Gifts That Cost You Nothing Now

Gifts in a will or by beneficiary designation are two easy ways to give young people the chance to pursue their dreams for years to come — and they don’t cost anything now.

Gifts in a Will

Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for Eckerd Connects. By simply signing your name, you can create a legacy of giving every child the second chance they deserve. 

Once you have provided for your loved ones, we hope you will consider improving long-term outcomes for all young people part of your life story through a legacy gift.

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A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:

NO COST

Costs you nothing now to give in this way.

FLEXIBLE

You can alter your gift or change your mind at any time and for any reason.

LASTING IMPACT

Create your legacy of helping children achieve long-term success.

4 simple, “no-cost-now” ways to give in your will:

General gift

Leaves a gift of a stated sum of money to Eckerd Connects in your will or living trust. 

Residual gift
Leaves what is left over after all other debts, taxes, and other expenses have been paid.
Specific gift

Leaves a specific dollar amount, percentage or fraction of an estate, or specific items such as collections, art, books or jewelry.

Contingent gift
Leaves a stated amount or share only if a spouse, family member or other heir/beneficiary does not live longer than you. In other words, your gift is contingent upon whether or not they survive after you.

You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to Eckerd Connects contingent upon the survival of your spouse.

Gifts by Beneficiary Designation

It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use by engaging and empowering families in your community — and it costs you nothing now.

By naming Eckerd Connects as a beneficiary of these assets, you can power our mission for years to come and establish your personal legacy of giving young people who face adversity in their childhood a brighter, more prosperous future.

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Potential benefits of gifts by beneficiary designation:

Reduce or eliminate taxes

Reduce or avoid probate fees

No cost to you now to give

Create your legacy with Eckerd Connects

To name Eckerd Connects as a beneficiary of an asset, contact the custodian of that asset to see whether a change of beneficiary form must be completed.

How to Change a Beneficiary Designation

Login to your account or request a Change of Beneficiary Form from your custodian (the business holding your money or assets).

Follow the links to change your beneficiary or fill out the form.

k

Be sure to spell the name of our organization properly: Eckerd Connects

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Include our tax identification number: 59-2551416

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Save or submit your information online or return your Change of Beneficiary Form.

Types of Gifts

A gift of retirement funds

You can simply name Eckerd Connects as a beneficiary of your retirement plan to change lives by helping people in your community reach their fullest potential.

A gift of funds remaining in your bank accounts, brokerage accounts or certificate of deposit (CD)

This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank or other financial institution, you can name Eckerd Connects (Tax ID: 59-2551416) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward giving children and their families a second chance for generations to come.

Donor-Advised Fund (DAF) residuals

What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name Eckerd Connects as a “successor” of your account or a portion of your account value, you enable relationship-building based on trust, honesty and integrity.

Savings bonds

If you have bonds that have stopped earning interest and you plan to redeem them, you might owe income tax on the appreciation. That could result in your heirs receiving only a fraction of the value of the bonds in which you invested. Since Eckerd Connects is a tax-exempt institution, naming us as a beneficiary means that 100% of your gift will go toward innovative solutions that transform lives.

Complimentary Gift Planning Resources are Just a Click Away!