data to design iii - afpwpa.org to... · audience design photography. gift intention: q: of those...

Data to Design IIIUsing Research To Drive The Creative Process

Natural Marketing Institute

Healthy Aging Database®

Study

METHODOLOGY

• Annual quantitative study since 2005, now with 12 years of trended data

• August 2017 research of U.S. adults comprised of:

•3,000 general population sample

•37% Millennials

•19% Gen X

•39% Boomers

•2% Matures

• Balanced to U.S. Census data across key demographics:

•Gender, age, income, education, region and race

• Statistically significant at the 95% confidence level to +/- 2%

• Conducted via online research methodology

Millennials Born 1977-1998 Ages 21-41

“Why do I need a will?”

“I don’t know what planned giving is.”

Use the Internet to research charities

Comfortable using new technologies

51%

92%

Gen X Born 1965-1976 Ages 42-53

“How do I create a will?”

“There’s no money for planned giving right now.”



45%

93%

Boomers Born 1946-1964 Ages 54-72

“I’d like my money to go to my family.”

“Where do I start with will planning?”



35%

91%

Matures Born 1925-1945 Ages 73+

“What else should be in my will?”

“I’ve already made beneficiary designations.”



27%

93%

Audience Design Photography

Gift Intention: Q: Of those who would split gifts, if you were to sign a will in the next 6 months,

how many charitable organizations would you be likely to include?

Millennials

Ages 21-41

19% One

40% Two

28% Three

13% >Three

Gen X

Ages 42-53

22% One

38% Two

28% Three

12% >Three

Boomers

Ages 54-72

17% One

43% Two

28% Three

12% >Three

Matures

Ages 73+

13% One

40% Two

23% Three

24% >Three

Establish The Need

3 Steps to Better Planned Giving Communications

#1

How Can I Make An Impact


#2

INSIDE: Support Team USA

With a Gift in Your Will

REACHING FOR GREATNESSA Financial and Charitable Planning Guide SPRING 2017

JackUtahSkeleton

Make an Impact on Team USAYou can make dreams come true for backyard Olympians.

With no funding from the federal government, the next generation of Team USA’s athletes need your help to go for gold in the Olympic or Paralympic Games. Here’s the cost of today’s Olympic journey.

$100,000More than $100,000 is

spent each year in preparing

one elite athlete for the

Olympics or Paralympics.

$40,000It cost $40,000 to send one

athlete to the Rio Olympic or

Paralympic Games in 2016.

Photo by Hannah Peters/Getty Images

A gift of $2,500 can help

provide new equipment

such as wrestling mats,

starting blocks and

boxing gloves.

$2,500

INSIDE: Support Team USA

With a Gift in Your Will

JackUtahSkeleton

Make an Impact on Team USAYou can make dreams come true for backyard Olympians.

With no funding from the federal government, the next generation of Team USA’s athletes need your help to go for gold in the Olympic or Paralympic Games. Here’s the cost of today’s Olympic journey.

$100,000More than $100,000 is

spent each year in preparing

one elite athlete for the

Olympics or Paralympics.

$40,000It cost $40,000 to send one

athlete to the Rio Olympic or

Paralympic Games in 2016.

Photo by Hannah Peters/Getty Images

A gift of $2,500 can help

provide new equipment

such as wrestling mats,

starting blocks and

boxing gloves.

$2,500

How Can I Get More Info?


#3

support the National MS Society. Because you’re not giving away any assets until after your lifetime, you’re free to alter your plans if your circumstances

Including the National MS Society in your will is an easy process. Here’s how

people living with MS. Please refer to our official wording in the box on

Ask your estate planning attorney to use this language when you create your will. If you already have a will, simply ask your attorney to amend Prepare for your future and ours with these

complimentary guides. Request 7 Months to a Well-Planned Estate, How Do You Want to Be Remembered? and Wellness Discussion Guide for People With MS and Their Healthcare Providers by returning the enclosed reply card today.

Help Shape the Future for the Society

Andrew, diagnosed in 2013

NationalMultiple SclerosisSociety

HOW DO YOU WANT TO BE REMEMBERED?

Tiffany, diagnosed in 2004


7 MONTHS TO A WELL-PLANNED ESTATE

Dig Into The “Why” to Target Your Messaging

% donors indicating why they donate money to charitable organizations

It makes me feel good to help other people

They support a cause I strongly believe in (Protecting wildlife, helping the homeless, etc.)

It makes me feel good to help animals (Animals in Distress, The Humane Society, ASPCA, etc.)

A friend/family member had a medical condition, and I want

to donate to organizations involved in treating it/finding a

cure (Cancer Society, Parkinson's Disease Foundation)

To help out with local services (Boys Club, Fireman Fund, etc.)

I donate to institutions which I believe in/have helped me (the school where you went to, a medical facility)

It helps my financial situation at tax time

61%

67%

56%

58%

33%

37%

28%

32%

28%

29%

23%

23%

11%

12%

Total 2017 Total 2016

manda Zuleide Maldonado is an avid student. If she could, Amanda would

even go to school on Sunday, her grandmother says.

