2023 Write a Will Events
FORT WAYNE CHILDREN’S ZOO (call for in-person or virtual appointment)
3411 Sherman Blvd., Fort Wayne, IN 46808 www.kidszoo.org
Contact: Clarissa Reis
260-427-6800
clarissa.reis@kidszoo.org
October 24: 1:00-4:00 pm
October 25: 8:00 am-Noon
Attorney: Charles Backs/Barnes & Thornburg LLP
FORT WAYNE MUSEUM OF ART
311 E. Main St., Fort Wayne, IN 46802 www.fwmoa.org
Contact: Ashley Stoneburner 260-422-6467 ashley.stoneburner@fwmoa.org
October 25: 9:00 am-Noon
Attorney: Leah Good/Troyer & Good PC
FORT WAYNE RESCUE MISSION (by appointment only) 404 E. Washington Blvd. Fort Wayne, IN 46802 www.fwrm.org
Contact: Laurie Brumbaugh 260-426-7357 x164 lbrumbaugh@fwrm.org
October 23-27: normal business hours
Attorney: Zachary Witte/Barrett McNagny LLP
HUMANE FORT WAYNE (by appointment only)
1333 Maycrest Dr., Fort Wayne, IN 46805 www.HumaneFW.org
Contact: Rachel Burkholder 260-609-3472 rburkholder@humanefw.org
October 24: 9:00 am-Noon
Attorney: Leah Good/Troyer & Good PC
THE LEAGUE (call for appointment)
5821 S. Anthony Blvd., Fort Wayne, IN 46816 www.the-league.org
Contact: Ron Clark 260-305-2711 ronc@the-league.org
October 24: 1:00-4:00 pm
October 25: 9:00 am-Noon
October 26: 8:00 am-Noon
October 27: 8:00 am-3:00 pm
Attorneys: Lindsay Koler/ Koler Law Office; Jeslynn Smith/Nugen Law; Charles Backs/ Barnes & Thornburg LLP; Ben Williams/ Shambaugh, Kast, Beck & Williams, LLP
THE LITERACY ALLIANCE
1005 W. Rudisill Blvd., Ste. 307 Fort Wayne, IN 46807 literacyalliance.org
Contact: Laura Weldon 260-265-1940
laura.weldon@fwliteracyalliance.org
October 24-26
Call for times
Attorney: Kyle Gough/Kyle Gough Law
MCMILLEN HEALTH
(by appointment only)
600 Jim Kelley Blvd., Fort Wayne, IN 46816 mcmillenhealth.org
Contact: Nicole Fairchild
260-456-4511
nfairchild@mcmillenhealth.org
October 24: 9:00 am-4:00 pm
Attorney: TBD
MUSTARD SEED FURNITURE BANK OF FORT WAYNE, INC� (by appointment only)
3636 Illinois Rd., Fort Wayne, IN 46804 www.mustardseedfortwayne.com
260-471-5802
director@mustardseedfortwayne.com
Call for dates and times
Attorney: TBD
PBS FORT WAYNE
(by appointment only)
2501 E. Coliseum Blvd., Fort Wayne, IN 46805 pbsfortwayne.org
Contact: Erin Arnold
260-482-6850
erinarnold@wfwa.org
October 24-27
Call for times
Attorney: TBD
PURDUE UNIVERSITY FORT WAYNE
PFW Office of Development and Alumni Relations, 4110 Crescent Ave. Fort Wayne, IN 46815 www.pfw.edu
Contact: Eve Colchin, Director of Development
260-481-6659
October 24: 3:30-6:00 pm
October 27: 9:00-11:00 am
To learn more, visit pfw.edu/weitzman or call 260-481-6962 today
Attorney: Josh White/Associate at Barnes and Thornburg LL
SCIENCE CENTRAL
1950 N. Clinton St., Fort Wayne, IN 46805 sciencecentral.org
Contact: Meredith Stumpf
260-424-2400
mstumpf@sciencecentral.org
October 23-27: 10:00 am-5:00 pm
Attorney: TBD
STILLWATER HOSPICE (FORMERLY VISITING NURSE) (call for appointment)
Peggy F. Murphy Community Grief Center, 5920 Homestead Rd., Fort Wayne, IN 46814 www.stillwater-hospice.org
Contact: Emily Lahr 260-435-2222
emilylahr@stillwater-hospice.org
October 23: 1:00 pm-4:00 pm
October 27: 9:00 am-Noon
Attorney: Heidi Adair & Troy Kiefer/Beers Mallers LLP
ST� VINCENT DE PAUL SOCIETY (by appointment only)
1600 S. Calhoun St., Fort Wayne, IN 46802 www.svdpsfw.org
Contact: Joshua Burkhardt 260-423-1311
October 23-27
Attorney: Joshua Burkhardt/Hunt Suedhoff Kearney LLP
TURNSTONE
3320 N. Clinton St., Fort Wayne, IN 46805 www.turnstone.org
Contact: Stephanie Coleman 260-483-2100 stephanie@turnstone.org
October 23-27
Call for times
Attorney: TBD
WBCL RADIO NETWORK (by appointment only)
1115 W. Rudisill Blvd., Fort Wayne, IN 46807 www.wbcl.org
