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‘Building for the needs and services of tomorrow’

Last updated: December 17. 2013 1:24PM - 434 Views
By Sharon Smith PCCOA



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The Preble County Council on Aging strives to help older adults remain in their homes, and live as independently as possible for as long as possible. As the number of older adults and costs increase, it is important that valuable services and programs of the agency continue into the future. With the help of funds contributed to the Preble County Council on Aging (PCCOA) Endowment fund, services will be there for county residents most in need.


You can make a difference!


As a donor, there are various ways you can give to the PCCOA Endowment Fund. Gifts of all sizes in many forms are welcome. The various forms and timing of your gift also provide flexibility in meeting a variety of tax and estate planning objectives of value to you. Since the Preble County Council on Aging is classified as a 501(c)(3) nonprofit organization under the federal tax code, your gift may be fully deductible for income, gift, and estate tax purposes. (Please consult your tax advisor for assistance.)


Another advantage is that the gift you make today will continue to support the agency in your name in the future. To ensure the stability and security of funds over the long term, we have partnered with the Dayton Foundation, a regional community group with a long history of fund management success with other area non-profits.


The Dayton Foundation, established in 1921, serves the multi-county Greater Miami Valley. The Foundation helps donors find the best and most tax-wise ways to achieve their charitable goals, and provides grants and leadership to help meet present and future community needs. For more information about The Dayton Foundation and its services for donors, not-for-profit organizations and professional advisors, visit www.daytonfoundation.org. or call 937- 222-0410.


Ways to “Leave a legacy.”


• Prepare a will. Only 50 percent of those who pass away have one. Without a will, you lose control of the possessions you worked a lifetime to acquire.


• Leave a gift in your will for the charitable organizations that made a difference in your life. Less than 3% of all wills settled contain a charitable provision. Imagine the positive impact on our community if everyone made a donation to a favorite nonprofit, even modesty.


• Leave a specific dollar amount or a percentage of the assets in your will to your favorite charity. The provision can be part of a new will or added to your existing will as a codicil.


• Consider using assets for your charitable gift. These can include, but aren’t limited to: stocks, bonds, CDs, real estate, vehicles, art and jewelry. Such gifts even may provide tax savings.


• Name your favorite charity or nonprofit as the beneficiary of your IRA or pension plan.


• Purchase new life insurance policy naming your favorite charity or nonprofit as the beneficiary.


• Name your favorite charity or nonprofit as the beneficiary of an existing life insurance policy.


• Remember deceased loved ones with memorial gifts to charities or nonprofits.


• Encourage family members and friends to leave gifts to charities or nonprofits in their wills.


• Ask your financial advisers to include charitable giving as part of their counsel to other clients.


These are just some of the options available to help you make charitable giving choices that are right for you. For more information on how you can leave a legacy, talk to your tax advisor, attorney, or estate planner. If you have any questions about PCCOA, please call Shelley Ratliff, Executive Director, at 937-456-4947. Thank you for your support.


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