Create your legacy by supporting Isles beyond your lifetime.
Thank you for considering making a planned gift to Isles and creating a legacy. The simplest way to become a member of the Legacy Society is with a bequest in your will. Isles recommends donors seek advice from a professional estate planner, financial planner or attorney to determine the best plan for you and your family.
Sample bequest language:
I give to Isles, Inc., 10 Wood St., Trenton, NJ 08618 (Tax ID#22-2350832) $_________________(or _____________% of the rest of my estate) for general operating purposes.
Please be sure to notify Isles (through this form) of your intention to make a planned gift. Call us at 609-341-4798 to notify us of your gift or for inquiries regarding planned giving options.
Donor Profile: Peg and Frank Taplin
Peg and Frank Taplin were inspiring friends and longtime Isles supporters. Their first gift in April of 2000 helped create an Isles endowment. Over 12 years, they donated 14 more gifts to support self-reliance and a healthy urban environment. In her will, Peg continued to support Isles through a generous and important bequest.
Fittingly, the Isles Trustees placed this gift in the Isles endowment fund, strengthening the very core of the organization for the future. According to her family, Peg often spoke of her respect for Isles' approach and philosophy, and she enjoyed learning about innovation at the grass roots level. These long-term gifts make a big impact on Isles. We hope Peg and Frank might inspire you to consider a similar bequest.
Other Planned Giving Options:
Charitable Remainder Trust: A Charitable Remainder Trust enables donors to set aside a current asset with a low cost-basis for the future benefit of Isles, while reserving lifetime income for themselves and, if applicable, other designated beneficiaries.
Charitable Lead Trust: A Charitable Lead Trust (CLT) enables donors to pass assets onto heirs, without incurring large gift or estate tax exposure. A CLT is created for a designated period of time, with income payments being directed to Isles for the duration of the trust, and the remainder to individuals.
Beneficiary Designations: Donors and supporters of Isles can name Isles as beneficiary or contingent beneficiary of their life insurance policies, retirement plans, and IRAs.