To hear this 7-year-old speak about her passion for learning and

her love of going to school is inspiring. “My dream, when I grow up, is to be a professional — to help my people.” It wasn’t that long ago that Amanda’s future educational pursuits were in jeopardy. When heavy rains caused the Parana and Paraguay rivers to flood in the summer of 2014, an estimated 245,000 Paraguayans fled their homes in search of a safer, drier environment. Among the displaced were 145,000 children, including Amanda.

Back to SchoolDespite living miles from her old classroom, Amanda was still able to attend school. With UNICEF’s support, Paraguay’s Ministry of Education installed 20 mobile classrooms, accommodating 2,800 students. The temporary settlement where Amanda’s family relocated received one of these mobile classrooms. The school consisted of students from three separate institutions. Full-time teachers led classes that

LEGACYP L A N N I N G F O R T O D A Y A N D T O M O R R O W : : W I N T E R 2 0 1 5

A Place to Continue Learning UNICEF’s Mobile Classrooms Keep Children in School Amid Disasters

PIC

TUR

E C

RED

IT

A

Inside: Give a Gift That Keeps Children

Where They Belong — in School

PAGE 2

Put Children First PAGE 4

Office of Planned Giving

U.S. Fund for UNICEF n 125 Maiden Lane n New York, NY 10038

(866) 486-4233 n unicefusa.org/plannedgiving(Continued on Page 3)

Thanks to a UNICEF-provided mobile classroom, 7-year-old Amanda Zuleide Maldonado continued attending school even when flooding forced her family to flee their home in Paraguay.

My dream, when I grow up, is to be a professional — to help my people.

— Amanda Zuleide Maldonado

“ ”

manda Zuleide Maldonado is an avid student. If she could, Amanda would

even go to school on Sunday, her grandmother says.

To hear this 7-year-old speak about her passion for learning and

her love of going to school is inspiring. “My dream, when I grow up, is to be a professional — to help my people.” It wasn’t that long ago that Amanda’s future educational pursuits were in jeopardy. When heavy rains caused the Parana and Paraguay rivers to flood in the summer of 2014, an estimated 245,000 Paraguayans fled their homes in search of a safer, drier environment. Among the displaced were 145,000 children, including Amanda.

Back to SchoolDespite living miles from her old classroom, Amanda was still able to attend school. With UNICEF’s support, Paraguay’s Ministry of Education installed 20 mobile classrooms, accommodating 2,800 students. The temporary settlement where Amanda’s family relocated received one of these mobile classrooms. The school consisted of students from three separate institutions. Full-time teachers led classes that

LEGACYP L A N N I N G F O R T O D A Y A N D T O M O R R O W : : W I N T E R 2 0 1 5

A Place to Continue Learning UNICEF’s Mobile Classrooms Keep Children in School Amid Disasters

PIC

TUR

E C

RED

IT

A

Inside: Give a Gift That Keeps Children

Where They Belong — in School

PAGE 2

Put Children First PAGE 4

Office of Planned Giving

U.S. Fund for UNICEF n 125 Maiden Lane n New York, NY 10038

(866) 486-4233 n unicefusa.org/plannedgiving(Continued on Page 3)

Thanks to a UNICEF-provided mobile classroom, 7-year-old Amanda Zuleide Maldonado continued attending school even when flooding forced her family to flee their home in Paraguay.

My dream, when I grow up, is to be a professional — to help my people.

— Amanda Zuleide Maldonado

“ ”

Rediscovering Happiness With the Help of LSI

Summer 2015

INSIDE: � Make a Lasting Difference � Celebrating Tradition. Building Futures. � Your Gift Can Last Forever

For 11-year-old Jaden, school days are filled with learning and friends, as it should be. But it wasn’t always that way. Last year, Jaden went to the emergency room three times in three weeks, saying that he wanted to die or harm himself. “He told me that’s just what he says when he’s upset, but as a mom I had to take that seriously,” says Jaden’s mom, Lani.

A Tough DecisionWhen Jaden began having behavioral health issues in kindergarten, his family and school worked together to find him counseling and support. But after those visits to the hospital, Jaden’s parents knew he needed more intensive care. They made the difficult decision to place him at LSI’s Beloit Residential Treatment Center in Ames. “It was hard not to see him every day, but I could feel comfortable knowing that he was getting the right kind of care and counseling. Getting the help he needed was worth it,” Lani says.

Showing ImprovementDuring his four months at Beloit, Jaden learned skills to communicate his feelings, cope with frustration, make friends and do better at school. “Before he needed a classroom aide all the time,” says Lani. “He gradually moved away from having an aide for behaviors to just academics, and now it’s not even that much. He used to go to a behavior intervention room for lunch and recess, but now he goes to the cafeteria with his friends and has no problems.”

CELEBRATING TRADITION.BUILDING FUTURES.