Contact: Dana Green 260-745-0576
Dana@wbcl.org
October 23: 8:00 am-Noon and 1:00-5:00 pm
October 24: 8:00 am-Noon and 4:30-6:00 pm
October 25: 1:00-5:00 pm (appointments in Toledo, Ohio)
October 26: 1:00-6:00 pm (appointments in Bryan, Ohio)
Attorneys: Charles Backs/Barnes & Thornburg LLP; Gina Eisenhut/Sprunger & Sprunger - Bluffton; Troy Kiefer/Beers Mallers LLP; Michael Shaffer/Newcomer Shaffer Spangler Breininger & Rakes; Tracy Troyer/Troyer & Good, PC; Paulette Anderson/Covrett, Graeff & Wittenberg
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To avoid waiting, you are encouraged to call ahead to make an appointment at the site of your choice. (Some sites require a pre-set appointment.)
Sponsored by the Charitable Gift Planners of Northeast Indiana
JUST A FEW SAMPLES SHOWING CHARITABLE BEQUEST LANGUAGE
Your Attorney will advise you about your Will & Charitable Gift
UNRESTRICTED BEQUEST:
I give to (legal name of institution, address) the sum of $______ Dollars (or _____% or fraction of my adjusted gross estate) as a charitable gift for its general purposes.
RESTRICTED BEQUEST:
I give to (legal name of institution, address) the sum of $______ Dollars (or ___% of my adjusted gross estate) as a charitable gift to be used for (describe the purpose for the gift).
BEQUEST OF RESIDUARY ESTATE:
After making the above gifts to my family and specific persons, I give all remaining property owned by me at death, wherever located, to (legal name of charity, address).
UNRESTRICTED BEQUEST OF SPECIFIC PROPERTY, ENDOWMENT:
I give the following property to (legal name of institution, city and state) to be held as an endowment, the net income of which may, along with any appreciation (whether realized or unrealized), be spent for its general purposes: (describe property- real estate, gold jewelry, or valuable coin or art collection; insert specific description and where located.)
Created by Jane M. Gerardot. Visit our website at www.cgpni.com. This document provides general information only. You should rely on your attorney’s advice in all matters regarding your estate plan. The CGPNI committee does not prepare Wills and is not engaged in the practice of Law.
Write a Will 9
By participating in the Weitzman Society estate planning program and leaving a legacy gift, you ensure success for future generations of Purdue University Fort Wayne students. MAKE A DIFFERENCE FOR A MASTODON To learn more, visit pfw.edu/weitzman or call 260-481-6962 today. PFW_WriteAWill_Ad22_7.375x4.75.indd 2 8/30/22 12:25 PM
MAKE LEARNING YOUR LEGACY
by Janell Sprinkle, Attorney
People sometimes ask if a Will is necessary. This inquiry is often accompanied by the question, “Won’t my assets go to my spouse, children, or loved ones anyway?” The answer to this second question is no. Without a clear legal document outlining your intentions, Indiana state law determines how your estate is divided. This may or may not align with your wishes and can lead to additional stress for your loved ones during an already difficult time. For this reason and others, a Will is very necessary.
In the event you have minor children, a Will becomes crucial as it enables you to name a guardian and set additional terms as to the safeguarding of your child’s inheritance, thereby ensuring their continued well-being. An estate plan can also potentially reduce tax burdens, preserving more of your assets for loved ones, while also allowing you to name a trusted individual to carry out all of these wishes. Simply put, a Will carries out your intentions, serves as a safeguard against potential complications, and ensures the well-being of your dependents.
