- Abilities First
The Abilities First Development Department offers a number of ways you can support local children and adults with disabilities.
Here are some ways you can help:
Estate planning is the transfer of an estate through planning and implementation of an estate plan in order to maintain the financial security of individuals, families and favorite charitable organizations.
Wills & Bequests
If you want to leave a legacy to Abilities First, naming us as one of your beneficiaries in your will is an option. Wills, life insurance policies, retirement accounts and other planning methods can offer special ways to leave a lasting legacy to charitable interests. If you do choose to name Abilities First as a beneficiary, the following could be used in your will…
“I give, devise and bequeath (A) (written description of what you wish to give) to Abilities First Foundation, whose legal address is 4710 Timber Trail Drive, Middletown, OH 45044, for (B) (stated purpose or use of gift).”
What you wish to give, for example:
* The sum of $ ………………………..
* ……% of the rest, residue and remainder of my estate
* ……… shares of ……………, or other written description of a specific asset / type of property *
How you would like Abilities First to use your generous gift? For example:
* for its unrestricted, general use and purposes
* for its endowment
* for a specific program or use (provide written description)
A Charitable Reminder Trust is an irrevocable trust that pays a specified annual amount to one or more people for a fixed period of years – often the lifetime of the donor. At the end of the term of the trust, the remaining assets are distributed to a specified charity.
A Charitable Lead Trust donates a portion of the trust to designated charities and, after a specified period of time, transfers the remainder of the trust to the beneficiaries or heirs.
It is highly recommended that you consult with your attorney or financial advisor prior to making a legacy gift. Call the Abilities First Development Team at 513-423-9496 ext. 246 with any questions.
Gifts made in memory of or in honor of a loved one are used to support the objectives and mission of Abilities First unless otherwise specified for a program or purpose. Gifts can be used to recognize a birthday, graduation, or anniversary. Tribute gifts are recognized in the Abilities First annual report.
Contact us today at 513-423-9496