Combining Flexibility and Impact in Your Legacy Planning
At United Rehabilitation Services of Greater Dayton (URS), we offer a range of options for those looking to make a lasting impact through their estate planning. Whether it’s through a gift in your will or living trust, or the flexibility of beneficiary designations, your support plays a crucial role in our mission.
Gifts in Wills and Living Trusts: A Foundation for the Future
Including URS in your will or living trust is a simple yet powerful way to contribute to our cause. This type of gift ensures that we can continue our work for years to come and can be as straightforward as adding a single sentence to your existing estate plan. It allows you to change your mind at any time, giving you the flexibility to adapt to life’s changing circumstances.
Beneficiary Designations: A Flexible Alternative
For those who prefer not to commit to a gift in their will or estate, beneficiary designations offer an alternative with increased flexibility. You can designate URS as a beneficiary in:
- IRAs and retirement plans
- Life insurance policies
- Commercial annuities
Three Simple Steps to Make a Beneficiary Gift
- Contact Your Plan Administrator: Reach out to your retirement plan administrator, insurance company, bank, or financial institution for a change-of-beneficiary form.
- Specify Your Gift: Decide on the percentage (1 to 100) you wish for URS to receive and name us as a beneficiary on the form.
- Submit the Form: Return the completed form to your plan administrator, insurance company, bank, or financial institution.
Real-Life Impact: Maximizing Your Legacy
Consider the story of James and Linda, who wanted to support both their children and URS. After updating their will to leave stocks and real estate to their children, they designated a $100,000 IRA to URS. This decision ensured that the entire amount would support our mission, as URS is tax-exempt. Had the IRA been left to their children, $24,000 of the funds would have gone towards federal income taxes. James and Linda are happy knowing they are making the most of their hard-earned money thanks to their estate plan.
Your Role in Shaping the Future
Whether through a gift in your will, living trust, or beneficiary designation, your contribution ensures that URS can continue to provide vital services. These gifts allow you to make the most of your assets and leave a lasting legacy.
Start Your Legacy Journey Today
To begin planning your legacy or for more information on how to include URS in your estate plans, please contact Dennis G. Grant at 937-853-5414 or firstname.lastname@example.org. Your support can create a lasting impact, ensuring that URS continues to serve our community for generations to come.
Get In Touch
For more details on beneficiary designations and their role in supporting United Rehabilitation Services, please contact Dennis G. Grant at 937-853-5414 or via email at email@example.com.
Seek Professional Advice
Consult with your financial or legal advisor to understand which assets might incur taxable income for beneficiaries and how to best manage them.
Include URS in Your Estate Plans
Should you decide to include URS in your estate plans, please refer to our organization using the following official details:
Legal Name: United Rehabilitation Services of Greater Dayton
Address: 4710 Old Troy Pike, Dayton, OH 45424
Federal Tax ID Number: 31-0592919
Taking these steps ensures that your support aligns with your financial goals and effectively aids URS in our mission.
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