Leave aLasting Legacy

Compare the Benefits Plan Ahead for YourFuture Gift to DAR

1776 D Street NWWashington DC 20006-5303

Office of Development | (800) 449-1776 | giftplanning@dar.orgplannedgiving.dar.org

GIFT MAKING YOUR GIFT YOUR BENEFITS YOUR FINANCIAL GOAL

Gift ThroughYour Willor Trust

Name NSDAR in your will or trustby designating a specific amount ora percentage of your estate.

Make a simple and flexible giftwithout depleting funds neededduring your lifetime.

Maintain control of your assetsduring your lifetime.

RetirementPlan Assets

Name NSDAR as your beneficiaryof the balance left after yourlifetime using the plan’sbeneficiary form.

Eliminate income taxation onIRAs or other qualified retirementplans and leave more favorablytaxed assets to your loved ones.

Pass your retirement plan assetsto NSDAR tax-free.

Life Insurance Name NSDAR as your beneficiaryof your life insurance policy usingits change-of-beneficiary form.

Make a large gift with little costto yourself.

Qualify for a federal income taxdeduction, possible future deductionsthrough gifts to pay future premiums.

CharitableGift Annuity

Create a charitable gift annuitycontract with NSDAR that pays youa set amount for one or two lifetimes.

Supplement your incomewith steady payments that arepartially tax-free.

Qualify for a federal income taxdeduction; minimize capital gainstaxes with a gift of appreciated assets.

CharitableRemainderUnitrust

Create a trust that pays you afixed percentage of trust’s assets(revalued annually); NSDARreceives remainder.

Create a hedge againstinflation over the longterm and supplement yourretirement income.

Receive a federal income taxcharitable deduction; eliminateup-front capital gains tax on transferof assets.

CharitableRemainderAnnuity Trust

Create a charitable trust that paysyou a set income annually; NSDARreceives remainder.

Secure a fixed incomeand supplement yourretirement funds.

Receive a federal income taxcharitable deduction; eliminateup-front capital gains tax on transferof assets.

CharitableLead Trust

Create a charitable trust that paysincome to NSDAR for a specificterm; loved ones receive remainder.

Provide for your loved ones andthe causes you care about.

Reduce gift and estate taxes onassets you pass to your loved ones.

Real Estate Donate property to NSDAR. Make a gift of an asset you nolonger need; relief from propertymanagement.

Qualify for a federal income taxdeduction; possible reduction orelimination of capital gains tax.

Seeing Is BelievingWith our Gift Illustrator, you can literallysee the way various gifts would benefityou and DAR. Simply visit our website

plannedgiving.dar.org, select “CalculateYour Benefits” and submit a few details—

you will see your benefits right away.

California residents: Annuities are subject to regulation by the State of California. Payments undersuch agreements, however, are not protected or otherwise guaranteed by any government agencyor the California Life and Health Insurance Guarantee Association. Oklahoma residents:A charitable giftannuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with theOklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are notunder the jurisdiction of the South Dakota Division of Insurance.

© Daughters of the American Revolution and The Stelter CompanyThe information in this publication is not intended as legal or tax advice. For suchadvice, please consult an attorney or tax advisor. Figures cited in any examples are

for illustrative purposes only. References to tax rates include federal taxes onlyand are subject to change. State law may further impact your individual results.

A small administrative fee will be charged to cover the initial acceptance, set-upand ongoing administrative costs incurred in processing and maintaining all

restricted or planned gifts held for investment. Please speak with your Major andPlanned Giving Specialist for more details.

It’s one of the most important plans you’ll ever make: An estate plan prepares you and your family forend-of-life issues and outlines how you want your assets to be distributed after you’re gone. An estate planis a reflection of your life. It reveals who and what matter most to you. It’s one of the ways that you will beremembered—not only by your family and friends, but also by the organizations you support.

Leaving Your LegacyWhen you include a planned gift to the NationalSociety Daughters of the American Revolution inyour estate plans, you are continuing the mission ofour founders to preserve the stories, documents andbuildings that make up our country’s heritage. NSDARis able to continue its mission through Daughters likeyou who have the foresight to include the organizationin their estate plans.

Leave a lasting legacy for future generations at NSDAR.Including NSDAR in your estate plans ensures yourlegacy to help preserve the future of NSDAR. You alsomay join the ranks of Founders Club (which is madeup of dedicated members and friends committed topreserving the dream of our founders). When youinclude a gift to NSDAR after you pass away, you will be

remembered as someone who carries out the importantvalues of patriotism, reverence and selfless giving.Through this type of gift, you have the ability to shapewhat is next for NSDAR.

Learn MoreA planned gift establishes your legacy while ensuringthat the ideals of the DAR will endure long after yourlifetime. From simple to complex, there are many waysto give to NSDAR from your estate; some may evenprovide you with tax and other benefits such as a fixedincome for life (please see the back chart, Comparethe Benefits, for details). Regardless of how youchoose to give, your generosity will honor our nation’sheritage while securing a vital future for NSDAR andthe tremendous impact its members make across thecountry and the world.

Founders ClubMembership:

All members and friends who make a futuregift with NSDAR as a primary, non-contingentbeneficiary may be eligible for Founders Club.

Benefits: Founders Club membership certificate

and lapel pin modeled after originalfounders’ pin

Invitation to the annual Founders ClubDinner at Continental Congress hostedby the President General

Invitation to a private event at your stateconference hosted by the PresidentGeneral (once per administration)

Eligibility to purchase Founders Club pin

Share this language with your estate planning attorney to include NSDAR in your will:“I give, devise and bequeath to the National Society Daughters of the American Revolution, 1776 D StreetNW, Washington, D.C. 20006-5303, a charitable corporation created by Act of Congress of the UnitedStates (Tax ID #53-0205923), ______ % of the residue of my estate (or the sum of $ __________).”

Sample Bequest Language Note: Although we are grateful for all plannedgifts, only non-contingent gifts may count towardFounders Club. A non-contingent gift is a donationfrom your estate that comes straight to DAR afteryour death. Call the Office of Developmentat (800) 449-1776 for more information onnon-contingent gifts and planned giving.

Your Future Gifts Matter

A Reflect ion of Your LifeNSDAR will always continue the legacyof its founders and will foster their vision toensure it is still as strong for the future as itis today. That is only possible through theforesight of Daughters who plan for the future.When Daughters give to NSDAR after their

lifetime, they are not only continuing themission of our organization, but they are also

continuing our founders’ vision forthe generations of members to come.