Other Ways to Give
Mr. Benjamin Rose founded this organization through a bequest from his will so that his wealth would serve the people of Cleveland for years to come. We're not sure if he knew that it would last 100 years, but we're certain he'd be proud. As generous as Mr. Rose was, it was not his gift alone that has sustained the organization through a century of service. A few other donors have had the foresight and compassion to provide for our mission through their estate planning.
Like Mr. Rose and others, you can make a difference in the lives of people in your community for years to come through a planned gift. Here are a few of the ways in which you can include the Benjamin Rose Institute in your estate planning.
Bequests From a Will or Trust
This is the most common type of planned giving vehicle, and one of the easiest to include in your planning. This can be accomplished through a statement in your will or trust documents such as: "I provide for the sum of $____ for the Benjamin Rose Institute of Cleveland, Ohio." This type of gift may reduce the tax burden on your estate; as with any legal document your advisors should be consulted to insure that your wishes will be followed.
Retirement Plans & Life Insurance
Charitable giving through a retirement plan, and making a charitable designation in a life insurance policy are two methods that have seen increased useage in recent years. While still not as common as a bequest these have gained in popularity as more and more donors have found greater tax benefits by naming the Benjamin Rose Institute as a beneficiary in these plans or policies.
Charitable Gift Annuity
An Annuity Gifts to the Benjamin Rose Institute is an excellent vehicle for making a planned gift that provides a current tax benefit, lifetime income and an estate tax benefit in one simple package. We offer competitive rates with flexible payment options.
If you have a question about making a gift, desire more information about planned giving or volunteering please feel free to contact the Benjamin Rose Development Office:
phone: 216.373.1606
fax: 216.373.1816
email: info@benrose.org |
The Benjamin Rose Institute
Development Office
11900 Fairhill Rd., Suite 300
Cleveland, OH 44120-1053 |
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