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Planned Giving

Investing in a Better Future for Children

Tim Daniel

Tim Daniel 

Retired Dallas engineer Tim Daniel has been sponsoring girls and boys through Save the Children in the Philippines and Bangladesh for 15 years. During that time, he has also been a globetrotter, having traveled throughout Asia, the Middle East, Europe and South America for work and pleasure. In late September, he began a 23-day boat trip from San Diego to Australia, where he indulged his passion for reading history and visiting cultural sites.

One of his more memorable trips involved meeting his sponsored child Roshel-An and her family in a community south of Manila in the Philippines. "I was impressed by the well-designed Save the Children programs, and I noted how modest sponsorship contributions made large differences in the lives of the children," Tim says.

Roshel-An was only 4 or 5 years old when they met. Her parents told Save the Children staff that she was so nervous the night before the visit that she couldn't sleep. Tim was impressed by the strength of her family. "Roshel-An's father was an itinerant fisherman who hired out daily to work on the boats, which were docked near their home." Tim recounts that a Save the Children staff member took him to a community center where he met Roshel-An and her family. He also visited her school, which was supported by Save the Children.

Tim Daniels in PhilippinesWhen prompted by the passing of his father to do his own estate planning, Tim unhesitatingly included Save the Children in his will. "I don't have children," he says, "but I believe that if given a chance, children in the developing world and low-income areas of the U.S. can do well. I included Save the Children in my plans because I knew my money would be spent efficiently and would clearly benefit future generations."

Tim says that leaving Save the Children in his plans is a worthwhile investment — one that will create greater opportunities for many disadvantaged children in the years to come.

Join Tim Daniel in providing children a strong start in life. Contact the Office of Planned Giving at 800.544.4470 or for details on how the simple act of including Save the Children in your will or other financial plans can transform children’s lives and futures.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Save the Children a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Save the Children, tax ID number 06-0726487, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Save the Children or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Save the Children as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Save the Children as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Save the Children where you agree to make a gift to Save the Children and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

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