Ways of Giving - Doing Well by Doing Good

Bequests and Planned Gifts

There are many creative and flexible ways to make a contribution to Head Start of Rockland. Tax laws may help you to accomplish multiple goals with your money and to give more to Head Start than you thought possible. We hope the information provided here will reveal many possibilities and opportunities to combine philanthropy with your financial planning.

Just as donations are sometimes tax-deductible, bequests can sometimes reduce the taxes that may be levied against your estate.

Join THE JOANN BLODGER LEGACY CIRCLE, a group of donors who have provided for Head Start of Rockland in their bequest or estate plans.

Types of Bequests

Bequests to Head Start of Rockland may take many forms. You may arrange for Head Start to receive:

1. A specific dollar amount

2. Specified assets, such as securities, real estate or tangible personal property,
such as art or jewelry

3. Retirement account assets, consisting of any benefits remaining in your
retirement plan.

4. A residuary bequest, in which Head Start receives all or a percentage of the
remainder of your estate after all other obligations are met.

5. A contingent bequest, in which Head Start becomes the beneficiary only if
the named beneficiary is unable to accept the bequest.

A bequest can also be structured to fit a variety of your family's needs, including providing income for your heirs. Consult with an attorney who is knowledgeable about estate planning and who is familiar with the laws of the state where you reside.

The following sample paragraph may be helpful to your attorney:

I bequeath to Head Start of Rockland, a not-for-profit organization chartered under the laws of New York, located at 85 Depew Avenue in Nyack, New York, the sum of $____________ (or ____% of my residuary estate) to be used for its unrestricted general purposes.

Please Note: This is general information and is not presented as specific legal or tax advice. Donors should, therefore, consult with their personal advisors.

The Joann Blodger Legacy Circle

The Joann Blodger Legacy Circle honors those who have made a commitment to Head Start of Rockland through their estate plans. Your membership in The Joann Blodge Legacy Circle will help Head Start of Rockland retain its position as the leading advocate and provider of early childhood and preschool education for low income children.

If you would like more information about a specific type of planned gift or an illustration of the income and tax benefits of making a planned gift, please supply the following information:

1. Your name, address, daytime telephone number (optional),
and email address (optional)
2. Your date of birth (include birth date of second beneficiary, if any)
3. Whether you would like an example based on the minimum gift of
$5,000 or another amount.
4. Whether you plan to fund your gift with cash or with appreciated
securities (include approximate cost of securities when purchased)

For more information about Bequests and Planned Giving, you may call us for at 845-358-2234 or 877-733-0528, email flierlp@headstartofrockland.org or write to:
Head Start of Rockland
Development Office
85 Depew Avenue
Nyack, New York 10960

The information you provide does not obligate you in any way to complete a gift to Head Start of Rockland and will remain confidential.