Planned Giving

The Gift of Inspiration, Comfort and Closure

Legacy giving is a charitable contribution such as a bequest or an annuity that allows you to make a gift to Dream Foundation in the future without substantially affecting your income today. 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 Dreamers. A bequest can leave a fixed dollar amount or a percentage of the residue of your estate. The amount you designate will pass to Dream Foundation free of estate tax.

A legacy gift is a lasting statement of your generosity and caring for the most vulnerable members of our communities. It is a gift you and your family can be proud of.

Planned Giving plays a significant role in securing long term financial viability beyond the lifetime of its founders and current supporters of  Dream Foundation.

There are a number of tax-advantaged Planned Giving techniques you might consider, including:

  • Leaving a bequest in your will or living trust
  • Life income gifts that pay you and/or other designated beneficiaries an income for life, such as charitable remainder trusts
  • Real estate gifts, including life estates
  • Successor beneficiary designation for retirement plans
  • Stock gifts

Legacy Dream Circle Planned Giving Donors

Dream Foundation’s Legacy Dream Circle recognizes those who have made a current or deferred gift to Dream Foundation:

Anonymous
Holly Bander
Patti Bonczkowski
Gretchen Burkey Estate
Andrew and Elizabeth Butcher
Marilyn Cole-Shatz
Scott and Debbie Cusenz
Ted Dolas
Rod and Faye Eson
Diane Harlan
Susan E. Hoag
Joel Scott Landson
Nora McNeely-Hurley
Jean A. Robertson
Bernie and Lori Sandler
Steven E. Shulem
Kenny and Elizabeth Slaught
Jerry and Eleanor Smith
Laurie Vandeberghe
Diana Wilson

For more information on how your gift can make a difference for future Dreamers beyond your lifetime, please contact development@dreamfoundation.org, or call 888-4DREAMS.

 

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