Saturday Dec 20

Legacy Society and Planned Giving

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Legacy Society - for Our Supporters Who Have Made

NAMI DuPage Part of Their Estate Plan

NAMI DuPage is deeply appreciative of its donors and supporters who have elected to include our organization in their wills or other estate planning. Our Legacy Society has been established to recognize those individuals who are supporting NAMI DuPage in this way, and who have advised us of their intent. Legacy Society members will be honored with recognition via NAMI DuPage web site and publications. (Of course, anyone who notifies us of their bequest intent but also wishes to remain anonymous will be entirely respected.)

In addition to lifetime gifts, there are a number of legal mechanisms you can use to remember and benefit NAMI DuPage in your estate plan. Listed below are some of the ways that may enable you to maintain your estate, provide for yourself and your family, and leave a lasting legacy to NAMI DuPage

Bequests in Your Will

When making or updating your will, please consider a gift to Nami DuPage County Illinois.

I hereby give and bequeath $________ to NAMI DuPage County Illinois to be used (for its general purposes) (for [specific purpose]); or

I hereby give, devise and bequeath (the residue) (___% of the residue) of my estate to NAMI DuPage County Illinois (for its general purposes) (for [specific purpose]).

Gifts of Life Insurance or Retirement Accounts

The owner of a life insurance policy, IRA or other retirement account, such as a 401(k), may name NAMI DuPage as a full or partial beneficiary of the life insurance proceeds or retirement account balance upon his/her death. Rather than leave these assets to family members who will incur income tax liability when taking distributions from retirement accounts, charities can take all of the proceeds in a lump sum with no tax liability.

Distributions from Your Revocable or Irrevocable Trust

When making or updating a trust, please consider a gift to Nami DuPage County Illinois.

"The trustee shall distribute $________ to NAMI DuPage County Illinois to be used (for its general purposes) (for [specific purpose]); or

"The trustee shall distribute (___% of the residue) of my estate to NAMI DuPage County Illinois (for its general purposes) (for [specific purpose]).

Establishment of a Charitable Remainder Trust

A donor can establish and fund this kind of a trust that allows income to be paid to the donor or his/her family members during lifetime with the remainder to pass to the designated charity.

Consult with an Attorney

As always, we encourage you to consult directly with an attorney who specializes in estate planning. He or she can discuss these various estate planning techniques and assist you in determining what is best for your individual and family needs while making certain your charitable intentions are properly set forth in your estate plan.

Please Let Us know.

Please let us know if your estate plan reflects your intent to make a bequest or donation to NAMI DuPage, so we can express our appreciation and recognize your generosity. If you have questions or comments, please call Tim Traynor, Development Director, at 630-752-0066, ext. 216.

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