Planned Giving Overview
Creating a lasting legacy that will support HKS programs also can provide financial benefits for yourself or your family. Many gift strategies also have the added advantage of being revocable, giving you control of your assets. A planned gift will ensure that you will forever be remembered for your generosity.
You can designate Helen Keller Services as the beneficiary of your assets in your will.
Sample bequest language for Helen Keller Services for the Blind: "I, [name], of [city, state ZIP], give, devise and bequeath to Helen Keller Services for the Blind, which has its principal offices in Brooklyn, NY [written amount or percentage of the estate or description of property]." Our tax ID is 11-1630807.
Sample bequest language for Helen Keller National Center: "I, [name], of [city, state ZIP], give, devise and bequeath to Helen Keller National Center for DeafBlind Youths and Adults, which has its principal offices in Sands Point, NY [written amount or percentage of the estate or description of property]." Our tax ID is 11-1630807.
We encourage you to share this information with your legal counsel, and we recommend that if you are undertaking estate planning, that you do so with the consultation of an attorney.
Life Income Gifts
Gift annuities and charitable trusts offer unique opportunities to couple income generation with philanthropy.
- Gift Annuity—Your gift generates lifetime dividends at a guaranteed rate based on your age at the time of enrollment. Minimum age is 65. Minimum participation is $5,000.
- Charitable Trust—A trust can be tailored to your specific needs to produce income now or provide for your family later. Minimum participation is $100,000.
Easy Approaches to Planned Giving
Here are a few more simple ways to make a planned gift:
Savings or Brokerage Account: You can name Helen Keller Services as a full or partial beneficiary of your savings or brokerage account. Helen Keller Services has no claim over your account while you are alive. The transfer happens automatically and outside of your probate estate, which eliminates costs and delays.
Life Insurance Policies: If you own a life insurance policy you no longer need, consider naming Helen Keller Services as a beneficiary. A change of beneficiary form can easily be obtained from the insurance company’s representative or company’s website. Life insurance policy proceeds are not included in your taxable estate.
Retirement Accounts: Naming Helen Keller Services as a full or partial beneficiary of your individual retirement account (IRA or 401(k)) could save your heirs income and estate taxes. A change of beneficiary form can be obtained from your plan administrator or website.
Helen’s Bequest Society
Donors who make planned gifts are inducted into our Helen's Bequest Society.
As a member of the society, you’ll:
- Be included in our Helen's Bequest Society listing on our website and in our annual report.
- Receive invitations to Helen's Bequest Society member events.
For more information, email firstname.lastname@example.org.