A Will is so important that our dedicated team of attorneys is offering free assistance to help you prepare your first Will. We at Beers Mallers, in continued support of our community, volunteer our time each year through our local “Write-A-Will” program. For over ten years, we have supported this worthy cause and stood behind our commitment to the community. Once again, this year, from October 23 - 27, 2023, at various locations throughout Fort Wayne, we will be meeting with individuals to discuss and prepare a Last Will and Testament.
If you have put off this important planning, the upcoming Write-A-Will event is a great opportunity to come and speak with one of our qualified attorneys. This service is at no cost when you include at least one charitable bequest. We hope to see you.
Facing a serious, potentially life-limiting illness can be frightening, both for the patient and the patient’s family. Stillwater Hospice, formerly Visiting Nurse, has helped thousands of Northeast Indiana residents struggling with end-of-life issues through our hospice, palliative and grief care programs that help families come together as they face the future. We proudly serve 12 counties of Northeast Indiana: Adams, Allen, Blackford, DeKalb, Grant, Huntington, Jay, Kosciusko, Noble, Wabash, Wells and Whitley.
We do so with your help. As an Indiana-based non-profit agency that has cared for the region since 1888, Stillwater Hospice will never turn away a patient because of an inability to pay. With the support of generous donors like you, we’ve been able to help patients and their families deal with the struggles and grief that come during a terminal illness.
Your donations to the Stillwater Hospice Foundation also help care for the most vulnerable patients in the region.
• You ensure that veteran patients are given the honor they deserve.
• You help purchase instruments for our music therapy program, which provides soothing music and companionship for those nearing the end of their journey.
• You support the work of our grief counselors, who provide their services at no charge to those who go on living.
You can become a monthly contributor to support our programs, and to establish a bequest to Stillwater Hospice, consider joining Josephine’s Society, for those who have committed to including Stillwater Hospice as a part of their estate plans. Your commitment to Stillwater Hospice will ensure that we can continue to provide compassion, comfort and guidance through life’s journey to our patients and their families.
Learn more about Stillwater Hospice’s programs by visiting www.stillwater-hospice.org or calling (260) 435-3222.
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in 1995, the Charitable Gift Planners of Northeast Indiana (CGPNI), formerly the Planned Giving Council of Northeast Indiana, is a nonprofit organization made up of charitable gift planning professionals such as attorneys, financial and estate planners, trust administrators, and investment and insurance specialists. Our members also include representatives from many local nonprofit organizations, including academic, religious, health, arts and culture, and social service organizations. The CGPNI is a member council of the National Association of Charitable Gift Planners (formerly the Partnership for Philanthropic Planning).
mission of CGPNI is to facilitate, coordinate, and encourage the education and training of the planned giving community, and to facilitate effective communication among its many different professionals.
more information and/or a membership application, Contact: Kiley Tate-Potts, 260-969-3113 or visit our website at www.cgpni.com shutterstock.com
Created
The
For
“A network of friends growing in holiness and building a more just world through personal relationships and service to people in need.”
We are called to help one another. What better way to help others than to contribute to an organization serving the poor in your community every day?
The Fort Wayne District of the St. Vincent de Paul Society began in 1944 and today, consists of 24 chapters in convenient locations throughout Northeast Indiana. Its goal is to serve those in need with love and compassion through the person-to-person service of dedicated volunteers.
What makes SVDP unique and special?
(1) Person-to-person service through home visits to assess client needs;
(2) Extraordinary accessibility for clients to relieve the burden of transportation; and
(3 Ability to act quickly and cut through the red tape to help people with urgent needs.
SVDP serves ALL people in need and does not discriminate; it respects the dignity of each person. Over 90% of the clients served by SVDP are not Catholic and the organization is a separate entity from the church. With only 18 staff members and over 800 volunteers, overhead expenses are kept to a minimum to maximize the impact of donor funds.
Over 30,000 low-income individuals were helped last year through the many caring programs of the St. Vincent de Paul Society:
SVDP feeds the hungry through 12 food pantries, prevents evictions and utility shutoffs through the financial assistance program, drives people to medical appointments with the Care Van, builds furniture in the Woodshop, does home repairs through the Carpenter’s Sons Ministry, and provides free clothing and furniture through a voucher program at the SVDP Thrift Store.
