Daughters share compelling stories about their personal ties to the Revolution and how their patriots' legacies inspired them to create legacies for themselves. Perhaps these stories will remind you of your ties to the past—and to NSDAR today.
A Generous Spirit, a Lasting Legacy
Vivian Luther Schafer was known for her altruism. She wanted to make a difference for the brave women who served our nation but need a little help now. She how NSDAR is using her gift to make her final wishes come true. Read More »
Creating a Legacy at NSDAR
Is there a DAR initiative you're passionate about? Sheila June Hewitt had a connection to the Guardian Trust. See how she made a gift that will support her passion forever. Read More »
Daughter's Memory Lives on Through Gift
Lori Matia cemented her legacy at NSDAR by including a percentage of her retirement plan assets to benefit the President General's Project. Read More »
The Ties That Bind and Live On
For Holly Sweet, it is in the small, quiet gestures of giving where people make a difference for future generations—and receive the greatest joys. Read More »
Recent Renovations Made Possible by Bequests
Bequest gifts—gifts made in your will—ensure the long-term vitality of NSDAR. See how these gifts are making a difference in preserving our shared history. Read More »
What Power Does Your Legacy Hold?
Ann Delano Lampman (1938–2012) understood the power of a legacy gift. Upon her passing in 2012, Ms. Lampman left a bequest to make her vision of renovating the DAR Museum a reality. Read More »
Making Up for Lost Time
Jo Hubbard admits she feels like she joined the DAR a little late. But life kept getting in the way: college, nursing school, a baby. Jo eventually joined the DAR in 2001, and since then she has been making up for lost time. She is an active member of the Chief Red Jacket Chapter, a Founders Club member and has attended Continental Congress at National Headquarters 5 times. Read More »
Uncovering the Heart of a Historian
Christine Gentry will tell you she was not interested in high school history and, as a first-year biology major at University of California, Irvine, she avoided history courses "like the plague." But everything changed the summer she was 19. Read More »
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
A charitable bequest is one or two sentences in your will or living trust that leave to National Society Daughters of the American Revolution a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I give to National Society Daughters of the American Revolution, a nonprofit corporation currently located at 1776 D Street NW
Washington, DC 20006, or its successor thereto, ______________ [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to NSDAR or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.
You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to NSDAR as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and NSDAR where you agree to make a gift to NSDAR and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.