Legacy Donation

Planned Giving

Consider a planned gift-in-will designated to Broadscope! Planned giving takes into careful consideration both your family’s financial needs and your personal charitable goals, allowing you to leave a portion of your assets to Broadscope Disability Services in your will, beneficiary designation, trust, insurance contract or planned gift arrangement. Assets may include:

  • Stocks
  • Beneficiary Insurance designation
  • Estate
  • Retirement Funds

We are dedicated to representing the wishes of our supporters to the best of our ability. Our Executive Director, Yvonne Stueber (ystueber@broadscope.org) is happy to work with you and your attorney or financial planner to ensure your wishes are properly noted.

Bequests

The most common planned gift is a bequest in your will, which can be added, removed or changed AT ANY TIME.

To include a bequest to Broadscope in your will, please contact your attorney, or contact us for a referral to legal services. He or she can help you shape a will that both provides for your loved ones and remembers the charitable causes most meaningful to you with additions such as:

“I give, devise or bequeath to Broadscope Disability Services, Inc.  for its general purposes _____ (all or state a fraction) of the rest, residue or remainder of my estate, whether real or personal.”

or

“I give to Broadscope Disability Services, Inc.  the sum of _____ dollars to be used for the general purposes of the agency.”

Statement of Intent Form

 

Learn More

For more information about planned giving, including bequests and endowed funds, call Yvonne Stueber at 414-329-4502, or contact us.