Shape the Future with Your Legacy
Leave a lasting impact through thoughtful giving
Embark on Your Giving Journey
At United Rehabilitation Services of Greater Dayton, every gift is a step towards a brighter future. Your contributions, in any form, are powerful tools for change, directly impacting the lives we touch.
Discover the array of giving opportunities that align with your values and vision. We're here to guide you through creating a giving strategy that benefits both your loved ones and the URS community.
Your Choice, Your Legacy
Explore the various ways to contribute and decide what resonates with you:
Flexible Giving Tiers
Perfect for those beginning their legacy giving journey. Options include:
- Beneficiary designation on retirement accounts or life insurance
- Bequest in your will or living trust
- Gift of appreciated securities
- Donor-advised fund recommendations
At this level, you can make a significant, lasting impact. Consider:
- Charitable gift annuity providing lifetime income
- Charitable remainder trust
- Real estate gifts
- Named fund within URS
Major gifts that create transformational change. Options include:
- Charitable lead trust
- Named program or facility sponsorship
- Endowment fund establishment
- Multi-year pledge commitments
Extraordinary gifts that secure URS's future for generations. Opportunities include:
- Named endowments for programs or services
- Capital campaign naming opportunities
- Customized giving strategies with significant tax benefits
- Legacy society founding membership
Inclusive Age Groups
Start building your legacy early with flexible options:
- Name URS as a beneficiary on retirement accounts
- Include URS in your will or estate plan
- Start a monthly giving plan that grows with you
- Life insurance policy gifts
Peak earning years offer unique opportunities:
- Gifts of appreciated stock for tax advantages
- Donor-advised fund contributions
- Charitable remainder trusts for future income
- Real estate or business asset gifts
Approaching retirement brings new planning options:
- Charitable gift annuities for retirement income
- Charitable remainder trusts
- Updating estate plans to include URS
- Converting traditional IRA to charitable purposes
Maximize your impact with tax-advantaged strategies:
- IRA Qualified Charitable Distributions (QCDs)
- Charitable gift annuities with higher payout rates
- Bequest finalization and estate planning
- Gifts that provide income for life
Sample Bequest Language
Use the following information and sample language when working with your attorney to include URS in your estate plan.
Our Legal Information
Legal Name: United Rehabilitation Services of Greater Dayton, Inc.
Address: 4710 Old Troy Pike, Dayton, OH 45424
Federal Tax ID (EIN): 31-0592919
Type: 501(c)(3) nonprofit organization
Specific Dollar Amount
Percentage of Estate
Residual Bequest
Contingent Bequest
A contingent bequest ensures your gift goes to URS if your primary beneficiary predeceases you.
Tax-Smart Giving Options
Gifts of Stock & Securities
Donating appreciated stocks, bonds, or mutual funds can provide significant tax benefits while supporting our mission.
- Avoid capital gains tax on appreciated securities
- Receive a charitable deduction for the full fair market value
- Make a larger gift than you might with cash
To transfer securities: Please contact Laura Lafakis at llafakis@ursdayton.org or 937-853-5464 to receive our brokerage transfer instructions.
IRA Qualified Charitable Distribution (QCD)
If you're 70½ or older, you can donate up to $105,000 annually directly from your IRA to URS — tax-free!
- Satisfies your Required Minimum Distribution (RMD)
- Reduces your taxable income — the distribution isn't counted as income
- No itemizing required to receive the tax benefit
How to give: Contact your IRA custodian and request a direct transfer to United Rehabilitation Services of Greater Dayton, Inc., EIN 31-0592919.
Create Your Will — Free
Don't have a will yet? You can create a legally valid will online in about 20 minutes using FreeWill, a free estate planning tool.
Create Your Free WillFreeWill is a third-party service. URS does not provide legal, tax, or financial advice. Please consult with your own advisors.
Frequently Asked Questions
Yes! URS is a 501(c)(3) nonprofit organization, so your gift is tax-deductible to the full extent allowable by law. You will receive a written acknowledgment for your records. Please consult with your tax advisor for specific guidance on your situation.
Yes, you can designate your gift for a specific program such as Youth Services, Adult Day Services, Therapy Services, or Employment Services. We recommend contacting us to discuss your wishes and ensure your gift can be used as intended for years to come.
A will takes effect after you pass away and goes through probate court. A living trust takes effect immediately, allows you to manage assets during your lifetime, and typically avoids probate. Both can include charitable gifts to URS. An estate planning attorney can help you determine which is best for your situation.
Absolutely. A bequest is revocable, meaning you can change or remove it at any time by updating your will or trust. Life circumstances change, and we understand that your estate plan may need to evolve with them.
While not required, we'd love to know! Letting us know about your planned gift allows us to thank you properly, keep you informed about URS, and ensure we can honor your wishes. Your information will be kept confidential.
Let Us Know About Your Legacy Gift
If you've included URS in your estate plan, please let us know so we can thank you and keep you updated on our work.
Meet Our Donors and Clients
Ready to Start Your Legacy?
We're here to help you find the giving strategy that's right for you and your family.
Contact Laura Lafakis, Chief Development Officer
URS is a 501(c)(3) charitable organization. Donations are tax-deductible to the full extent allowable by law. EIN 31-0592919