Jaden lives a happy life using coping skills he learned through LSI’s residential treatment program.Continued on Page 3

“ It was hard not to see him every day, but I could feel comfortable knowing that he was getting the right kind of care and counseling. Getting the help he needed was worth it.”

— Jaden’s mother

Jaden lives a happy life using coping skills he learned through LSI’s residential treatment program.

“ It was hard not to see him every day, but I could feel comfortable knowing that he was getting the right kind of care and counseling. Getting the help he needed was worth it.”

— Jaden’s mother

Donors Like to Keep It Close to Home% donors indicating which type of organization they prefer to donate to

Donors

Millennials

Gen X

Boomers

Matures

Frequent Donators

Infrequent Donators

White

Black/AA

Asian

Hispanic

<$500K

$500K-$2M

>$2M 64%

66%

65%

56%

52%

62%

67%

61%

69%

66%

69%

69%

59%

65%

33%

28%

26%

29%

31%

25%

27%

31%

26%

32%

26%

25%

27%

26%

3%

7%

8%

14%

17%

13%

6%

8%

8%

2%

5%

6%

13%

8%

Local GlobalNational

National Office35 E. Wacker DriveSuite 2000Chicago, IL 60601tel 312.641.5593feedingamerica.org

Dear Salutation,

The holidays are quickly approaching; the season when families gather and children dream big. For many people living in America, it’s a time of abundance—it's also a time of waste.

During the holidays and year-round, an enormous amount of food is wasted in the United States. The food supply chain alone wastes about 72 billion pounds of healthy food each year. This, while 42 million people struggle with hunger—including [# of food insecure persons] people living in [state]. So while you may not realize it, you likely know someone who doesn’t have enough to eat.

You can help. This holiday season, give a gift from your will to Feeding America®.

At Feeding America, we’re working hard to end hunger—in [state] and throughout the country. But a hunger-free America won’t happen overnight. That’s why I’m asking you to make a powerful, long-term commitment to bring nutritious food to people in need. Your future gift will fortify a network of more than 200 foodbanks. And you’ll advance our food rescue program, which puts nutritious food destined for waste into the hands of people facing hunger.

I hope you enjoy the enclosed issue of Fighting Hunger Today and Tomorrow, which shows how you can help lift the burden of hunger for future generations.

Thank you for all that you do for Feeding America. You make our work possible.

Sincerely,

Jessica NoeSenior Manager, Development and Planned Giving

P.S. Do you know somone who feels passionate about ending hunger in America? Honor them with a gift from your will. Learn more in our free guide, Give From the Heart With a Tribute Gift. Simply return the enclosed reply card today!

@Name@@Street2@@Street@ @Unit@@City@ @State@ @Zip@ @Zip4@

State personalization

Personalized salutationNumber of food insecure peopleState specific statistics

Continued from Page 1“The scholarship was established thanks to the generosity of Kansas bankers who understand the challenges today’s students face in funding their college education,” Jim said. “It was a very special day when the scholarship was announced as a surprise at a banker association luncheon. We were honored to have President (Jerry) Farley and Washburn Endowment Association Chair Tim Etzel in attendance also. The bankers could not have presented a more meaningful gift.”

Now Jim and Kathy, bba ’64, have an endowed scholarship in their name that will live on forever. They contribute to the fund and other areas on campus each year, and a gift in their estate will increase the scholarship.

“It’s important for us to have something that will live on for future generations,” Kathy said. “We’re proud to support students like Blake, and we hope all students are able to get that kind of financial help so they can focus on academics and extracurricular activities,” Jim said. “We can’t think of a better way to do that than by providing funds in our estate.”

Blake is grateful for the opportunities scholarships provided.

“Scholarship support is one of the bigger reasons I chose Washburn,” Blake said. “It’s eased the financial burden and

allowed me to get really involved on campus. I didn’t have that constant financial worry in the back of my head. I would hope donors know how much students appreciate it, and how much of a difference it can make. The experience I had was big in my decision to stay here for law school.”

Scholarships helped student excel as undergrad

Jim and Kathy Maag were presented with a check to fund their scholarship during a Kansas Bankers Association meeting in 2000 in Lawrence. From left, Jared Maag, jd ’95; Jim Maag, ba ’61, h ’04; Laura Lutz; Kathy Maag, bba ’64; and President Jerry Farley.

$15.2 MILLION total amount Washburn University Foundation made available to the University

$5 MILLION for privately funded scholarships for 1,751 students

$6.2 MILLION for total faculty and program support

$4 MILLION for enhancing the learning environment on campus

THIS YEAR BY THE NUMBERS*

*Funds made available to the University for the 2016-17 academic year.

