A legacy, or planned, gift provides future support to those in need who come after us and ensures that Good Samaritan Foundation – Dayton is able to continue to do good work for future generations.

The staff of the foundation is available to help donors navigate the options for legacy giving, but we also recommend consulting your financial advisor or lawyer. Some of the most popular vehicles for leaving a legacy gift include:

Bequests: The most popular planned gift is the simple charitable bequest, or making a gift in your will.  When you make a charitable bequest, you retain full use of your property during life, so there is no disruption of your lifestyle, and no immediate out-of-pocket costs.  Bequests can take many forms, including specific bequests, percentage bequests, and residual bequests, based on what works best for you and your family.

Charitable Remainder Trusts: This special kind of trust enables a donor to make a future gift to Good Samaritan Foundation – Dayton after providing for themselves and their family and/or heirs after death.  The donor establishes a trust to provide income to beneficiaries with the provision that the principal remaining in the trust is to go to the designated charity after the death of the last beneficiary.

Life Insurance: When the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to Good Samaritan Foundation – Dayton can result in tax benefits for you and a generous gift for the foundation. You can also include Good Samaritan Foundation – Dayton as a beneficiary, contingency beneficiary or owner of a new or existing policy.

Retirement Funds: For those who may have significant retirement assets, potential estate and income taxes on any part of those assets that might still be in one’s estate at death may be avoided by making Good Samaritan Foundation – Dayton the beneficiary of any unused plan assets.

Outright Gift: By making a gift of cash, your gift is immediately available to support our programs, and every dollar you give is deductible in the year you make your gift.

Marketable Securities: These securities are often individual stocks, but may be bonds or shares of mutual funds.  Outright gifts of securities can be made quickly and easily and can enable you to do more with your gift because of the tax benefits.

For more information, please call (937) 208-2700 or email foundation@gshdayton.org.