Giving Through Your Will
Remembering The Dubin Center in your will helps support our mission to provide information, education and support to people who have been diagnosed with Alzheimer’s disease and related dementias and their family caregivers.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit The Dubin Center in ways that may not be possible through lifetime gifts.
Giving through your estate plan can generate a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to The Dubin Center.
Our Recommended Bequest Language
The following is intended to help you and your attorney in drafting a bequest that satisfies your individual interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding The Dubin Center, be sure the organization’s correct legal name appears in all final documents as:
Unrestricted Gift:
A gift that can be used where need is greatest.
I give, devise, and bequeath to The Dubin Center (insert dollar amount) Dollars* to be used for its general purposes.
OR
Residuary Bequest:
Leaves any remainder after all other bequests have been paid.
I give, devise, and bequeath to The Dubin Center (insert percentage amount) percent of the residue of my estate to be used for its general purposes.
OR
Contingency Gift:
Takes effect only if a primary intention can’t be met.
In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to The Dubin Center to be used for its general purposes.
OR
In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to The Dubin Center or its successor, to be used for its general purposes.
* Rather than leaving a certain sum, you can include language that refers to a percentage of your estate or a description of the property you wish to give.
Most donors leave their gifts to The Dubin Center without restriction. This allows The Dubin Center to use these funds to help us fulfill our mission. The Dubin Center honors a donor’s stated intent for the use of a gift. Donors, who wish to designate the use of any gift, whether made during their life or through their estate, will have that wish honored.
There are numerous planned giving vehicles available other than wills. We suggest you speak with your attorney or financial planner. We would be happy to offer local professionals to assist if you do not already have someone in place.
