PRC Planned Giving

We’re Here to Help Gifts of all sizes and types work together to support current and future work of the People's Resource Center. We’d love to hear what inspires you to give to PRC, and how we might help inform your decision.

Contact me to explore your options or share your intentions. I look forward to hearing from you!

peoplesrc.org 630-682-5402

Explore your options for giving

As we celebrate 50 years of People’s Resource Center, consider how you can support the next 50 years—and beyond.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

peoplesrc.org 630-682-5402

FIRST CLASS POSTAGE REQUIRED Post office will not deliver without proper postage.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Plan Your Legacy

Secure your future and the future of People’s Resource Center

Gifts That Make an Impact

Confidential Reply

In honor of our 50th year, we invite you to consider supporting People’s Resource Center with a legacy gift. There are many types of planned gifts and some of the most common options are presented below. We encourage you to consult with your financial and legal advisors regarding the best plan for your own circumstances.

Return this card Name _________________________________________________

Address _______________________________________________

Contact me to explore your options or share your intentions. Thanks for all you do for the PRC community!

City __________________________ State ________ Zip ________

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Phone _________________________________________________

GIFTS FROM YOUR IRA

Qualified charitable distributions You can instruct your IRA administrator to transfer all or part of your annual Required Minimum Distribution (RMD) directly to People’s Resource Center. You may also designate PRC as a beneficiary of your IRA, which can reduce the tax burden on your heirs.

GIFTS THROUGH WILL OR TRUST The most popular planned option

Making a gift to PRC through your will or living trust is an easy way to invest in the future. Your assets remain in your control during your lifetime, and you can modify your plans to address changing circumstances. Wills are easier and less expensive to set up than trusts, but trusts can offer additional flexibility and benefits such as privacy and the avoidance of probate.

APPRECIATED ASSETS

Stocks, Bonds, Mutual Fund Shares When you donate appreciated assets instead of cash, your gift costs you less than the amount People’s Resource Center receives! You will receive a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.

Email __________________________________________________ FOLD HERE

Let us know: I am ready for a conversation about my legacy planning journey and how I can support PRC. Please contact me.

I have already documented my estate gift to People’s Resource Center.

RETIREMENT PLAN ASSETS Simple and tax-smart

Designating PRC as a beneficiary of your retirement plan is one of the simplest and most tax-wise ways to make a planned gift.

All you need to do is update a form provided by your account custodian. Distributions made from retirement accounts to designated beneficiaries are taxed at ordinary income tax rates.

As a non-profit, PRC is tax-exempt and will receive the full amount of what is designated from your plan. This is one of the most tax-efficient ways to make a gift to PRC.

I have included PRC in my plans, but wish to be anonymous.

I plan to include People’s Resource Center in my plans someday.

If you’ve included People’s Resource Center in your estate plans but have not yet informed us, please let us know so we can welcome you to The Dorothy McIntyre Legacy Society.

Visit peoplesrc.planmygift.org for sample bequest language and more planning resources.

To mail: Detach, fold in half and tape closed at top.

Gifts That Make an Impact

Confidential Reply

In honor of our 50th year, we invite you to consider supporting People’s Resource Center with a legacy gift. There are many types of planned gifts and some of the most common options are presented below. We encourage you to consult with your financial and legal advisors regarding the best plan for your own circumstances.

Return this card Name _________________________________________________

Address _______________________________________________

Contact me to explore your options or share your intentions. Thanks for all you do for the PRC community!

City __________________________ State ________ Zip ________

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Phone _________________________________________________

GIFTS FROM YOUR IRA

Qualified charitable distributions You can instruct your IRA administrator to transfer all or part of your annual Required Minimum Distribution (RMD) directly to People’s Resource Center. You may also designate PRC as a beneficiary of your IRA, which can reduce the tax burden on your heirs.

GIFTS THROUGH WILL OR TRUST The most popular planned option

Making a gift to PRC through your will or living trust is an easy way to invest in the future. Your assets remain in your control during your lifetime, and you can modify your plans to address changing circumstances. Wills are easier and less expensive to set up than trusts, but trusts can offer additional flexibility and benefits such as privacy and the avoidance of probate.

APPRECIATED ASSETS

Stocks, Bonds, Mutual Fund Shares When you donate appreciated assets instead of cash, your gift costs you less than the amount People’s Resource Center receives! You will receive a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.

Email __________________________________________________ FOLD HERE

Let us know: I am ready for a conversation about my legacy planning journey and how I can support PRC. Please contact me.

I have already documented my estate gift to People’s Resource Center.

