Planned Giving

 

Planned Gifts and Their Advantages

 

What is a Planned Gift?

For many people, philanthropic giving is a lifelong commitment that provides both personal satisfaction and financial benefits.

Now, through the Delta Gamma Center Planned Giving Program, you can give a gift that benefits you and your family, while ensuring programs for children who are blind or visually impaired are available for generations to come.

A charitable planned gift is the result of careful and thoughtful structuring of one’s estate to benefit one or more charitable organizations.  Such a gift is commonly asset-based rather than from current income and often involves a planning process utilizing the services of legal and financial professionals; i.e., estate and tax planning attorneys, accountants and investment advisers.

 

Advantages

FOR YOU:

  • Creation of a legacy which expresses the giver’s deepest convictions.
  • Personal tax advantages for you and your heirs.
  • The satisfaction of knowing that you are contributing to the future of the Delta Gamma Center and its mission for generations to come.

FOR THE DELTA GAMMA CENTER:

  • Endowment gifts serve as an enduring source of support for the growth of the Delta Gamma Center.
  • Growing endowments provide financial stability for the future of the Delta Gamma Center.
  • Each commitment to the future is a building block toward a stronger family and community today.

 

Endowment Funds

The Delta Gamma Center has a number of programs where bequests or other planned gifts can be directed.

OPERATING FUND:

Produces investment income sufficient to balance the annual budget and to fund ongoing operations and programs.

BUILDING FUND:

Provides a ready source of funds for repair and/or replacement of buildings, furniture, fixtures and equipment necessary for the effective operation of the Center and its programs.

VALERIE MARVIN WALCH ENDOWMENT:

This endowment will provide funds to procure a variety of enrichment opportunities designed to educate, support and provide inspiration to individuals served by the Delta Gamma Center.

 

How To Make A Gift

There are a variety of ways in which you might make a charitable gift to the Delta Gamma Center.  Two of the most popular types of planned gifts are:

BEQUEST BY WILL

A bequest allows you to control your assets now and to benefit the Delta Gamma Center in the future.  If you already have a will, a simple amendment to it will suffice.  If you don’t have a will you are not alone.  It is never to early to write a will;  it can only be too late.  Now is a good time to be proactive and create a will that reflect your values.

CHARITABLE GIFT ANNUITY:

A charitable gift annuity allows you to transfer a gift of cash or securities while living, but still receive a guaranteed fixed annuity income from it for life, while ensuring future support for the Delta Gamma Center.

In addition to receiving an immediate income tax deduction for a portion of your gift, the income can start at any time you designate.

Click here for our planned giving brochure.

For more information about including the Delta Gamma Center for Children with Visual Impairments contact Janet Creath, Director of Development, at jcreath@dgckids.org or (314) 776.1300 ext. 109


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