Person signing real estate contract with agent.

Estate Planning Guide

Please review the various methods of giving presented below. If you love collecting, investing and dealing with silver dollars, please consider sharing your love to others by giving a tax deductible donation to the Institute for Silver Dollar Education and Research to support our efforts.

Methods of Giving

Bequests

Donors may designate the Institute for Silver Dollar Education and Research as a charitable beneficiary in a will. Some of the most common ways are:

As a sole beneficiary
As the beneficiary of a specific dollar amount
As the beneficiary of a percentage of the estate
As the beneficiary of the balance of an estate after other specific needs have been fulfilled
As a contingent beneficiary in case other beneficiaries do not survive

Trusts

Trusts are gift arrangements that are made now and provide the donor or other designated beneficiaries with current or future income, as well as tax benefits. An example is a Charitable Remainder Trust.

Life Insurance

Donors can name the Institute for Silver Dollar Education and Research as a beneficiary of an existing or new life insurance policy.

Retirement Plan

Donors can name the Institute for Silver Dollar Education and Research as a beneficiary of an IRA or other retirement plan.

Real or Personal Property

A gift of all or a portion of a numismatic collection, for example, may be the preferred way to make a gift. Shares of stock, real estate or precious metals would also be of help in supporting the Institute for Silver Dollar Education and Research efforts.

Please let us know…

We encourage you to let us know if you have already made a commitment to The Institute for Silver Dollar Education and Research through your will or other long-range financial plans so that we may thank you and recognize you. (You may, of course, make your gift anonymously.) If you are considering a planned gift, we can work with you and your advisors to ensure that your gift is administered correctly.

Contact Us

There are methods of giving to fit every situation. But no matter how or what you give, know that you will be helping an organization and hobby close to your heart. If there is anything we can assist with, please do not hesitate to contact:

Michaell S. Fey, Ph.D.

Chairman, Board of Governors

John Baumgart

Adapted from the American Numismatic Association Planned Giving - American Numismatic Association : American Numismatic Association

Bequeathment Document

The following includes several examples of suggested bequest wording to benefit the Institute for Silver Dollar Education and Research. Each individual situation is unique and, therefore, these examples include only some of the possible gift opportunities. We encourage you to share your final will provision with the Institute for Silver Dollar Education and Research to ensure that your wishes will be properly followed and recognized.

A. Percentage of estate for unrestricted purposes I give, devise, and bequeath to the Institute for Silver Dollar Education and Research, a not-for-profit organization located in Randolph, New Jersey, _____ percent (%) of the rest, residue, and remainder of my estate as an unrestricted gift to be used at the discretion of the Board of Governors for the general purposes of the Institute for Silver Dollar Education and Research, located in Randolph, New Jersey.

B. Percentage of estate for specific purposes with an endowment provision I give, devise, and bequeath to the Institute for Silver Dollar Education and Research, a not-for-profit organization located in Randolph, New Jersey, _____ percent (%) of the rest, residue, and remainder of my estate to establish the ____________________

ENDOWED FUND.

The principal of this Fund shall be invested as part of the Institute for Silver Dollar Education and Research’s permanent endowment and in accordance with its policies. The income therefrom is to be used by the Institute for Silver Dollar Education and Research located in Randolph New Jersey, for____________________________________. Contributions may be added to the Fund at any time. If changed circumstances should at some future time make it impractical to continue using the income from the Fund for the purpose designated, then the Institute for Silver Dollar Education and Research Board of Governors may redesignate the purpose for which the Fund's income may be distributed, provided that the Fund shall continue to bear the name ________________ ENDOWED FUND, and that the amended terms shall adhere as closely as possible to my original intent.

C. Specific amount for unrestricted purposes I give, devise, and bequeath to the Institute for Silver Dollar Education and Research, a not-for-profit organization located in Randolph, New Jersey, the sum of $_______ in cash or in-kind (or ________ shares of ________stock)

Bequeathment certificate for Davidian Seventh-Day Adventists.