Majority Indicate They Only Donate to Organizations That Give 100% of Their

Donation to The Cause, About 1 in 5 Totally Trust an Organization to Do So

Donators

Frequent

Infrequent

Local

National

Glob

al

InternationalEnvironm

ental

Healthcare

Education

Med Research

Hum

an ServicesPub

lic/Society

Glob

al Faith

Arts/C

ulture

23%26%

23%

17%18%

24%22%18%

23%22%21%16%14%

20%18%

68%

77%73%72%72%

75%75%73%71%72%70%72%70%72%72%

% donors who indicate…

Agree with statement Level of Trust

Autumn 2014

hen you make a gift to

one of the programs at

BrightFocus Foundation, you

are joining our fight to eradicate

Alzheimer’s disease, macular

degeneration and/or glaucoma.

Your support allows us to fund

innovative worldwide research for

mind and sight, and to promote

better brain and eye health

through educational programs

and materials.

One out of every 16 Americans

over the age of 40 suffers from

Alzheimer’s, macular degeneration

or glaucoma. Left uncured,

caregivers, communities and our

nation will continue to experience

an increasing strain on social

and economic resources.

Leave Your LegacyJoin us in our commitment to slowing, preventing and treating brain and

eye diseases. This newsletter focuses on ways you can continue to help

us meet our current and future needs, as well as some of the benefits

you can receive from your generosity. If you have any questions about

finding a gift option that fits your circumstances, please contact

Barbara S. Spitzer at 1-800-437-2423 or [email protected].

PROVIDING HOPEBecause of the thoughtful generosity of people like you, BrightFocus Foundation has been able to fund scientists to investigate causes, treatments and possible cures of diseases through our three programs—Alzheimer’s Disease Research, Macular Degeneration Research and National Glaucoma Research. These programs have provided funding for:

MORE THAN

$87 million in Alzheimer’s disease

research projects.

MORE THAN

$15 million to scientists studying

macular degeneration.

MORE THAN


glaucoma.

Your Gifts at Work

INSIDE

Helping to End Brain and Eye Disease

Lasting Legacies

W

F INANCIAL & GIFT PL ANNING IDEAS FOR FRIENDS OF BRIGHTFOCUS FOUNDATION

∞ You Have the Power to Help Us Save Mind and Sight page 2∞ Who’s on Your Shopping List? page 4 1

Alzheimer’s Disease ResearchMacular Degeneration Research

National Glaucoma Research

PROVIDING HOPEBecause of the thoughtful generosity of people like you, BrightFocus Foundation has been able to fund scientists to investigate causes, treatments and possible cures of diseases through our three programs—Alzheimer’s Disease Research, Macular Degeneration Research and National Glaucoma Research. These programs have provided funding for:

MORE THAN

$87 million in Alzheimer’s disease

research projects.

MORE THAN


macular degeneration.

MORE THAN


glaucoma.

AmeriCares88 Hamilton Avenue | Stamford, CT 06902Malaine Miller | [email protected]

americares.org/giftplanning3% administration and overhead

97% of AmeriCares expenses directly support programs and relief for people in need.

HAVE A GREATER IMPACT Today and Tomorrow

Create a Meaningful Legacy at AmeriCares Today

AmeriCares Champions Children in Africa

Here are a few easy-to-implement ways to fulfill your philanthropic wishes and provide lifesaving care to individuals and families around the world though AmeriCares programs and services.

A GIFT IN YOUR WILLA gift in your will or living trust, known as a bequest, works well for many of our supporters because it is a simple and flexible way for you to support AmeriCares without using any of your assets today. You can add a bequest to your will in as little as one sentence, but that sentence has the power to transform lives. A bequest is completely customizable, so you can give a percentage of your estate or a fixed amount. The versatility of a gift in your will allows you to tailor your gift to fit your circumstances, balancing your philanthropic goals with the future needs of your loved ones. Fill out and return the enclosed reply card if you would like more information about how to include AmeriCares in your will or trust.

BENEFICIARY DESIGNATIONSYou may also consider naming AmeriCares as a beneficiary of your retirement plan, life insurance or other asset, which typically entails filling out a simple change-of-beneficiary form.

Fall 2015

Africa is home to more than 34 million orphans. Here is a snapshot of some of the assistance AmeriCares has provided in recent years.

Health facilities and health care providers given medicines, medical equipment and supplies.

Course treatments of nutritional supplements given to orphaned and vulnerable children in Ghana.

Units of medicine and medical supplies given

to combat the spread of Ebola.

180 7 million

5,000

AmeriCares88 Hamilton Avenue | Stamford, CT 06902Malaine Miller | [email protected]

americares.org/giftplanning3% administration and overhead

97% of AmeriCares expenses directly support programs and relief for people in need.

HAVE A GREATER IMPACT Today and Tomorrow

Create a Meaningful Legacy at AmeriCares Today

AmeriCares Champions Children in Africa

Here are a few easy-to-implement ways to fulfill your philanthropic wishes and provide lifesaving care to individuals and families around the world though AmeriCares programs and services.

