Endowment

An endowment is simply an investment mechanism that over time will provide a steady income of interest earned dollars to be used for a specific purpose. Contributions to the Endowment Fund can be made by direct monetary donations, directed memorials, stock or other marketable securities, gift annuities or bequests.

Bequests

Bequests are important! Bequests of all sizes have played an important role in fulfilling the mission of the Fund. Now, more than ever, planned gifts, including bequests, will help ensure excellence and meet the challenges of the future. Simply put, a bequest is a gift made through your will. You may include a bequest when you have a new will prepared, or ask your attorney to prepare a codicil to your existing will. Either way, it is a simple method for including the Fund in your estate plans.

Your will reflects your personal priorities. If you are like most people, you will use your will to provide for the people who are important such as children, nieces, nephews or close friends. You may also use your will to provide for the charities you have supported throughout your lifetime, such as the Fund. When you include the Fund in your will, you meet your personal philanthropic priorities and demonstrate your lasting commitment to ensuring a strong future for the Fund. You also earn our sincere and heartfelt thanks.

Forms of Bequest

Careful planning will ensure that your bequest accomplishes your charitable goals. Most donors find the simple language needed to create a bequest clear and easy to understand. If you already have an up-to-date will, your attorney can prepare a simple codicil for you to add the Fund to your giving plans. Common types of bequests are described below.

1. Specific Bequests, which may take the form below, allow a donor to transfer a specific sum or asset such as securities, real estate, or a collection.
   
   I give [dollar amount or list of specific items] to the Kelly Anne Dolan Memorial Fund presently located at [address], for [any of its proper uses and purposes] or for [__________.]
   
   
2. Residuary Bequests, which may take the form below, allow a donor to transfer all or a portion of the remainder of their estate, after the specific bequests have been made.
   
   I give [all or specific %] to the Kelly Anne Dolan Memorial Fund presently located at [address, for [any of its proper uses and purposes] or for [______________.]

We Are Here To Help

To learn more about making a significant impact in the lives of families caring for seriously ill children, or to ask specific questions about meeting your personal and philanthropic goals with a bequest, please call the office at (215) 643-0763.

This information should not be considered legal or tax advice. It is very important that you consult with your legal and financial advisors before finalizing your plans.