Planned Giving

Provide life-changing opportunities for individuals with developmental disabilities with a planned gift to The Summit Center. Planned gifts are donations related to a donor’s overall financial or estate plans. You do not need a large estate to make a planned gift, just the intention of making a difference.

A planned gift is a lasting expression of your beliefs: that people with disabilities deserve abundant rich experiences, that our world is better a place when everyone can achieve their full potential. Let us know of your intentions by enrolling in the Vista Legacy Society. As an added bonus, it may encourage others to examine how they, too, can have an enduring impact on The Summit Center’s future.

If you’ve left a gift to The Summit Center in your will, or made other financial plans to support our work, join the Vista Legacy Society. We’d love to say thank you (even if you’d like to be anonymous for recognition purposes).

Honoring Your Support
With deep appreciation, you’ll receive the following benefits as a Vista Legacy Society member:

• Behind-the-scenes tour of Summit Academy
• Invitation to our donor appreciation event
• Invitation to other special events
• Recognition on our website
• Recognition in our annual report

Ways to Make a Planned Gift

• Bequest in your will
• Stock transfer
• Life insurance
• Retirement account
• Traditional IRA
• Real estate
• Charitable gift annuity
• Charitable lead trust

Sample Language for a Bequest
“I, [name], of [city, state, ZIP], give, devise and bequeath [written amount or percentage of the estate or description of property] to The Summit Center Inc., tax ID 16-1095750, for its unrestricted use and purpose.”

Often, charitable bequests can be made by simply adding a codicil to an existing will. Check with your attorney or estate planner to see if you can amend your existing will with a codicil.

Questions?
Contact Kara Lee, Director of Development
75 Pineview Dr, Suite 200
Amherst, NY 14228
716.629.3449
klee@thesummitcenter.org