Gifts That Cost You Nothing Now

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Gift in Your Will


A gift in your will is one of the easiest ways to create your legacy with the Sisters of Notre Dame.

 

No cost

Costs you nothing now to
give in this way;

Flexible

You can alter your gift or change your mind at any time and for any reason;

Lasting impact

Your gift will create your legacy of fostering an informed and active citizenry.

General gift in your will
Leaves a gift of a stated sum of money in your will or living trust. For example, you might decide to leave each of your grandchildren $10,000. It’s considered to be ‘general’ because it doesn’t specify from where the money comes.
Residual gift in your will
Leaves what is left over after all other debts, taxes, and other expenses have been paid.
Specific gift in your will
Leaves a specific dollar amount, percentage, fraction, or specific items (collections, art, books, jewelry, and so on).
Contingent gift in your will
Leaves a stated amount or share only if a spouse, family member or other heir/beneficiary does not live longer than you. In other words, your gift is contingent upon whether or not they survive after you.
You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to Sisters of Notre Dame contingent upon the survival of your spouse.

I invite you to contact me so we can chat about easy ways to make an impact at no current cost to you.

Gift by Beneficiary Designation


An Easy ‘No-Cost-Now’ Way to Give

 

It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in creating a world impacted by the Sisters of Notre Dame, and it costs nothing now.

By naming the Sisters of Notre Dame as a beneficiary of these assets, you carry out God’s work and impact lives for future generations. Your gift could provide education, material and spiritual care to individuals at home and around the world.

Reduce or eliminate taxes on retirement assets;

Reduce or avoid probate fees;

No cost to you now to give;

Create your legacy with Sisters of Notre Dame.

To name the Sisters of Notre Dame as a beneficiary of your retirement plan, contact your bank or insurance company to see whether a change of beneficiary form must be completed.

How to change a beneficiary designation:

Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).

Follow the links to change your beneficiary or fill out the form.

Be sure to spell the name of our organization properly:
Sisters of Notre Dame.

Include our tax identification number: 34-4428251.

Save or submit your information online or return your Change of Beneficiary Form.

Bank accounts, CDs, brokerage accounts, and commercial annuities:

This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name the Sisters of Notre Dame (Tax ID: 34-4428251) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward impacting the world with the Gospel, care and compassion.

Retirement funds gift:

You can simply name the Sisters of Notre Dame as a beneficiary of your retirement plan to create your legacy of doing His work.

Savings bonds:

If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since the Sisters of Notre Dame is a tax-exempt organization, naming us as a beneficiary means that 100% of your gift will go toward providing for those in need.   

Donor-Advised fund (DAF) residuals:

What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name the Sisters of Notre Dame as a “successor” of your account or a portion of your account value, more people will be empowered by our education programs, missions and charism.

Have Questions? I'm Here To Help!

Ashley Hatch

Director of Donor Relations

(419)-479-3093

ahatch@toledosnd.org

This information is not intended as legal, accounting, or other professional advice. For assistance in planning your gift(s), please consult a lawyer and/or financial advisor for professional advice.