Planned Giving

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Wills & Bequest

Where There’s A Will…There’s A Way

Your will says something about you. It says you care about your loved ones. You want to make it easier for them by taking care of legal matters relating to the transfer of your estate. And, you want your affairs handled smoothly and without inconvenience to those who will be suffering grief at your loss.

It also provides insight into your lifetime commitments and community involvement. Bequests to your family tell of your love and concern for them…and bequests to United Rehabilitation Services speak volumes about your values and concerns for local children and adults with disabilities.

If you wish to make a gift in your will, please contact your attorney or professional advisor. Wills, estate planning and tax concerns can be quite complex. Please take the time to discuss your particular needs with a qualified professional.

Your bequest can help ensure that children, youth and adults with disabilities in our Miami Valley will continue to receive the services they need to reach their highest potential. Winston Churchill said, “We make a living by what we get; we make a life by what we give.” Thank you for remembering United Rehabilitation Services local children and adults in your estate planning.

Planned Giving

In certain instances, it may be preferable from estate, financial and tax-planning perspective, to consider long-term planned giving as the best way to make a gift. This can be accomplished through various gift instruments, such as charitable remainder trusts, gift annuities, charitable lead trusts, and bequests.
For assistance contact Vivian O’Connell, Development Director, at 937-853-5465