RETIREMENT PLAN ASSETS Simple and tax-smart

Designating PRC as a beneficiary of your retirement plan is one of the simplest and most tax-wise ways to make a planned gift.

All you need to do is update a form provided by your account custodian. Distributions made from retirement accounts to designated beneficiaries are taxed at ordinary income tax rates.

As a non-profit, PRC is tax-exempt and will receive the full amount of what is designated from your plan. This is one of the most tax-efficient ways to make a gift to PRC.

I have included PRC in my plans, but wish to be anonymous.

I plan to include People’s Resource Center in my plans someday.

If you’ve included People’s Resource Center in your estate plans but have not yet informed us, please let us know so we can welcome you to The Dorothy McIntyre Legacy Society.

Visit peoplesrc.planmygift.org for sample bequest language and more planning resources.

To mail: Detach, fold in half and tape closed at top.

Gifts That Make an Impact

Confidential Reply

In honor of our 50th year, we invite you to consider supporting People’s Resource Center with a legacy gift. There are many types of planned gifts and some of the most common options are presented below. We encourage you to consult with your financial and legal advisors regarding the best plan for your own circumstances.

Return this card Name _________________________________________________

Address _______________________________________________

Contact me to explore your options or share your intentions. Thanks for all you do for the PRC community!

City __________________________ State ________ Zip ________

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Phone _________________________________________________

GIFTS FROM YOUR IRA

Qualified charitable distributions You can instruct your IRA administrator to transfer all or part of your annual Required Minimum Distribution (RMD) directly to People’s Resource Center. You may also designate PRC as a beneficiary of your IRA, which can reduce the tax burden on your heirs.

GIFTS THROUGH WILL OR TRUST The most popular planned option

Making a gift to PRC through your will or living trust is an easy way to invest in the future. Your assets remain in your control during your lifetime, and you can modify your plans to address changing circumstances. Wills are easier and less expensive to set up than trusts, but trusts can offer additional flexibility and benefits such as privacy and the avoidance of probate.

APPRECIATED ASSETS

Stocks, Bonds, Mutual Fund Shares When you donate appreciated assets instead of cash, your gift costs you less than the amount People’s Resource Center receives! You will receive a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.

Email __________________________________________________ FOLD HERE

Let us know: I am ready for a conversation about my legacy planning journey and how I can support PRC. Please contact me.

I have already documented my estate gift to People’s Resource Center.

RETIREMENT PLAN ASSETS Simple and tax-smart

Designating PRC as a beneficiary of your retirement plan is one of the simplest and most tax-wise ways to make a planned gift.

All you need to do is update a form provided by your account custodian. Distributions made from retirement accounts to designated beneficiaries are taxed at ordinary income tax rates.

As a non-profit, PRC is tax-exempt and will receive the full amount of what is designated from your plan. This is one of the most tax-efficient ways to make a gift to PRC.

I have included PRC in my plans, but wish to be anonymous.

I plan to include People’s Resource Center in my plans someday.

If you’ve included People’s Resource Center in your estate plans but have not yet informed us, please let us know so we can welcome you to The Dorothy McIntyre Legacy Society.

Visit peoplesrc.planmygift.org for sample bequest language and more planning resources.

To mail: Detach, fold in half and tape closed at top.

We’re Here to Help Gifts of all sizes and types work together to support current and future work of the People's Resource Center. We’d love to hear what inspires you to give to PRC, and how we might help inform your decision.

Contact me to explore your options or share your intentions. I look forward to hearing from you!

peoplesrc.org 630-682-5402

Explore your options for giving

As we celebrate 50 years of People’s Resource Center, consider how you can support the next 50 years—and beyond.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

peoplesrc.org 630-682-5402

FIRST CLASS POSTAGE REQUIRED Post office will not deliver without proper postage.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Plan Your Legacy

Secure your future and the future of People’s Resource Center

We’re Here to Help Gifts of all sizes and types work together to support current and future work of the People's Resource Center. We’d love to hear what inspires you to give to PRC, and how we might help inform your decision.

Contact me to explore your options or share your intentions. I look forward to hearing from you!

peoplesrc.org 630-682-5402

Explore your options for giving

As we celebrate 50 years of People’s Resource Center, consider how you can support the next 50 years—and beyond.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

peoplesrc.org 630-682-5402

FIRST CLASS POSTAGE REQUIRED Post office will not deliver without proper postage.

People’s Resource Center 201 S. Naperville Road Wheaton, IL 60187

Michelle B. Clegg Director of Leadership Giving 630-384-1346 mclegg@peoplesrc.org

Plan Your Legacy

Secure your future and the future of People’s Resource Center