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| A planned or deferred gift to the Benjamin Rose Institute is a contribution arranged during your lifetime, but which may not be received in its entirety by BRI until after your death. There are many planned giving vehicles available that may result in significant tax savings for you. Consult your attorney or financial advisor about your individual circumstances. |
Wills & Bequests
A gift through your will can be a specified amount or a percentage of your estate. You can also direct that specific property or other assets of value be sold and the proceeds given to Benjamin Rose.
Life Income Agreements
These gifts can take many forms but allow you or your beneficiary to enjoy income now, with the benefits passing to Benjamin Rose Institute at some future time. |
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Everyone making a planned gift commitment that includes bequests, charitable gift annuities, charitable remainder trusts, retirement plans, named funds or insurance programs becomes a member of The 1908 Legacy Society. The names of Legacy Society members are recognized in Benjamin Rose Institute publications. Legacy Society members help motivate and inspire others donors to provide planned gifts themselves. |
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Charitable Gift Annuities and Charitable Remainder Trusts Annuities and charitable remainder trusts enable you to transfer a gift of cash, marketable securities or property in exchange for a lifetime income, often at an established rate of return. Charitable Lead Trusts
This type of trust enables you to provide income to the Benjamin Rose Institute for a set number of years, after which the remaining principal may be transferred back to you or your heirs.
Retained Life Estate
This option enables you to make a gift of real property, such as your home, farm or vacation home. You obtain an immediate income tax deduction and continue to use the property for as long as you need. The Benjamin Rose Institute will assume ownership rights only after you no longer need the property. Life Insurance
Naming the Benjamin Rose Institute as a beneficiary on a new or existing life insurance policy is one of the simplest ways to help BRI in the future.
Retirement Plan
By naming the Benjamin Rose Institute as a beneficiary of part or all of your IRA or other retirement account, your estate can save both income taxes and estate taxes. Simply request a “change of beneficiary” form from your retirement plan representative.
Named Funds
Major gifts of $10,000 or more, payable over a maximum of a three-year period, allow donors to name programs and services in honor of the donor or in memory of a loved one.
For More Information
For more information on how your planned gift can help the Benjamin Rose Institute and those we serve, call Kerry Mink at 216.373.1607 or e-mail kmink@benrose.org.
phone: 216.373.1606
fax: 216.373.1816
e-mail: info@benrose.org |
The Benjamin Rose Institute
Development Office
11900 Fairhill Rd., Suite 300
Cleveland, OH 44120-1053 |
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