SVDP develops trust and personal connections to help clients feel valued and more hopeful about the future. We empower our most vulnerable neighbors to move toward stability and self-sufficiency. Join us to grow in your spirituality and help us help others!
We invite you to check out our website to learn more (www. svdpsfw.org) or contact Lara Schreck at (260) 456-3561 x120.
Write a Will 11 INVEST IN THE NEXT GENERATION OF HEALTH PROFESSIONALS Learn more: iufw.edu/alumni-giving or call (260) 257-6785
Did you know that less than 50% of Americans have a will?
It’s never too soon to have a plan in place. Adults of any age with assets including property, savings, retirement accounts, or investments should have a will.
TOP REASONS WHY YOU SHOULD HAVE A WILL
• Your final wishes for the distribution of your assets are clearly stated.
A trusted individual can be named to manage your estate.
• Parents with minor children or dependents can name guardians for their care.
• You can support your favorite cause and leave a lasting legacy.
• You and your family will have peace of mind knowing your plans are in place.
The League encourages you to consider preparing a will, trust, or beneficiary designation – whichever makes the most sense for you.
When you create your estate plan, please consider a legacy commitment to the League. Your legacy commitment supports the League’s mission to provide and promote opportunities that empower people with disabilities to achieve their potential.
• Legacy gifts cost you nothing now. Simply notify us of your plans to leave a gift to the League through your will, trust, retirement plan, or other assets.
• You can change your mind at any time.
• There is no minimum gift required. Every legacy gift makes a difference.
The League:
• Adaptive Equipment
• Braille
• Benefit Enrollment Center
• DeafLink – Interpretive Services
• Home Care Plus
• Home Health Care Plus
• Inclusion Institute
• Independent Living Skills
• Individual & Systems Advocacy
• Information & Referral
• Orientation & Mobility
• Peer Support
• Senior Blind Services
• Transition to Community Living
• Volunteer Support
• Youth Services
Assists all people of all ages living with disabilities. We have expanded our coverage over fourteen counties in the Northeast Indiana. Establish
12 www.cgpni.com You have the power to just like this one, for generations to come. MAKE MEMORIES POSSIBLE Join the Fort Wayne Children’s Zoo for Write-A-Will week. Call 260-427-6800, ext. 153 to schedule your free and confidential appointment. IN PERSON AND VIRTUAL OPTIONS AVAILABLE. Attorney Shannon Connors of Shambaugh, Kast, Beck & Williams, LLP will be available 6316 MUTUAL DRIVE, FORT WAYNE, IN 46825 Leave a legacy in your community by participating in Write a Will Day Leave a legacy in your community by participating in Write a Will Day Write A Will Day October 26 from 1 to 6 p.m. for our Write A Will Day Please call (260) 484-9560 to make an appointment
your legacy during this year’s
Week which will ensure The League to continue its positive impact in our community.
at
to
of
Write-a-Will
Contact The League
260-441-0551
schedule your appointment with one
our volunteer attorneys.
When you hear the word “estate” you may think of a large home on a rambling piece of land. You may also think that only wealthy people have an estate. A person’s collection of accumulated assets such as real estate, cars, and cash makes up an estate.
Setting up a formal estate plan allows for assets to be transferred per your wishes. These legal documents can make it easier for your family to ensure that your wishes and needs are met.
Cancer Services encourages everyone to be prepared by participating in the 2023 Write a Will event. Shannon Connors, JD, who grew up in Grabill, IN, is a member of the Allen County, Indiana State and American Bar Associations. Shannon earned a Bachelor of Arts degree from Purdue University and a Juris Doctor degree from Indiana University, Robert H. McKinney School of Law. Shannon will offer her expertise from 1 pm to 6 pm on Thursday, October 26, 2023, at Cancer Services, 6316 Mutual Drive. She will meet with you one-on-one and create a simple Will at no cost. The only requirement is that you include a charitable gift in your Will.
A Cancer Services of Northeast Indiana donor recently shared, “Having a Will is important to me to let my family know how I would like my property managed at my death. I know that it will ease their burden and decision-making. I also appreciate that by participating in Write a Will I can ensure that I can pay it forward through my bequest.”
