By joining the Trader Society you will be Honoring Tradition, Forging Innovation in Accessibility, and Lighting the Way for Future Generations
Clovernook Center’s legacy society is named for our beloved founders Georgia and Florence Trader, who in 1903, had a vision far ahead of their time. They believed that all individuals who are blind or visually impaired should be able to thrive and lead active, productive and independent lives.
Remembering Clovernook Center in your will, a trust, or through an annuity is one of the most meaningful ways you can ensure a future that is universally inclusive and accessible for those who are blind or visually impaired for generations to come.
By supporting Clovernook Center’s mission and vision in this way, you are creating a legacy for the principles and values most important to you. Thank you! You can find the Trader Society Bequest Intent Form here:
Planned Giving Benefits:
Make a Charitable Donation to Clovernook Center in Your Will:
Your will honors and protects what matters most to you. Through a specific bequest, you can name a particular dollar amount. Through a residuary bequest, you can give all or part of what is remaining after payment of debts, expenses, and specific bequests.
If you would like to make such a charitable donation to Clovernook Center in your will, your attorney may wish to include the following suggested language.
Retirement Plans, Gift Annuities, and Insurance Policies
You might also consider naming Clovernook Center as a beneficiary in your retirement plan, insurance policy, or bank and investment accounts. Depending on the plan, Clovernook Center can be named as a full, partial, or contingent beneficiary.
There are other planned giving options that can provide you with payments for the rest of your life, with the remaining funds passing to Clovernook Center. These gift options include charitable gift annuities and charitable remainder trusts.
Legal Name: Clovernook Center for the Blind & Visually Impaired
Incorporated in: Cincinnati, OH
Address: 7000 Hamilton Avenue, Cincinnati OH 45231
Tax Identification Number (EIN): 31-0584310
Please note: This information is not intended as tax or legal advice. We recommend that you consult with your legal and financial advisors to learn how a gift would work in your circumstances. Laws and regulations governing all gifts and availability of certain life income gifts vary by state.
Planned Giving Frequently Asked Questions
No. A popular choice is stating a planned gift as a percentage, which will automatically adjust no matter what the future brings.
Many people choose to set aside a percentage (for example, 10% or 20%) for their favorite causes, while still leaving the majority of their assets to family and friends. Or you could choose to make a charitable gift of whatever balance remains in a retirement account, which also saves on taxes.
You can ensure that your planned gift is made only after you know the assets won’t be needed by your spouse or partner.