Thank you for considering including the Florida Keys Children’s Shelter in your planned giving. You can ensure help and hope long into the future through this type of donation. Your planned and deferred gifts allow FKCS to plan for the future. You can make a planned gift in several ways:

• Name FKCS as a beneficiary in your Will
• Name FKCS as owner and beneficiary of a paid-up life insurance policy (A gift of life insurance entitles you to a tax deduction equal to your cost basis in the policy or its replacement cost, whichever is less.)
• Name FKCS as a beneficiary of a charitable trust
• Name FKCS as a beneficiary of your retirement plan
• Receive an income for life through the establishment of a charitable annuity trust

These are a few examples of the planned gift instruments available to you. Your attorney can advise you of the various types of charitable trusts and the estate tax benefits of each, and assist you in setting up a planned gift that is tailored to your personal needs

Bequest

A simple bequest in your Will is one of the easiest tools to make a gift to FKCS. You can do this in a number of ways. You can choose to:

• Give a specific amount of money to FKCS
• Give a specific item of property to FKCS
• Give a specified percentage of the residue of your estate to FKCS

*The residue of your estate is that which is left over after all specific gifts have been made, whether charitable or non-charitable.

The following sample language can be used to make your planned gift:

“I give and devise to Florida Keys Children’s Shelter, Inc. or its successor, the sum of _________ Dollars ($_________) to be used for such charitable purposes as the governing body of Florida Keys Children’s Shelter, Inc. deems appropriate; provided, however, that at the time of such gift, Florida Keys Children’s Shelter, Inc. or its successor, must be a charity as described in Sections 170(c) and 2055(a) of the Internal Revenue Code.”

OR

“I give and devise ________ percent (________%) of my residuary estate to Florida Keys Children’s Shelter, Inc. or its successor, to be used for such charitable purposes as the governing body of Florida Keys Children’s Shelter, Inc. deems appropriate; provided, however, that at the time of such gift, Florida Keys Children’s Shelter, Inc. or its successor, must be a charity as described in Sections 170(c) and 2055(a) of the Internal Revenue Code.”

A bequest may be included in the body of a will or as an amendment (codicil). Gifts made through a bequest typically provide an estate tax deduction. Please consult your attorney and/or financial advisor for specific information.

Please contact us for more information. Minute by minute we count on others to partner with us in ensuring help and hope. On behalf of our kids and families, thank you!