A GIFT IN YOUR WILLA gift in your will or living trust, known as a bequest, works well for many of our supporters because it is a simple and flexible way for you to support AmeriCares without using any of your assets today. You can add a bequest to your will in as little as one sentence, but that sentence has the power to transform lives. A bequest is completely customizable, so you can give a percentage of your estate or a fixed amount. The versatility of a gift in your will allows you to tailor your gift to fit your circumstances, balancing your philanthropic goals with the future needs of your loved ones. Fill out and return the enclosed reply card if you would like more information about how to include AmeriCares in your will or trust.

BENEFICIARY DESIGNATIONSYou may also consider naming AmeriCares as a beneficiary of your retirement plan, life insurance or other asset, which typically entails filling out a simple change-of-beneficiary form.

Fall 2015

Africa is home to more than 34 million orphans. Here is a snapshot of some of the assistance AmeriCares has provided in recent years.

Health facilities and health care providers given medicines, medical equipment and supplies.

Course treatments of nutritional supplements given to orphaned and vulnerable children in Ghana.

Units of medicine and medical supplies given

to combat the spread of Ebola.

180 7 million

5,000

Mr. and Mrs. Joseph LevyClifton Knls12 Birchwood DrClifton Park NY 12065-4815

T1R1

88 Hamilton AvenueStamford, CT 06902

203.658.9500americares.org

Dear Mr. and Mrs. Levy,

Let me begin with a heartfelt thank you. It’s because of the generosity of people like you that Americares is able to help save lives and improve the health of people in need every day.

Health is the foundation of everything.

Whether you live along the Bagto River in the Philippines or in <<CITY, STATE>>, good health is essential for strong, resilient communities. This is why Americares is committed to delivering critical aid and medicine to people affected by poverty or disaster.

Many people do not realize that Americares is the largest provider of medical aid in the United States. Last year our health partners provided patients across all 50 U.S. states and Puerto Rico with critical medicine, vaccines and supplies. Our latest newsletter highlights Americares important work to serve the uninsured and underinsured in <<STATE>> and throughout the United States.

In addition, look inside for a special story from a recent medical trip that Americares supported in the Philippines. During this trip, a team of volunteers cared for more than 3,000 people, including a 12-year-old boy who was able to walk for the first time because of the surgery he received.

You can help change the lives of people affected by poverty or disaster so that they can reach their full potential. Look inside to learn about a meaningful way to support our programs and honor an important person in your life.

If you are interested in the various ways you can extend your impact with a gift of health, please contact us. We would love to help you on your journey.

With gratitude,

Michael J. NyenhuisPresident and CEO

P.S. After reading the enclosed newsletter, return the enclosed reply card to request our helpful planning resource How do you want to be remembered?

97

1,035

6,133

48,000

$207 million

percent of expenses support local health programs

volunteer-led medical trips supported by Americares in 2016

shipments of medicine and supplies in 2016, an average of nearly 17 per day

surgeries performed by volunteer medical professionals last year

value of medicine, vaccines and supplies delivered in 2016 to U.S. clinics

While “Personal Experience” Is Also The Preferred Way, Some Differences Do Exist

Index of specific organization donors indicating where/from whom they would first like to learn about a charitable organization

* Yellow shading denotes a high index (≥ 120)

% DonorsArts/

CultureEducation Environmental Faith Healthcare

Human Services

International MedicalPublic/ Society

Personal experience 24% 113 77 100 111 87 108 93 100 83

Friends/relatives 17% 49 101 77 97 90 103 78 99 95

Internet/websites 15% 142 95 133 110 103 96 140 110 143

Spouse/significant other 6% 89 108 78 146 99 110 105 97 155

Non-profit organization

employee4% 127 89 100 99 101 100 84 91 164

Television/radio

advertisements7% 45 87 87 74 125 97 96 95 78

Direct mail (from post office)

7% 81 107 93 96 138 103 87 123 65

Broadway Station 900 S. Broadway, Suite 200 Denver, CO 80209-4198 tel +1 303 698 6100 fax +1 303 698 6120 www.nationalMSsociety.org

Dear Ms. Milcetich-Picallo,

Happy 2015! Each new year provides an opportunity to reflect on the past and anticipate tremendous promise the future brings.

Over the past year, the National MS Society distributed nearly $260 million to support ground-breaking research and to provide critical services and information. We thank you for your support which made this progress possible; the exciting advances that are underway this year demonstrate the impact of your giving.

Your continued support is helping us stop MS progression, to restore lost function and to end MS forever. While we acknowledge and celebrate new discoveries, we know very well our work is not done. The National MS Society is in the midst of planning for the future. We will launch a new strategic plan in November which will allow us to work relentlessly and thoughtfully to achieve our goals.

In this issue of Legacy, the Society hopes to help you and your loved ones plan for the upcoming years by including valuable estate planning tips. If it has been a few years since you’ve reviewed your estate plan—or if you don’t have one at all—take control of your estate in 2015.

As a supporter of the Society, you know how fulfilling it feels to give back to organizations like the National MS Society. Look inside this issue for a few ways to include a gift in your estate plan that can help you meet both your personal and charitable goals.

