Leave A Legacy

There are many creative ways to give to Nemours that may help you
accomplish both your long-term financial and charitable goals.

Making a planned gift to Nemours is a fantastic way to have an enduring impact on the future of children’s healthcare.

Making a Gift in Your Will
A gift in your will may designate a specific dollar amount, a percentage of your estate, or the remainder of your estate after other specific bequests are made.

Once you have made your gift provision, please let us know. We’d like to thank you and welcome you to the Carillon Society.

You may use the following sample language when making a gift in your will. It should be used in consultation with your attorney. For more information, please contact Clint at (302) 651-4828 

Sample Bequest Language for Leaving Nemours a Gift In Your Will

IRA Rollover.
An IRA rollover allows up to $100,000 of your gift to be excluded from your gross income for tax purposes.*

How does this work?

• You make a distribution directly from an IRA to Nemours by December 31.

• Are you eligible?

• You are at least 70.5 years of age.

• The distribution must otherwise be included in gross income.

• The distribution must otherwise be fully deductible as a charitable contribution.

What are the benefits to you?
Up to $100,000 for an individual or $200,000 for a couple is removed from your gross income for tax purposes.
Questions about an IRA rollover or other planned giving vehicles? Please contact Clint Travis, clinton.travis@nemours.org, for more information.

*Certain IRS limitations apply. The information presented is not intended as legal or financial advice. Please consult your own professional advisors to discuss your specific situation.

Name Nemours as a Beneficiary

Name Nemours as a beneficiary of your IRA, other qualified retirement plan such as a 401(k), or a life insurance policy. 

Distributions from an IRA or qualified retirement account are taxed as income when made to an individual beneficiary. Since Nemours does not pay taxes, your gift of retirement plan assets can pass to Nemours tax-free, with 100 percent of the assets available to help children.  

Likewise, proceeds from a life insurance policy pass to Nemours tax-free. In addition, it may be possible to receive a current income tax charitable deduction for a gift of life insurance when you make Nemours the owner, as well as the beneficiary, of a policy.

Most administrators require a beneficiary designation form to name Nemours as a beneficiary of your account or policy. Use the legal name “Nemours Foundation” and the Tax Identification Number of 59-0634433. 

Make a Life Income Gift

Make a gift that pays lifetime income to you and/or another. Life income gifts can offer important tax and financial benefits for you and your family, while making a meaningful difference for children at Nemours.