The SCWT Heritage Society

Make a Difference by Leaving a Lasting Legacy!

The SCWTCA Endowment is committed to supporting health-related research for the Soft Coated Wheaten Terrier.

Planned gifts are charitable contributions achieving both your philanthropic and personal/family tax-planning and financial objectives. The legacy you leave with the Endowment is one that will last a lifetime. Every gift you give, no matter the size, can make an impact on the future health of Wheaten Terriers.

We invite you to include the Endowment in your philanthropic planning by becoming a member of the Endowment's Heritage Society. When you notify us of your intention to make a planned gift, you will be honored as a member of the SCWT Heritage Society. Additionally, as a society member, you'll receive invitations to annual recognition events, and special events, as well as recognition in SCWTCA, Inc. publications.

Types of gifts:

Your Heritage Society gift can take many forms -- from an outright gift to trust arrangements that benefit a surviving spouse, from a bequest under a will to a gift that provides for you and your family. Here are some of the options:

• Wills, Bequests:
  Leave specific assets or a portion of your estate.
• Outright Gifts:
  Give cash; publicly traded securities; bonds. To make a cash gift, click on Make A Gift Now.
• Life Insurance, Retirement Plans, Savings Accounts:
  Designate the Endowment as beneficiary.
• Gifts offering lifetime income for you and your spouse:
  Set up a charitable remainder unitrust or a charitable remainder annuity trust.
• Gifts of Income:
  Set up a charitable lead trust.

Many of these options offer significant tax advantages. Be sure to seek the advice of your financial planner, lawyer, or advisor to decide which choice offers the greatest benefit and obtain details on these plans.

When giving securities, please let us know that your gift is coming, by contacting:

• Rosemary Berg, Secretary
  37953 Center Ridge Road
  North Ridgeville OH 44039
  440-327-5373
  twaggin@windstream.net

For instructions on how to transfer securities, have your financial advisor contact Brian Morgan, Buckeye Advisors, LLC at 1-800-548-6730. brianderekmorgan@hotmail.com. Buckeye Advisors, LLC is the Investment Advisor for the SCWTCA Endowment, Inc.

For general information about Wheaten health, visit the SCWTCA health pages.

Updated 1/12/11

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Roxanna Springer
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