Planned & Estate Giving


Making a planned gift to Resource Center Dallas is a wise investment that can provide valuable tax benefits and income both for you and your loved ones. It’s simple: You just make Resource Center Dallas a beneficiary in your will, retirement plan, life insurance, trusts or other estate planning vehicles.

With just a little planning, you can make sure your loved ones and your community are supported far into the future. We encourage you to act today to plan future gifts that will benefit the LGBT and HIV+ communities for decades to come.

When you make a planned gift, you become a member of the Legacy Society, a growing group of individuals who have taken the initiative to support the LGBT and HIV+ communities by including Resource Center Dallas in their estate plans.

Resource Center Tax ID # 75-1892059.

For more information about planned giving, contact Shannon McKay at 214-540-4424 or email  This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

 

Learn About The Legacy Society

The Legacy Society recognizes and honors people who have advised us of their plans to give a future gift to support the LGBT and HIV+ communities by including Resource Center Dallas in their estate plans. Already, many forward thinking supporters have joined the Legacy Society by letting us know that they have made the Center a beneficiary of their wills, retirement plans, life insurance, trusts or other estate-planning vehicles.

Your gift can provide general operating support for the Center’s programs or be directed toward the capital campaign to help the Center build for the future and ensure a healthy, strong community for years to come.

Members of the Legacy Society receive an array of benefits, ranging from our newsletter, to meetings with key Resource Center Dallas leaders and invitations to special events. Please consider joining other generous members of the community and giving a part of your estate, large or small, to the Center.

Membership in the Legacy Society is established upon receipt of the Legacy Society Enrollment Form.

All terms of the gift remain private and confidential. Members can choose to remain anonymous or have their names published in various Resource Center Dallas publications.

 

Ways to Give

There are numerous giving vehicles to help the Center. Please consult with a financial advisor to determine which is best for your needs and desire to support our programs.

Designate the Center in Your Will
You can leave a percentage of your estate, a fixed amount, or a residual bequest (the amount left after gifts to loved ones or charity have been made) to the Center.

Charitable Remainder Trusts
With a charitable remainder trust, you can receive income each year for the rest of your life from assets you give to the trust you create. Your income can be either variable or a fixed amount. After your lifetime, the balance in the trust goes to the charities of your choice.

Charitable Lead Trust
This is an excellent gift option for those who wish to make a charitable gift of income interest while ultimately passing substantial amounts of property to non-charitable beneficiaries or heirs. The income from the trust is directed to Resource Center Dallas during your lifetime and the principal of your gift reverts to you or your heirs.

 

Where to Focus Your  Gifts

You have several options for where you can designate your planned gifts. Resource Center Dallas appreciates that each donor has interests in specific areas of our many services. We also offer naming opportunities to our donors as a way to memorialize a loved one or honor an individual or family. Please contact our office for specific information on the wording for each of the following options.

Resource Center Dallas Endowment
Resource Center Dallas Capital Campaign
Programs of Resource Center Dallas
A specific area of interest

 

A Gift in your will: Getting Started

You can leave a percentage of your estate, a fixed amount, or a residual bequest (the amount left after gifts to loved ones or charity have been made) to the Center. We hope you consider including a gift to Resource Center Dallas in your will or living trust. Called a charitable bequest, this type of gift offers these main benefits:

Simplicity. Just a few sentences in your will or trust are all that is needed. You may find the following bequest language helpful when incorporating a gift to the Resource Center Dallas in your will: "I give [cash amount, percentage amount, or property you are giving] to the Resource Center of Dallas, Inc., located in Dallas, Texas, for its general charitable uses and purposes.”

Flexibility. Because you are not actually making a gift until after your lifetime, you can change your mind at any time.

Versatility. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us.

Tax Relief. Your estate is entitled to an estate tax charitable deduction for the gift's full value.

 

Find an Advisor

Resource Center Dallas provides this list as a convenience to our website users. Please note that the Center is not responsible for any professional advisor's conduct, statements, or advice or for the terms (including fee and payment terms) governing any engagement resulting from connections made through the resources listed below. Resource Center Dallas disclaims all liability for any damages or loss caused by the statements, conduct (professional or otherwise), actions or omissions of any advisor contacted through these resources. You should make your own determination as to whether a specific advisor is qualified to meet your needs.

 

J. Ronald Allen
Certified Public Accountant
Ron Allen CPA, PC
2909 Cole Avenue, Suite 300
Dallas TX 75204
(214) 954-0042
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www.ronallencpa.com

Rick Aishman
Certified Public Accountant
Rick Aishman, PC
3625 N. Hall Street, Suite 540
Dallas TX 75219
(214) 520-7363
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www.aishmanphipps.com

Alan H. Levi
Certified Public Accountant
Alan H Levi, PC
3710 Rawlins Street, Suite 860, LB 16
Dallas TX 75219
(214) 559-0008 ext. 510
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.alanlevicpa.com

Carol Meyer
Financial Advisor
Merrill Lynch – The Meyer Group
13355 Noel Road, Suite 700
Dallas TX 75240
(972) 980-8666
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www.fa.ml.com/themeyergroup

Judy S. Sherman
Financial Advisor
Nexus Advisors, LLC
10000 N. Central Expressway, Suite 1200
Dallas, Texas 75231
(972) 348-6350
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Julie K. Hash
Financial Advisor
Merrill Lynch – The Meyer Group
13355 Noel Road, Suite 700
Dallas TX 75240-1510
(972) 980-8667
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www.fa.ml.com/themeyergroup

Lorie L. Burch
Attorney at Law
Law Office Of Lorie L. Burch
7920 Belt Line Road, Suite 750
Dallas TX 75254
(972) 385-0558
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www.burch-law.com

Linda Wiland
Attorney at Law
Blankenship, Wiland & O’Connor
8111 Preston Road
Dallas, Texas 75225, Suite 950
(214) 691-3400
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Rebecca S. Covell
Attorney at Law
Law Offices of Rebecca S. Covell
3710 Rawlins St., #950
Dallas TX 75219-4469
(214) 443-0300
This e-mail address is being protected from spambots. You need JavaScript enabled to view it
www.doorlaw.com

John F. Bergner
Attorney at Law
Winstead, Sechrest, & Minick
1201 Elm Street, Suite 5400
Dallas TX 75270-2199
(214) 745-5289
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www.winstead.com/Attorneys/jbergner

 

OUR SUPPORTERS

  • Ben E. Keith

    Ben E. Keith

    Thank you to our ongoing supporters. Please patronize these businesses and show your appreciation for their support of Resource Center Dallas

     

  • MAC AIDS Fund

    MAC AIDS Fund

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    Dallas Voice

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  • American Airlines

    AA.com/rainbow

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    Caven

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