1. Prepare a will or trust. Only 50% of those who pass away have one. Without a will/trust, your assets could be distributed contrary to your desires.
2. Leave a gift in your will/trust for the Children’s Dental Foundation because you have always been there for the CDHC and they will need your support even when you are no longer with us. Less than 6 % of American households have included charities in their estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite charity such as the Children’s Dental Foundation.
3. Leave a specific dollar amount or a percentage of the assets in your will/trust to the Children’s Dental Foundation.
4. Consider using assets for your charitable gift. These include but aren’t limited to: stocks, bonds, CDs, real estate, vehicles, art and jewelry. Such gifts may even provide tax savings.
5. Name the Children’s Dental Foundation as the beneficiary of your pension plan or IRA.
6. Purchase a new life insurance policy naming the Children’s Dental Foundation as the beneficiary.
7. Name the Children’s Dental Foundation as the/a beneficiary of an existing life insurance policy.
8. Remember loved ones with memorial gifts.
9. Encourage family and friends to leave gifts to the Children’s Dental Foundation in their wills/trusts.
10. Ask your professional advisor to include charitable giving as a part of client counseling or call the Development Department of the Children’s Dental Health Clinic for referrals at 562.933.0602.
For estate planning purposes, your gifts to the Children’s Dental Health Clinic should be stated as “Children’s Dental Foundation”
in your estate planning documents.
2. Leave a gift in your will/trust for the Children’s Dental Foundation because you have always been there for the CDHC and they will need your support even when you are no longer with us. Less than 6 % of American households have included charities in their estate plan. Imagine the positive impact on our community if everyone made a donation to a favorite charity such as the Children’s Dental Foundation.
3. Leave a specific dollar amount or a percentage of the assets in your will/trust to the Children’s Dental Foundation.
4. Consider using assets for your charitable gift. These include but aren’t limited to: stocks, bonds, CDs, real estate, vehicles, art and jewelry. Such gifts may even provide tax savings.
5. Name the Children’s Dental Foundation as the beneficiary of your pension plan or IRA.
6. Purchase a new life insurance policy naming the Children’s Dental Foundation as the beneficiary.
7. Name the Children’s Dental Foundation as the/a beneficiary of an existing life insurance policy.
8. Remember loved ones with memorial gifts.
9. Encourage family and friends to leave gifts to the Children’s Dental Foundation in their wills/trusts.
10. Ask your professional advisor to include charitable giving as a part of client counseling or call the Development Department of the Children’s Dental Health Clinic for referrals at 562.933.0602.
For estate planning purposes, your gifts to the Children’s Dental Health Clinic should be stated as “Children’s Dental Foundation”
in your estate planning documents.
| letter_of_intent2018-design.pdf |
