Make a Difference

Bequests

Create a worthwhile legacy that Strengthens Families for Children.

Why choose to make a bequest?

• To designate a specific dollar amount or percentage of the net proceeds of the estate
• To name Beech Acres Parenting Center as a secondary beneficiary, leaving the majority of your assets to your family
• To reduce or avoid federal estate taxation

How do you make a bequest?

Unrestricted bequests are preferred because of the flexibility they provide Beech Acres to apply the gift to the greatest need in the future when the bequest is received.

All legal restrictions stipulated by donors will be strictly followed. We encourage donors or their attorneys to discuss specific restrictions with Beech Acres staff to ensure their intentions can be fulfilled and will match Beech Acres’ long-term objectives.

If you would like to include Beech Acres in your estate plans, we suggest the following language:

Bequest for General Purposes

Unrestricted Gift

“I give, devise and bequeath to Beech Acres Parenting Center (BAPC), a not-for-profit Ohio corporation (Tax ID # 31-0536663) all [or ___ percent of ] the rest, residue and remainder of my estate [or the sum of ___ dollars; or description of property] to be used by the BAPC in such manner as is deemed most useful for the purposes of BAPC.”

Unrestricted Endowment

“I give, devise and bequeath to Beech Acres Parenting Center (BAPC), a not-for-profit Ohio corporation (Tax ID # 31-0536663) all [or ___ percent of ] the rest, residue and remainder of my estate [or the sum of ___ dollars; or description of property] to establish an endowment fund which shall be known as the ___ Fund. BAPC shall hold this endowment fund in trust and invest the principal, with disbursements therefrom used in such manner as the BAPC may direct. This endowment fund shall be managed in accordance with endowment policies and guidelines established from time to time by the BAPC foundation Board of Directors.”

Bequest for Specific Purposes

Restricted Gift

“I give, devise and bequeath to Beech Acres Parenting Center (BAPC), a not-for-profit Ohio corporation (Tax ID # 31-0536663) all [or ___ percent of ] the rest, residue and remainder of my estate [or the sum of ___ dollars; or description of property] to be used by the BAPC for the support of [specific program(s)]. In the event the purpose of the bequest can no longer be carried out, or is impractical or inappropriate due to changing conditions, BAPC is authorized to utilize my bequest for such alternate purposes that may be deemed proper, keeping in mind my above described purpose.”

Restricted Endowment

“I give, devise and bequeath to Beech Acres Parenting Center (BAPC), a not-for-profit Ohio corporation (Tax ID # 31-0536663) all [or ___ percent of ] the rest, residue and remainder of my estate [or the sum of ___ dollars; or description of property] to establish an endowment fund which shall be known as the ___ Fund. BAPC shall hold this endowment fund in trust and invest the principal with disbursements therefrom used for the support of [specific program(s)] at the BAPC. This endowment fund shall be managed in accordance with endowment policies and guidelines established from time to time by the BAPC foundation Board of Directors. In the event the purpose of this bequest can no longer be carried out, or is impractical or inappropriate due to changing conditions, BAPC is authorized to utilize my bequest for such alternative purposes that may be deemed proper, keeping in mind my above described purpose.”

Contact the Office of Development

For more information about giving to Beech Acres, please contact Chandra Mathews-Smith in our Office of Development at 513-233-4683 or cmathewssmith@beechacres.org