Planned 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 as we strive every day to build a stronger community. Please contact us to inform us of your decision to include Bell in your plans.

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 Bell publications. Donors also receive Bell’s annual report as well as an invitation to our Annual Meeting.

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.

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 YOUR PLANNED GIVING PROFESSIONAL

or contact our Community Relations & Development office

717-848-5767, ext. 505