The Easiest Way to Change Lives

A Gift in Your Will or Living Trust

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Interested in helping Easterseals create pathways to opportunity for children and adults with disabilities but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest.

By including a bequest to Easterseals in your will or living trust, you help ensure that everyone has the opportunity to thrive well into the future. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.

Memories From Long Ago Prompt Bequest to Easterseals

It's been about 60 years, but Mr. Kimbler can remember being a boy at Easterseals.

He recalls seeing other people learning to walk while he received speech therapy. Though his memories are vague, he knows Easterseals was "the highlight of my day."

He also knows how much it meant to his parents that their son could get the support he needed. Mr. Kimbler's mother even began volunteering for Easterseals, reaching out to businesses for donations.

Over the years, Mr. Kimbler regularly made cash gifts to Easterseals. Recently he left a gift in his will to benefit Easterseals and the families we serve."I decided that I've got a little set aside, so I could give a portion to Easterseals," he says. "Hopefully others will benefit and have a place to go—just as I did."

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See How It Works

Learn How to Fund It

You can use the following assets to fund a bequest:

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Next Steps

  1. Contact the Easterseals Gift Planning Team at 800-221-6827, ext. 7240 or for additional information on bequests or to chat more about the different options for including Easterseals in your will or estate plan
  2. Take our Sample Bequest Language to your estate planning attorney to include a gift in your will or living trust
  3. If you include Easterseals in your plans, please use our legal name and Federal Tax ID

Legal Name: Easter Seals, Inc.
Address: 141 W. Jackson Blvd., Suite 1400A, Chicago, IL 60604
Federal Tax ID Number: 36-2171729

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A charitable bequest is one or two sentences in your will or living trust that leave to Easterseals a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

"I, [name], of [city, state, ZIP], give, devise and bequeath to Easterseals [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Easterseals or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate, or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Easterseals as a lump sum.

You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Easterseals as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Easterseals where you agree to make a gift to Easterseals and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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