Please contact me at 800-923-7727 if you have any questions about using your estate plan to make a difference at the National MS Society. Your generosity means more than you know to those affected by MS, and we can’t say thank you enough for your partnership in ensuring these individuals can live their very best lives.

Sincerely yours,

Mary Milgrom Individual Giving

Prepare for Your Future and Ours

T87R170SOC


Ms. Charlotte Milcetich-Picallo23 Capistrano CtClayton CA 94517-1703

Return the enclosed survey today to let us know why you support the Society. Your experience can inspire others to follow your lead.

Broadway Station 900 S. Broadway, Suite 200 Denver, CO 80209-4198 tel +1 303 698 6100 fax +1 303 698 6120 www.nationalMSsociety.org

Dear Mr. & Mrs. Wetherell,

Happy 2015! Each new year provides an opportunity to reflect on the past and anticipate tremendous promise the future brings.

Over the past year, the National MS Society distributed nearly $260 million to support ground-breaking research and to provide critical services and information. We thank you for your support which made this progress possible; the exciting advances that are underway this year demonstrate the impact of your giving. On behalf of those we serve, we extend our sincere gratitude.

While we acknowledge and celebrate new discoveries, we know very well our work is not done. We must intensify our efforts if we are to address the needs of all those impacted by MS. To stop MS progression, to restore lost function and to end MS forever will require immediate and focused action.

The National MS Society will launch a new strategic plan in November which will allow us to work relentlessly and thoughtfully to achieve our goals. We appreciate that you, too, carefully consider your own needs and options in working toward your personal goals. In this issue of Legacy, the Society hopes to help you and your loved ones plan for the upcoming years by including valuable estate planning tips.

If it has been a few years since you’ve reviewed your estate plan—or if you don’t have one at all—take control of your estate in 2015. Did you know your estate plan can be used to meet both your personal and charitable goals? That you can support the Society and your loved ones? There are easy ways to extend your generosity without immediately giving up any assets. Look inside this issue for ways to include a gift in your estate plan that you may not have thought of before.

Please contact me at 800-923-7727 if you have any questions about using your estate plan to help create a more promising future for others. Your generosity means more than you know to those affected by MS, and we can’t thank you enough for your partnership in ensuring these individuals can live their very best lives.

Sincerely yours,

Mary Milgrom Individual Giving

Prepare for Your Future and Ours

T5R586CVLT


Mr. & Mrs. D Bradford Wetherell, Jr.221 Mount Auburn St Apt 506Cambridge MA 02138-484

Return the enclosed survey today to let us know why you support the Society. Your experience can inspire others to follow your lead.

he Society is committed to supporting those living with MS and their loved ones. We—alongside thousands of Society

supporters—make up the driving force of funding for the ground-breaking research in the severe and often unpredictable disease. Ultimately, we hope to establish a nationwide network of experts that will provide the MS community with continually improving resources. In 2013, the Barancik Prize for Innovation in MS Research was founded to recognize the outstanding scientists doing just that. This year, the Society is proud to honor Dr. Philip De Jager, Ph.D., associate neurologist at Brigham and Women’s Hospital and associate professor at Harvard Medical School, with the 2014 research grant. A clinician and researcher dedicated to studying the neurological markers of

MS, De Jager and his team were awarded $597,147 to provide the MS community with a method that will help determine a person’s risk for developing MS later in life. His new model stands to help doctors treat those who may be without symptoms but are at high risk for developing MS. Ultimately, De Jager hopes that this research will help to personalize early-in-life MS treatments. Visit nationalMSsociety.org/plannedgiving to learn how you can support ongoing research initiatives at the National MS Society.

WHY SUPPORT MATTERSWhen Charles and Margie Barancik had a family member diagnosed with MS, they realized they could play an important role in motivating research into the disease. They decided to create the Barancik Prize to recognize and reward the scientists impacting the direction of MS research.

You, too, can play an invaluable role in motivating researchers to do more for MS. By supporting the Society through your estate, your generosity will make a real difference in the quest to end MS forever, all without immediately giving up assets.

LEGACY

■ Have You Heard of Gift Planning? ■ A Surprise From the IRS ■ Q&A: Remember Us In Your Will or Living Trust

BREAKING THROUGH THE BARRIERS OF MSHarvard Neurologist to Develop Method for Predicting MS

Estate Planning News and Ideas for Friends of the National Multiple Sclerosis Society Winter 2015

Brook, diagnosed in 2009

INSIDE

Dr. Philip De Jager, Ph.D., was awarded the 2014 Barancik Prize for Innovation in MS Research to fund a three-year research project on early MS prediction.

T


Ages 70+Ages 55-69Ages 40-54

★Office of Development | (800) 449-1776 | [email protected] | www.ouramericanlegacy.org

PROVIDING FOR DAR’S FUTURE IS AS EASY AS PIE.

With as little as one sentence in your will or living trust, you can create a legacy that allows us to preserve our American story for future generations.

Leave the Last Slice for Us

To learn more about including DAR in your will, please complete and return the enclosed reply card or visit us online today at www.ouramericanlegacy.org.

