.