Gift Planning
Gift Planning
A Gift for a Blossoming Future
Maximize your personal financial goals while making a difference for our future.
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Notify us of your beneficiary designation gift
If you check the box in this area, a module will open where you can enter your name and email to notify us of your beneficiary designation gift.
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Thank you for considering a beneficiary designation gift to us. The website link will take you to your retirement plan custodian's website, where you may be able to log in and include Dallas Arboretum and Botanical Society, Inc. as a designated beneficiary. Another option is to use the phone number to call your retirement plan custodian. They will assist you in updating your beneficiary designation. If you would like to notify us of your generous beneficiary designation, please complete the Notify us of your Beneficiary Designation section.
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| Thank you for considering a IRA gift to us. A sample letter is available to send to your DAF provider. You may save and print the PDF of your letter. If you have email contact information for your DAF provider, you may send a PDF copy of your DAF letter or you may copy and paste the text into an email. You will need to enter the amount of your recommended grant and your DAF account number on the letter before mailing. If you would like to notify us of your generous gift, please complete the Notify us of your DAF Gift section. | ||||||
Beneficiary Designation Gifts
A beneficiary designation gift is a simple and affordable way to make a gift to support Dallas Arboretum and Botanical Society, Inc. You can designate the Dallas Arboretum Foundation as the beneficiary of a retirement, investment, bank account or your life insurance policy.
Important considerations for your future
This can be a great choice if you are interested in making a gift but are also concerned about your future needs. Keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. Even after you complete the beneficiary designation form, you can take distributions or withdrawals from your retirement, investment or bank account and continue to freely use your account. In other words, you remain in complete control of your monies until your death. You can also change your mind at any time in the future for any reason, including if you have a loved one who needs your financial help.
(IRA/Investment)
What are the many benefits of a beneficiary designation gift?
Your gift in support of the garden will allow you to:- Support the causes, such as the Dallas Arboretum, that you care about so deeply;
- Continue to use your account as long as you need to and however you wish;
- Simplify your planning and avoid expensive legal fees;
- Reduce the burden of taxes on your family; and
- Receive an estate tax charitable deduction potentially reducing any estate taxes your estate may incur.
How does a beneficiary designation gift work?
It couldn't be easier and all you need to do is:- Contact the person who helps you with your account or insurance policy, such as your broker, banker or insurance agent.
- Ask them to send you a new beneficiary designation form.
- Complete the form, sign it and mail it back to your broker, banker or agent.
- Your account or insurance policy will be paid or transferred to the Dallas Arboretum Foundation, consistent with the beneficiary designation, after you pass away.
Contact us
If you have any questions about leaving a beneficiary designation gift to us, please contact us. We would be happy to assist you.
If you have already designated us as a beneficiary of an asset or as part of your estate plan, please let us know. We would like to recognize you and your family for your gift.
Thank You
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