·
leaving
a bequest of any size (large or small), or
·
assigning
any part of a pension/retirement fund, IRA, insurance policy, or investment
account
to the Lions of
How do I become a
Legacy Club member? Name the Lions of
·
a
beneficiary of part of your estate, or
·
an
assignee of part of your pension/retirement fund, IRA, insurance policy, or
investment account.
Complete the application below and send it with appropriate documentation (for example, photocopies of beneficiary designation forms) to the address indicated. For more information, contact the Lions of Illinois Endowment Fund at 815-756-5633 or 800-955-5466.
What do I receive as a
Legacy Club member?
As a Legacy Club member, you receive a beautiful pin and the
satisfaction of knowing that, because of you, future generations of children
and adults in
How are
endowment funds used? The Lions of
Illinois Endowment Fund is a restricted fund of which the principal remains
intact. Only the income from this Fund can be used to support Lions of Illinois
Foundation programs and services for the visually and hearing impaired. The
Endowment Fund provides contributors with an opportunity to give a gift that
keeps on giving.
Are contributions
through wills, bequests, and trusts estate tax-deductible? Yes! Contributions through wills,
bequests, and trusts are estate tax-deductible to the extent allowed by law.
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— Legacy Club Application —
Name (please, print):
_______________________________________________________
Address:
_________________________________________________________________________
City:
________________________________________
State: _________ Zip: _______
Daytime
Phone: ______________________ e-mail:
______________________________
If applicable: District
_______ Club Name ____________________________________
Mail to:
Lions of
Attn.: Sherry Radek,