Endowment / Legacy Giving
Bell Endowment: committed to continuing the mission of Bell Socialization Services
Opportunities for Giving
Philanthropy is a lifelong process. As you create and update your giving plans, your legal and financial advisors will help you determine what gifts best fit with your intentions.
Bell greatly appreciates your help to secure the future of our organization.
Lifetime gifts of securities which have appreciated long term can provide significant tax advantages to donors.
Please contact Bell to inform us of your decision to include us in your plans.
What is Endowment?
An endowment is a pool of property held by a charity and invested to provide an annual income for use by the charity. It is the part of an organization's income derived from donations.
Bell Socialization Services' Endowment Fund was created in 1998 to help secure the future of Bell Socialization Services' work in the community serving the needs of homeless families, people living with mental health issues and mental retardation.
The Fund is an outgrowth of Bell's strategic plan to be proactively engaged to ensure the organization's future.
Planning a Gift to Bell Socialization Services
Friends of Bell Socialization Services are invited to contribute at any time, in any amount, to benefit the many programs and services provided to thousands of individuals and families each year.
Those persons who make an estate provision or a life income gift of any size will become members of our Legacy Society.
Those gifts might include:
~ creating a provision for Bell in your will or living trust,
~ designating Bell as a beneficiary of a retirement plan,
~ designating Bell as owner and/or beneficiary of a life
insurance policy, and/or
~ establishing a charitable gift annuity.
Legacy gifts are acknowledged through personal letters of welcome to the Society and recognition in the Bell Exchange, our quarterly newsletter.
Donors also receive Bell's annual report as well as an invitation to our Annual Meeting.
Legacy Society
The Bell Legacy Society was established to recognize and thank individuals who have planned deferred gifts to Bell Socialization Services. It is our way of thanking donors for their generous support of Bell's mission and to encourage others to consider similar plans. (Members who wish, may remain anonymous.)
Any information members share with Bell about their gift plan is held in strict confidence.
Charter Legacy Society Members
Nicholas H. and Margaret H. Carlozzi Charitable Foundation
Dr. and Mrs. Nicholas Pandelidis
The Ruby & William H. Schmid Family
Mr. Edward W. Clautice
FOR MORE INFORMATION PLEASE CONTACT:
Community Relations & Development
717-848-5767, ext. 505
