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You Can Support EP!C in a Meaningful Way!

Keep us thriving with your gift, take advantage of numerous tax and financial benefits, and leave a legacy to be remembered by generations to come.

Through planned gifts, EP!C builds financial stability for the future.

Ways to Give

Bequests
Wills and Living Trusts
Retirement Plans and Beneficiary Designation
Life Insurance
Charitable Reminder Trusts
Lead trusts
Gift Annuities
Stocks and Mutual Funds

FAQ’s

There are several options to make a gift as a bequest in your will.

You may designate a percentage of your total estate.
You can make a gift of a specific amount. With this type of gift, keeping your will up to date is vital.
You can leave a percentage of your estate. After gifts to your loved ones are made, the remainder may go to one or several organizations.

1. Specific Bequest

If you are considering making an outright bequest to EP!C, we recommend the following language:

Bequest of a Specific Dollar Amount

I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, for EP!C’s general use and purpose.

Bequest of Specific Personal Property

I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, for EP!C’s general use and purpose.

Bequest of Specific Real Estate

I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, for EP!C’s general use and purpose.

2. Percentage Bequest

If you are considering making a bequest of a percentage of your estate to EP!C, we recommend the following language:

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, for EP!C’s general use and purpose.

3. Residual Bequest

I hereby give, devise and bequeath to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for EP!C’s general use and purpose.

4. Contingent Bequest

If (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to EP!C, a nonprofit organization located at 1913 West Townline Road, Peoria, IL, 61615, Federal Tax ID #37-0794792, DESCRIPTION OF PROPERTY to be used for EP!C’s general use and purpose.

I give, advise, and bequeath to EP!C, a not-for-profit organization (Tax ID 37-0794792) located at 1913 W. Townline Rd, Peoria, IL 61615, (dollar amount, percentage, specific asset, or residue)

Assets in qualified retirement plans and IRA accounts are an excellent way to support EP!C. When left to friends and family members other than a spouse, these funds can be subject to as much as 70% in taxes. If a nonprofit organization is named as the beneficiary of all or a percentage of your retirement plan assets, the entire amount can be used to benefit EP!C and the people we support.

A gift of appreciated securities, including stocks or bonds, is an easy way to make a gift. Potential benefits include avoidance of paying capital gains tax, receiving a charitable income tax deduction, and enjoying possible increased income.

Electronic transfer:

The EP!C Foundation is comprised of strategically invested funds that are held in perpetuity and are not spent. A prescribed distribution from these investments support EP!C and our operations. As the Foundation grows, an expanded source of stable funding is available to help us weather the ups and downs of the economy and keep EP!C viable into the future.

Additional Information

Please contact Colleen Halberg, chalberg@epicci.org or 309-689-3771 if you have any questions about how to make a bequest to EP!C or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.

If you have included EP!C in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift, and welcome you to the Legacy Circle of the Barbara Smiley Society.