Create a Legacy of Inclusion and Possibility

Your legacy gift helps ensure people with intellectual and developmental disabilities have access to meaningful programs, services, and opportunities for years to come. Through thoughtful planning today, you can help create a future where individuals continue to build connections, explore possibilities, and experience a true sense of belonging in their communities, while also leaving a meaningful legacy reflecting your values and dedication.

WAYS TO INCLUDE CEL IN YOUR ESTATE PLANS

A picture of a REACH CEL member proudly showing their artwork.
CEL member enjoying an excursion at the Lake Country Fair, smiling in front of a rabbit.
A picture of CEL member Thomas smiling while playing Bingo during Wednesday Night Sampler.
A picture of a CEL member and staff creating art during Young Adult Hangout.

Simple Bequest: include a gift to CEL in your will or living trust. You can specify a particular dollar amount, a percentage of your estate, or a specific asset.

Example Language: “I give, devise, and bequeath to CEL, located at 280 Saunders Rd., the sum of $____ (or ____% of my estate) for its general purposes.”

Bequest option include:

  • Portfolio/Stock (appreciated for at least 1 year)
  • Donor Advised Fund
  • Cash or % of estate

Retirement Accounts: Name CEL as a beneficiary of your IRA, 401(k), or other retirement accounts. This can provide significant tax benefits to your estate.

Life Insurance Policies: Designate CEL as a beneficiary of a life insurance policy, creating a substantial future gift at a relatively low cost.

Charitable Remainder Trust (CRT): Transfer assets into a trust that provides you (and potentially other beneficiaries) with income for life or a term of years. The remainder of the trust then goes to CEL.

Charitable Lead Trust (CLT): Place assets in a trust that provides income to CEL for a specified period, after which the remaining assets are transferred to your beneficiaries, potentially reducing gift and estate taxes.

Retained Life Estate: Donate your home or other property to CEL while retaining the right to live there for the rest of your life. You receive an immediate tax deduction, and the property passes to us upon your death.

A photo of two CEL members smiling at Sip and Stroll.

How to Make a Legacy Gift

1. Talk with Your Advisor
Work with your financial or legal advisor to explore the best way to include the Center for Enriched Living (CEL) in your estate plans.

2. Let Us Know Your Plans
Sharing your intentions with us helps ensure your wishes are honored and allows us to express our gratitude for your thoughtful commitment to creating a future of inclusion and opportunity.

We’re Here to Help!

Whether you’re exploring your options or ready to include CEL in your estate plans, our team is here to answer your questions and provide more information about legacy giving.

Contact Development Director Lisette Zaid at 847-315-9919 or by email to learn more.