Planned Giving
Planned Giving
Planned Giving
Your legacy is their future.
Make a planned gift that helps people reach new heights.
Provide life-changing opportunities for individuals with developmental disabilities with a planned gift to The Summit Center. Planned gifts are donations made through a donor’s estate or future financial plans. You do not need a large estate to make a planned gift, just the intention of making a difference.
A planned gift is a lasting expression of your beliefs: that people with disabilities deserve abundant rich experiences, that our world is better a place when everyone can achieve their full potential.
Ways to Make a Planned Gift
- Bequest in your will
- Qualified charitable distribution
- Stock transfer
- Life insurance
- IRA or other retirement account
- Real estate
- Charitable gift annuity
Let us know of your intentions by enrolling in the Vista Legacy Society. We’d love to say thank you! As an added bonus, it may encourage others to examine how they, too, can have an enduring impact.
Honoring Your Support
With deep appreciation, you’ll receive the following benefits as a Vista Legacy Society member:
- Behind-the-scenes tour of Summit Academy
- Invitation to our donor appreciation event
- Invitation to other special events
- Recognition on our website
- Recognition in our annual report
Sample Language for a Bequest
“I, [name], of [city, state, ZIP], give, devise and bequeath [written amount or percentage of the estate or description of property] to The Summit Center Inc., tax ID 16-1095750, for its unrestricted use and purpose.”
Often, charitable bequests can be made by simply adding a codicil to an existing will. Check with your attorney or estate planner to see if you can amend your existing will with a codicil.
Our tax ID number is 16-1095750.
Questions?
Contact Jeanne Dunkle, Director of Marketing Communications and Development
75 Pineview Dr, Suite 200
Amherst, NY 14228
716.629.3400
jdunkle@thesummitcenter.org