The Bear Heritage Society
Are you interested in becoming a member of the Bear Heritage Society? Below, you will find a few methods:
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If you are interested in donating a major gift or providing suggestions, please contact Scott More.
Bequest
Designate the Bear Heritage Fund as a beneficiary in your Will or Revocable Living Trust. A sample bequest might state, “I give and bequeath to the Bear Heritage Fund at Amavida, 7820 Fanning Court, Fort Myers, 33907, an amount equal to ___% of my estate.” (Or specify a sum of money or describe the gift.)
Gift Annuity
Designate the Bear Heritage Fund as beneficiary of an existing life insurance policy or annuity, or establish a new policy for the fund.
Beneficiary
Add the Bear Heritage Fund as a beneficiary of an Individual Retirement Account (IRA), 401(k), 403(b), or other retirement plan.
Gifts
Lifetime donations of $100,000+ in cash, securities, real estate, and other assets qualify for Bear Heritage Society membership, as do all planned or estate gifts (regardless of amount).
Charitable Remainder Trust
Create a Charitable Trust for income and tax benefits, with the residual, or a portion thereof, designated for the Bear Heritage Fund.
Brokerage
Title a brokerage account to "Transfer on Death" (TOD) to the Bear Heritage Fund. A "TOD" account transfers assets to us upon owner's death, bypassing probate.