Be part of our American legacy.

YOU

WILL OR TRUST

YOUR FAMILY

HOW THE GIFT WORKSCreate a will or trust leaving part of your estate to family and part to DAR. You can also give a specific amount of cash, securities or property.

After your lifetime, your family and DAR receive your gifts.

★

1

2 3

Daughters of the American RevolutionOffice of Development1776 D St. NWWashington, D.C. 20006-5303

★ THE LEGACY OF GIVING

Members of the Daughters of the American Revolution have a long tradition of selfless giving in support of historic preservation, education and patriotism. DAR’s achievements throughout its history have been significant, and they have occurred only through the stewardship of Daughters like you. The needs fulfilled with your financial support are inspiring, and your continued generosity will sustain DAR long into the future. Thank you.

Learn more here:www.ouramericanlegacy.org

Your legacy starts here!Thank you. Preserve

America’s Story

Turn to Page 17 to start creating your legacy today.

NAME

ADDRESS

CiTY, STATE ZiP

TElEPhoNE BEST TiME To CAll

EMAil

NATioNAl NuMBER

Yes, I want to create my legacy so i can impact the future of DAR and our country. Please send me:

❏ information about including a gift in my will or trust.❏ Bequest language to share with my attorney.❏ Materials on estate planning and wills.

15ASD3

Your legacy can protect and preserve chapters of our American story.

★Office of Development | (800) 449-1776 | [email protected]

Importance of Estate Planning Documents

Women

45% Very Important

30% Have a Will

Men

41% Very Important

35% Have a Will

Total GP Millennials Gen X Boomers MaturesNet Worth

<$500KNet Worth

$500K-$2MNet Worth

>$2M

Honoring a family member by making a

tribute gift50% 56% 51% 43% 45% 50% 56% 47%

Charitable Gift Annuity 35% 47% 38% 24% 12% 37% 41% 30%

Charitable Remainder Trust 30% 42% 30% 20% 13% 30% 39% 41%

Immediate tax deduction in exchange for

the right to inherit your home (or other

land) at the end of your life

27% 37% 25% 17% 12% 28% 34% 31%

Saving capital gains taxes by making a

gift of stocks or bonds to a charity25% 36% 21% 16% 13% 24% 36% 31%

Interest In Issues Related to Charitable/Planned Giving

Millennials

92%

90%

Gen X

93%

91%

Boomers

91%

90%

Matures

93%

85%

General Population

92%

90%

“I am Comfortable Using New Technologies and Devices.”

2016

2017

Millennials

51%

Gen X

45%

Boomers

35%

Matures

27%

General Population

42%

“Use the Internet to Research Charities that I

am Considering Giving a Gift”

Ages 70+Ages 55-69Ages 40-54

Difference in Frequency of Donation Across Organizations % donors indicating how often they donate to the organizations (sorted by ‘several times a year’)

Faith Based - Global Human Services International Affairs Environmental/Animal welfare

Public/Society Benefits

Healthcare Medical Research Education Arts/Culture

72%74%

68%

61%59%55%

63%

44%42%

28%26%

32%

39%41%45%

37%

56%58%

Several times a year About once a year or less

* Denotes significantly higher than corresponding group

Frequent Donors Infrequent Donors

Male 46% 49%

Female 54%* 51%

Average age 49 yrs. old 48 yrs. old

Child in HH 41%* 36%

Median income $77K $57K

Average net worth $490K* $308K

College+ 37%* 31%

Frequent Donors Place Higher Value on Volunteering

Mean Millennials Gen X Boomers Matures

33%33%

40%

46%

40%

% Strongly/somewhat agree with statement “Volunteer work is an important part of my life.”

Millennials are statistically significantly higher than all other groups

0% 15% 30% 45% 60%

Frequent Donators Infrequent Donators

31%

51%

4826 Greenbell Way | North Liberty, IA 52317 | (800) 331.6881 | www.larsoncountyarg.org

Your Gift Saves Animals’ Lives

Dear James,

I want to begin by offering you a heartfelt thank you. Your financial support of the Larson County Animal Rescue Group allows us to give a second chance to our community’s most vulnerable animals.

Without friends like you who provide financial support, our lifesaving work would not be possible.

We recently achieved a major milestone at Larson County ARG. For 10 consecutive years, we have saved the lives of 100 percent of the healthy animals that have entered our doors. This milestone brings us great pride, but we know that we have much more to do.

While we save thousands of homeless pets each year, whether healthy or in need of medical or behavioral care, there are still thousands more in Larson County in need of our help. We will not rest until we have saved every animal in this community that can be saved.

Sincerely,

Bill SmithPlanned Giving [email protected]

P.S. You play a key role in strengthening our ability to give so many animals a second chance. Learn about the other ways to make a gift to the Larson County ARG by completing the enclosed survey today!

