Legacy Society 
Newsletter
Angels' Place Legacy Society Newsletter
May 2015
 Dear (Contact First Name), 
Welcome to the first edition of our 
Gift Planning Newsletter!

The Legacy Society was formed in 2006 to support the long term goals of Angels' Place which include caring for our residents for their entire life, being their family when their family of origin cannot be and providing for all their needs. Caring, Being, Providing for life is our commitment.  

 

You can be a part of this special mission by making a legacy gift. By naming Angels' Place in your estate, as part of your legacy, you will ensure that the family we have created for our residents will live on. What a beautiful way to continue to care, be and provide for our residents for life.

 

Your gift of a lifetime will support the life of another - for life.

A LEGACY GIFT FOR ANGELS' PLACE

My brother, John was born with Down Syndrome.  He has lived at the Joliat Home for over ten years.  His bedroom is adorned with family photographs, mementos and most important, his Tiger and Red Wing memorabilia.  James Bond stands guard while John sleeps from two framed posters on the walls. 

 

John enjoys baseball with the Miracle League in the summer, bowling and horseback riding, sleep away camp and swimming.  John participates in the annual talent show and loves all the parties he attends, especially if pizza or hamburgers are served. 

 

I know certain assets are ideal for legacy gifts and other assets are better suited for heirs.   Retirement plans are ideal for charitable giving since their heavy tax burden is eliminated when the beneficiary(ies) are non- profit organizations. 

 

So, I named Angels' Place the beneficiary of my retirement plan.  At my death, Angels' Place will receive the balance remaining in my IRA.  There will be no tax consequences for either Angels' Place or my estate.       I made this legacy gift for all of the "ANGELS" who found a home at Angels' Place and in gratitude for its existence.   

 

I have a lot of names for my brother...Johnnybabe, Sweetiebabe, John, Sweetheart, or Handsome.  Yet, whatever name I choose to call him on a given day or hour, my brother is the joy of my life.  

And, you can't put a price on JOY.                                                                                                                                                                 Gretchen Koch

 

MAY IS LEAVE A LEGACY MONTH

One of the easiest ways to make an estate gift is through beneficiary designation.   

 

You can  name Angels' Place as a beneficiary by calling your provider and making a change or adding Angels' Place to your beneficiary designation form.

 

That's it!  You have just included a gift to Angels' Place in your estate. 

 

Another option for estate giving is including a gift to us in your will.  

 

You choose to make your bequest a dollar amount, a percentage, or the remainder of your estate, after your family obligations have been met. 

 

Both of the above gift options allow you to have access to your resources throughout your lifetime and are revocable. 

 

              Other ways to give... 

 
JOIN US FOR ANGELS' PLACE LEGACY SOCIETY MEMBER EVENT

 

Angels' Place Annual Legacy Society Member Event

Wednesday, May 20, 2015 at 6:30 pm

29299 Franklin Road, Suite 2, Southfield, MI  48034

 

Food and drinks will be served

 

RSVP by May 15, 2015  

248-350-2203 or [email protected] 

 

MAKING A LEGACY GIFT 

                                        Click here for a Legacy Gift Intent Form
 
    PROFESSIONAL ADVISORS
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It is important to work with a financial advisor or attorney who has expertise in establishing the appropriate estate plan to meet your family's unique requirements. 

 

 

WE'RE HERE TO HELP

Barbara Urbiel, Director of Development                    248-350-2203