While we hope you will consider making a gift to Cancer Services, you may give to any charitable cause close to your heart.
Please call 260-255-3750 or email Lhayes@cancerservices.org to schedule an appointment to prepare your Will.
Write a Will 13 Please call Lindsay Koler, Koler Law at 260-449-9621 to schedule an appointment. JOIN US TODAY! Life-Sustaining & Purposeful Connections! WILL SUSTAIN ACCESS TO Healthcare Employment Field Trips Family atherin s Once-in-a-lifetime Opport nities Your Legacy Gift CTN CAN PROVIDE WITH YOUR HELP 260.420.3280
Write a Will Thursday, October 26, 2023 1:00 p.m. – 6:00 p.m. WILLS • TRUSTS • ELDER LAW 6303 Constitution Dr., Fort Wayne, IN 46804 260.440.3241 www.TroyerGood.com
Tracy Troyer Attorney
Leah Good Attorney
Shannon Conners
For more than a century, Indiana University has connected Fort Wayne residents to affordable degrees that make a powerful impact locally. Each year, hundreds of IU graduates go on to work and serve our neighbors across northeast Indiana. In fact, more than 87 percent of IU Fort Wayne graduates remain local, strengthening Fort Wayne’s economy.
Recently a local retiree chose to include IU Fort Wayne in their trust and beneficiary documents and selected our Fort Wayne campus for an endowed scholarship. As we were discussing how a student might be selected for this award, this generous donor shared how a close friend and several relatives all have committed their professional journey to the healthcare and medical fields. In choosing to endow a scholarship at IU Fort Wayne, she was continuing her family’s commitment to serving others, as well as supporting our community's needs towards health and well-being.
Perhaps, you are a local IU alum, from either the Bloomington or IUPUI campus. Or perhaps, you’re a proud local IU Fort Wayne (formerly IPFW) graduate. Maybe a loved one is an IU student or graduate. Your financial support of IU Fort Wayne students makes their success that much more likely!
You’re invested here. Now we are asking you to help our students by becoming a part of the IU family when you consider a planned or estate gift to help support talented future health, wellness, and clinical professionals.
A generous bequest to Indiana University Foundation to benefit IU Fort Wayne builds scholarships for local talented students. You become part of the effort to help our academic leaders train the next generation of healthcare heroes.
Today’s Indiana University Fort Wayne students receive world-class health professions education to make our community stronger. Your generosity strengthens our high-quality education and supports the second-largest employment sector in northeast Indiana – healthcare. Be a part of our students’ success by investing today!
Learn more at fortwayne.iu.edu/alumni-giving
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Do you have a favorite memory of visiting Fort Wayne Children’s Zoo?
Whether you’ve lived in the Fort Wayne area your entire life or just a short time, it’s hard to imagine what this community would be like without the magic of the Zoo. Since opening in 1965, Fort Wayne Children’s Zoo has welcomed more than 21 million children and families to its 40+ acre campus where they can connect with animals, enjoy quality time together, and be inspired to care about the world around them.
While many national media outlets have tried to pinpoint what makes Fort Wayne Children’s Zoo a special place, having named us on several “Top Ten” lists of the best zoos for more than a decade, we know what makes the Zoo special. It’s you.
Unlike most Zoos across the United States, Fort Wayne Children’s Zoo does not receive tax support for daily operations. The secret to the Zoo’s success has been the incredible support provided through memberships, admissions, donations, and rides. That’s right, each time you fed a giraffe or rode the carousel, you made a difference!
By remembering Fort Wayne Children’s Zoo in your will, you become an essential part of the fabric that makes our Zoo the place you love to visit again and again. Your gift makes a lot of things possible – from feeding the animals, providing programs to schoolchildren, keeping rides in tip-top shape, and creating new exhibits for children to explore. Essentially, your gift will allow the next generation to create thousands of their own special Zoo memories.
We invite any community member who has included the Zoo in their will to join the Zoo’s Legacy Society. This group typically enjoys an annual gathering where they receive the inside scoop on everything happening at the Zoo and updates throughout the year. If you are thinking about including the Zoo in your will, we invite you to join us for Write a Will week. If you already have, we encourage you to call us at 260-427-2040 so we can send you an invitation to our next annual gathering.