4826 Greenbell Way | North Liberty, IA 52317 | (800) 331.6881 | www.larsoncountyarg.org

Your Involvement Saves Animals’ Lives

Dear Tina,

I want to begin by offering you a heartfelt thank you. Your volunteer support of the Larson County Animal Rescue Group allows us to give a second chance to our community’s most vulnerable animals.

Without friends like you who make a gift of time, our lifesaving work would not be possible.

We recently achieved a major milestone at Larson County ARG. For 10 consecutive years, we have saved the lives of 100 percent of the healthy animals that have entered our doors. This milestone brings us great pride, but we know that we have much more to do.

While we save thousands of homeless pets each year, whether healthy or in need of medical or behavioral care, there are still thousands more in Larson County in need of our help. We will not rest until we have saved every animal in this community that can be saved.

Sincerely,

Bill SmithPlanned Giving [email protected]

P.S. You play a key role in strengthening our ability to give so many animals a second chance. Learn about the other ways to make an impact on Larson County ARG by completing the enclosed survey today!

Larson County Animal Rescue

Group volunteer

□ I want to honor a friend or family member with a gift to Larson County Animal Rescue Group.

� □ I want to leave a gift to Larson County Animal Rescue Group

in my will or estate plans.� □ I am not able to give at this time but want to learn

more about volunteer options available to me.� □ Please send me the FREE estate planning

guide Your Personal Planning Road Map.

We respect your privacy! Information collected here will be kept strictly confidential. It will not be sold, rented, loaned or otherwise disclosed, and it will not be used in ways to which you have not consented.

Name (Please print.)

Address

City, State ZIP

Telephone

Email

30-Second SurveyPlease complete and return in the enclosed envelope today. Thank you!

Thank you for being part of our mission!

□ I want to honor a friend or family member with a gift to Larson County Animal Rescue Group.

� □ I want to learn more about leaving a gift to Larson County Animal

Rescue Group in my will or estate plans.� □ I have already included Larson County Animal

Rescue Group in my will.� □ Please send me the FREE estate planning

guide Your Personal Planning Road Map.

We respect your privacy! Information collected here will be kept strictly confidential. It will not be sold, rented, loaned or otherwise disclosed, and it will not be used in ways to which you have not consented.

Name (Please print.)

Address

City, State ZIP

Telephone

Email

30-Second SurveyPlease complete and return in the enclosed envelope today. Thank you!

Thank you for being part of our mission!

Frequent Donors are Significantly More Likely Than Infrequent Donors to Own One or More Dogs

47.2% vs.

42.6%

HELPING ANIMALS PAYS IN SO MANY WAYS

Linda’s After-Tax Spendable Dollars ■ Taxable income portion of payment................$132 ■ Less 28% marginal income tax rate.................−$37 ■ After-tax income from taxable portion...... .......$95 ■ Plus income tax-free portion

of payment......................................................+$448 ■ After-tax dollars annually, to spend or

invest for 12 years............................................$543

Once Linda has passed her life expectancy, 12 years, the full $580 of Linda’s payment will be taxed as ordinary income. Later, after Linda’s lifetime, the remaining amount of her gift is available to support our mission.

For More InformationAs with most contract agreements, it is best to consult your professional legal or tax advisors before establishing a charitable gift annuity. We are happy to help answer any questions and provide you with your exact payment rates and projected benefits. Please contact us, in confidence and with no obligation.

INB3-P

A Case Study of the BenefitsLinda, 75, plans to donate a maturing $10,000 CD. Because she needs continuing income, she decides to

use the cash to fund a charitable gift annuity—with herself as the annuitant—that we will issue at the suggested rate of 5.8 percent, or $580 per year.

Linda’s Benefits ■ Fixed lifetime payments................................$580 ■ Federal income tax charitable deduction

(Linda itemizes her deductions)................$4,626* ■ Tax savings

(in 28% income tax bracket).....................$1,295 ■ Net cost of gift............................................$8,705

Linda’s Gift Annuity PaymentsFor the next 12 years, Linda’s estimated life expectancy, her $580 payment will be taxed as follows: ■ Income tax-free.............................................$448 ■ Taxed as ordinary income.............................$132 ■ Total annual payment...................................$580

* Based on annual payments and a 2.4 percent charitable midterm federal rate. Deductions vary based on income earned.

6 7

E printed on recycled paperThe information in this publication is not intended as legal or tax advice. For such advice,

please consult an attorney or tax advisor. Figures cited in examples are for hypothetical

purposes only and are subject to change. References to estate and income taxes include

federal taxes only. State income/estate taxes or state law may impact your results.

MAIL 1001 Highlands Plaza Drive West

Suite 140 St. Louis, MO 63110-1337

PHONE 314-286-0704

EMAIL [email protected]

WEB BarnesJewish.PlanMyLegacy.org

Make a Gift and Receive Payments for Life

Contact Joan Cheaney Planned Giving Manager

6 Smart Strategies for Year-End Giving

Questions?

Cheryl Sturm Data Insights Manager

The Stelter Company

[email protected]

mailto:[email protected]

THANK YOU!