Leave a Lasting Legacy

Estate planning can provide a tremendous comfort and blessing to you and your loved ones. There is a certain peace of mind in knowing your legacy will continue to have a profound and positive impact for my generations to come.

 

By making a legacy gift to benefit Englishton Park, Inc., you will help sustain the incredible work we accomplish every summer, long after your lifetime. The values and principles that guide your life will continue to make a lasting impression in the future, by taking time now to plan what you wish to do with your assets in the future.

 

As someone who cares about maintaining the important work done at Englishton Park, remembering Englishton Park in your estate plan is a wonderful way to put your values into action, and to ensure children for years to come will enjoy the benefits you helped deliver in a summer time, years ago.

Englishton Park is public charity under section 501(c)(3) of the Internal Revenue Code.

Getting Started

While it may seem a daunting task, creating estate planning documents, such as a will or revocable trust, can be surprisingly rewarding. The following steps can help you get started.

  • Document your assets and liabilities. This includes your home, investments, insurance, and savings as well as mortgages, loans, and credit card debt.

  • Outline your wishes. Create your list of intended beneficiaries and what you would like each to receive.

  • Get assistance from professional advisors. An estate planning attorney, accountant, and financial planner can help create and implement an estate plan that has a positive effect on your family and on those causes which are important to you.

  • Let us know. If you decide to make Englishton Park a beneficiary, please let us know so we can acknowledge your gift and extend our gratitude for your generosity. We would also be happy to answer questions you may have.

Using the Right Words

Listed here are the most common types of bequests, followed by suggested language to discuss with your attorney for naming Englishton Park, Inc. as a beneficiary.

  • Residual Bequest: Allows you to give balance of your estate, or “what is left” after your loved ones and friends are provided for.

 

“I give, devise, and bequeath all the rest, residue, and remainder of my estate, whether real or personal and wherever located, to Englishton Park, Inc., Lexington, Indiana.”

  • Fixed-Dollar Bequest: Designates a stated sum of money to a beneficiary.

 

“I give and bequeath to Englishton Park, Inc., Lexington, Indiana, the sum of $_____.”

  • Percentage Bequest: Allows your bequests to grow as your assets grow, adjusting automatically as the value of your estate changes.

 

“I give and bequeath to Englishton Park, Inc., Lexington, Indiana, an amount equal to _____ percent of the value of my estate.”

To designate your gift for a specific purpose at Englishton Park or to establish a fund that bears your name or the name of loved ones, please contact us. We would be more than happy to work with you and the Scott County Community Foundation, or your local community foundation, or any other trust agency, which would enable you to realize your objectives.

The information in this document does not constitute legal, tax, or financial advice.  We encourage you to discuss these options with your own professional advisors before deciding on the best choice for you.