By including Easter Seals UCP in your Will or other estate plans you are ensuring our mission continues in the future.

I’m interested in including Easter Seals UCP in my estate plans. Please contact me with more information.

I have included Easter Seals UCP in my estate plans. Please include me in Legacy Society communications.

NAME

ADDRESS

PHONE EMAIL

5171 Glenwood Avenue, Suite 400Raleigh, NC 27612

919-865-8634800-662-7119

eastersealsucp.com

You work hard. You want to make a difference.

Wish you could do more?Now you can.

“Easter Seals UCP has been around for a long, long time and I want to help it continue its great

programs beyond my lifetime.”Sandra Bouwman

Like many, Sandra believes Easter Seals UCP should not have to rely on government dollars to help fund and sustain its life-changing programs and services. “We need to go back to the days of Edgar Allen, the founder of Easter Seals, where people help people as the government cannot take care of everything,” says Sandra.

Because of her wonderful belief in helping people with disabilities and mental health challenges, Sandra has included Easter Seals UCP North Carolina and Virginia in her Will. “I believe deeply in the mission of Easter Seals UCP and feel very good about making this Ultimate Gift, as every dollar raised by Easter Seals UCP is spent wisely.”

“It was so easy to include Easter Seals UCP in my Will.”

For more information on how to include Easter Seals UCP in your Will or other estate plans, please contact:

Bob FrazierChief Development Officer

bob.frazier@eastersealsucp.com

Create a meaningful legacy with your own Ultimate Gift. Your generosity will impact Easter Seals UCP for generations to come. You can designate your

Ultimate Gift to the Easter Seals UCP Horizons Foundation in one of three ways:

1) Bequest A gift from a will (or from a trust) allows you to make a future gift to the Easter Seals UCP Horizons

Foundation. The following are examples of appropriate bequest language to share with your attorney:

I give [specific dollar amount or asset] to the Easter Seals UCP Horizons Foundation (Tax ID # 56-2172655) or its successor to be used for the unrestricted needs of Easter Seals UCP North Carolina & Virginia.

I give [specific dollar amount or asset] to the Easter Seals UCP Horizons Foundation (Tax ID # 56-2172655) or its successor to endow the [named fund].

I give [X percent] or [the remainder] of my residual estate to the Easter Seals UCP Horizons Foundation (Tax ID # 56-2172655) or its successor to be used for the unrestricted needs of Easter Seals UCP North Carolina & Virginia.

I give [X percent] or [the remainder] of my residual estate to the Easter Seals UCP Horizons Foundation (Tax ID # 56-2172655) or its successor to endow the [named fund].

2) Retirement Plan Assets (IRA s) Retirement plan assets (IRAs) are often considered one of the most attractive options for making a planned gift

as these are among the most tax burdened assets in an estate. To make a charitable gift of retirement assets, you and your Retirement Investment Advisor will complete a new beneficiary designation form which names the Easter Seals UCP Horizons Foundation as a percentage beneficiary.

Easter Seals UCP Horizons Foundation5171 Glenwood Avenue, Suite 400

Raleigh, NC 27518Tax ID # 56-2172655

3) Life Insurance Policies As with retirement plan assets, when you use a life insurance policy to make a planned gift, you complete a

new beneficiary form naming the Easter Seals UCP Horizons Foundation as a percentage beneficiary. Again, please include the complete name and address of the Easter Seals UCP Horizons Foundation, as well as the Tax ID # to ensure accuracy.

Easter Seals UCP Horizons Foundation5171 Glenwood Avenue, Suite 400

Raleigh, NC 27518Tax ID # 56-2172655

* This document is not intended to provide tax or legal advice. Potential donors should consult with their legal and tax counsel to understand the implications of a specific charitable gift.

Established in 2000, the Easter Seals UCP Horizons Foundation seeks to further the mission of Easter Seals UCP North Carolina & Virginia, Inc. by perpetuating financial support for the programs and services provided to people managing disabilities and mental health challenges.

The Horizons Foundation is building brighter tomorrows through an endowment that provides long-term, ongoing income for existing programs; supplemental funding for expansion of services; and special assistance funding to address the needs of individuals – one person at a time.