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Planned Giving

Are you considering making a planned gift to support programs for individuals with differing abilities? Your legacy will provide brighter futures for years to come.

Wills and Estates

In just one sentence*, you can complete your planned gift. Whether a specific amount or a percentage of your estate, this donation to Lumibility in your will or living trust helps ensure that the needs of local individuals are met for years to come. Many supporters choose to make an unrestricted bequest, which allows Lumibility to apply your gift to the area of greatest need. However, restricted gifts (gifts made for a designated purpose as to a particular Lumibility program) are equally impactful.

*Suggested sentence: “I give to Lumibility, a nonprofit corporation currently located at 1620 Boston Post Road, Westbrook, CT 06498, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”

Beneficiary Designation

A beneficiary designation allows you to support what matters most to you using assets you already have while retaining flexibility. It is a perfect giving instrument in place of or in addition to making a gift to Lumibility in your will. Some common ways of making a beneficiary designation include through:

IRAs and retirement plans (If you’re 70 1⁄2 or older, you can also use your IRA to benefit individuals with differing abilities right now. Click here to learn more.)

Life insurance policies

Donor-advised funds

Commercial annuities

Naming Lumibility as a beneficiary of one of your accounts is quick, easy, and simple. Here’s how:

For a change-of-beneficiary form, contact the administrator of your retirement plan, insurance policy, bank account, or donor-advised fund, or download it from your provider’s website.

Decide what percentage (1 to 100) you would like Lumibility to receive and name Lumibility, along with the percentage you chose, on the beneficiary form.

Return the completed form to your plan administrator, insurance company, bank, or financial institution.

When you make a charitable gift to Lumibility in your estate plans, you become a part of its Legacy Society, a group of individuals who, like you, have chosen to leave a lasting testament to your care for individuals with differing abilities. Members of the Legacy Society serve a critical role in sustaining Lumibility’s programs and services in the future.

For Professional Advisors

Legal name: Lumibility Inc.
Federal tax ID number: 06-6011353
Headquarters: 1620 Boston Post Road, Suite 200, Westbrook, CT 06498