Creating a Legacy at NSDAR

Sheila June Hewitt

Sheila June Hewitt's gift will have a lasting impact at NSDAR Headquarters.

Daughters often leave gifts in their estate plans to DAR initiatives about which they feel passionately. This can range from museum renovations to genealogical assistance. An initiative that Daughters love supporting in their wills and estates is the Guardian Trust Endowment. This is because they know that they are leaving their legacy to DAR through a permanently restricted fund for the future of our home. The Guardian Trust Endowment ensures that NSDAR Headquarters, a nationally recognized landmark, will remain as a standing monument of this organization to the American Revolution and the U.S. Constitution.

Sheila June Hewitt of Bettendorf, Iowa, was such a Daughter that connected with the Guardian Trust. She had a vision of protecting DAR Headquarters for our future. She left over $85,000 in her will to the Guardian Trust Endowment. As such, she is helping to preserve and restore our historic home for the next generation of Daughters. Ms. Hewitt directly provided financial security for NSDAR, as her gift is helping with ongoing needs and improvements to protect, conserve and preserve our exquisite complex of buildings at 1776 D Street.

The Guardian Trust Endowment is essential to ensure the vitality of NSDAR, ensuring that we retain the funding to preserve these buildings for future generations. Ms. Hewitt also seized upon the unique opportunity to participate with leaders of forthcoming administrations, as her gift not only provides for the financial security of NSDAR, but it will inspire and encourage other Presidents General to achieve excellence in historic preservation, education and patriotism.

NSDAR is still actively seeking funding for the Guardian Trust Endowment, and leaving a gift in your estate plan is a wonderful way to cement your legacy while helping to care for our home. Leaving a cash gift in your estate plan may also qualify you for both the Guardian Trust pin and the Founders Club pin.

We have received gifts ranging from $1,000 to over $100,000 designated to the Guardian Trust Endowment. Every dollar counts. We are so grateful for Ms. Hewitt for her forethought regarding this important need and we are thankful for the Daughters that have followed in her footsteps and left a planned gift to the Guardian Trust. They have sealed their legacy at NSDAR.

To learn how you can create a legacy at NSDAR through a planned gift, contact the Office of Development at giftplanning@dar.org or (800) 449-1776.

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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.