Leaving a Legacy

PHILANTHROPY

Leaving a Legacy

Thank you for your ongoing support of SourcePoint. Each donation to the Delaware County nonprofit supports in-home care services like Meals on Wheels and personal care—services that help local seniors live safely and independently at home, where they want to be. Gifts support community programs like fitness classes, Medicare counseling, and caregiver support—programs that help us all live well as we age. We simply couldn’t fulfill our mission without you. As you may know, there are many ways to make a gift to SourcePoint: • An end-of-the-year gift during our annual campaign. At special events like our Boxed Lunch Fundraiser and Fall Fundraiser. Gifts during special requests, such as last year’s COVID-19 campaign. A gift each month through our monthly giving program.

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Columbus | Delaware | Grove City | Westerville Planned gifts, such as bequests, wills, estates, IRAs, and insurance policies. This is also known as legacy giving.

Let’s talk about legacy giving by your will or estate.

There is never a good time to think about when to write or update your will or estate plan. Yet, today is the perfect day. Once completed, you will have peace of mind. Your life savings and investments are important to you and your family so take the time to create your will. My husband and I updated ours about four years ago, and now we need to update it again because we will soon have another grandchild. A will is an evergreen tool that reflects your personal values and protects what is most important to you. Once you complete it, you won’t need to change it until you have another lifestyle change. If you support our organization’s efforts to make Delaware County the best place to thrive after 55, consider leaving a legacy gift to SourcePoint—so your cherished values support future generations in our community. The following language can be used if you are considering making a bequest within your estate to SourcePoint. (Please note this language is not intended to serve as legal or tax advice and we strongly suggest you consult with your own advisors prior to making a bequest to any organization, including SourcePoint.)

Percentage of Will/Estate

I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to SourcePoint, a nonprofit organization located at 800 Cheshire Road, Delaware, OH, 43015, Federal Tax ID #31-1354284, for the benefit of _________________. (e.g., All Programs) Julie Zdanowicz is the development officer at SourcePoint, a 501(c)(3) nonprofit organization (EIN 31-1354284) and gold-level Guidestar participant. For more information on giving to SourcePoint, contact Julie "Z" at 740-363-6677 or give@MySourcePoint.org.