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WAYS TO GIVE

Donor Spotlight:

Beatrice ‘Bea’ Berman Donate to the Diabetes Research Institute Foundation with Your Donor-Advised Fund

The Diabetes Research Institute (DRI) and Foundation would like to recognize and thank the late Beatrice ‘Bea’ Berman. Like many others living with diabetes, Bea struggled to manage her blood sugars, and with age, her diabetes became increasingly problematic, impacting her overall health and well-being. This motivated her to help others avoid what she experienced. Her generous bequest of $300,000 will help advance cure-focused research at the DRI.

You can make a meaningful difference with your charitable giving by donating to the Diabetes Research Institute Foundation through your Donor-Advised Fund (DAF). A DAF is a charitable investment account that allows you to recommend grants to nonprofits of your choice. Contributions to a DAF are tax-deductible, and any investment growth is tax-free. If you have a DAF with a financial institution, donating to DRIF is as easy as mailing your donation to our address or using our secure DAF Direct link. If you don’t have a DAF, you can easily set one up with your financial advisor.

A resident of Utah, Bea worked as a receptionist at Rocky Mountain Mechanical for over forty years. Her warmth, kindness, and gratitude made her beloved by coworkers and clients alike. Bea was an avid reader, music lover, and a fan of TV shows like “CSI” and “Star Trek.” Her husband Howard passed away in 1985, but her co-workers were her extended family. They were concerned about her and went to her home to check on her in the mornings when she was late for work, finding her on the verge of diabetic coma.

Your donation to the Diabetes Research Institute Foundation will go towards supporting our research initiatives and developing new treatments for diabetes. To ensure we acknowledge your generosity, please ask your financial institution to include your name, fund name, and address along with your gift.

“Bea always wore a smile…and our company’s vendors commented how nice it was to have Bea greet them when they came through the front door,” explained Tom Heward who worked with Bea and served as the executor of her estate.

Thank you for your continued support in our mission to find a cure for diabetes! Visit our website to learn more.

When making the gift, Tom Heward issued a challenge to match Bea’s contribution with the hope that her gift would be doubled. We are honored to receive Bea’s legacy gift which will help change the lives of diabetes patients like her.

For more information about donor-advised funds, please visit: DiabetesResearch.org/donor-advised-funds

Your Legacy Gift:

Find Out if Your Employer Has a Matching Gift Program and Double Your Gift to the Diabetes Research Institute Foundation!

Thoughtful and generous supporters who have included the Diabetes Research Institute (DRI) Foundation in their estate plans or made contributions through designated giving vehicles are the powerful sustaining heartbeat of the DRI’s research programs. The DRI Heritage Society pays tribute to these special individuals whose commitments provide a pipeline of critical funding, ensuring that cure-focused research continues into the future.

Each year, many companies support nonprofits by distributing hundreds of millions of dollars in matching gift donations. Companies that offer matching gift programs reward employees who make charitable contributions by increasing the impact of their gifts.

A Catalyst for a Cure

Many of our supporters have made gifts to the DRI Foundation in ways that complement their financial objectives. You can arrange a legacy gift by designating the Diabetes Research Institute Foundation as a beneficiary of your will, living trust, IRA, charitable remainder or lead trust, life insurance policy, or another deferred type of gift. Informing us of your plans is important for several reasons: •C ommunicating your wishes to us ensures that we utilize your gift as intended. • I t allows us to recognize you as a member of the DRI Heritage Society and express our gratitude during your lifetime. •A s a member of the DRI Heritage Society you inspire others to establish their own legacy gifts.

To learn more visit: DiabetesResearch.org/Ways-to-Give

How Does This Work? After making your donation to the Diabetes Research Institute Foundation, you can complete a matching gift form and submit it to your company’s HR department. Your company will make a contribution to match your gift. Some companies may even double or triple the size of your gift! As a DRI Heritage Society member you may enjoy benefits including: • A uniquely designed award as an expression of our appreciation. • Recognition on a wall of honor at the DRI. • Ultimately, upon receipt of the gift, your name will be inscribed on the designated wall within the DRI reflecting your cumulative giving level.

To find out if your employer has a matching gift program contact your HR department or visit DiabetesResearch.org, click on the orange donate button and enter your company in the search bar at the bottom of the page.

For more information about our Corporate Match Program, please visit: Diabetesresearch.org/how-you-can-help/

Through thoughtful long-term planning, members of the DRI Heritage Society are achieving personal, family, and philanthropic goals, and creating a true legacy beyond their lifetimes. To discuss strategies for planning a gift, or notify us of your legacy gift, please contact Jill Shapiro Miller at (954) 674-3205 or at jshapiro@drif.org.

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