Turtle Creek Association Legacy Gift Document

Turtle Creek Legacy

(a Planned Giving Program of Turtle Creek Association)

Overview

In 1985, residents and area neighbors joined to protect and enhance the Turtle Creek corridor by forming the Turtle Creek Association as a non-profit organization.  This beautiful green space is a haven for wildlife and provides a source of well-being for all of us.  If you are interested in preserving this wonderful resource for years to come, please consider becoming a Turtle Creek Legacy member.  You can support Turtle Creek Association in several ways, including in your will, your living trust, your life insurance policies or your retirement accounts.  You may name the Turtle Creek Association as a beneficiary of your retirement plan, an IRA, or a life insurance policy.  You may also designate the Turtle Creek Association as a beneficiary of certain liquid assets under your will or living trust.

Please consult your financial, tax, and legal advisors to determine which option is best for you and your family.  When you have decided on your planned gift, please get in touch with us so that we know your intent to support the Turtle Creek Association in this way.  Please contact us at:

Turtle Creek Association

3131 Turtle Creek Blvd., Suite #340

Dallas, TX  75219

Attn:  CEO

(214) 526-2800

You acknowledge that Turtle Creek Association is not providing you with financial, tax or legal advice or assistance in connection with any planned gift you may wish to make, and that you are solely responsible for the decision to effect any such gift and the terms of same.

SAMPLE WORDING

For your convenience, below is our Tax ID number and a sample of wording to use for various kinds of planned gifts:

Turtle Creek Association’s Federal Tax ID number is 75-2101234.

Unrestricted Gifts

For an unrestricted gift that allows the Turtle Creek Association to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

              “I give to the Turtle Creek Association, a nonprofit organization currently located at 3131 Turtle Creek Blvd., Suite #340, Dallas, TX, 75219, or its successor thereto, ________________ (written dollar amount of cash or percentage of the estate or description of property) for its unrestricted charitable use and purpose.”

Restricted Gifts

To designate your gift for a particular purpose:

“I give to the Turtle Creek Association, a nonprofit organization currently located at 3131 Turtle Creek Blvd., Suite #340, Dallas, TX, 75219, or its successor thereto, __________________ (written dollar amount of cash or percentage of the estate or description of property.)  This gift should be used for ___________________________________ if and so long as the Turtle Creek Association determines that the need exists.  If the Turtle Creek Association determines at the outset or later that the need does not exist, or for some reason it is not possible (or prudent) to administer my gift as originally intended, the Turtle Creek Association may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to the use stated above.”

Your Declaration of Intent

Please let us know of your wishes by emailing this completed document to info@turtlecreekassociation.org or calling us at (214) 526-2800 with the information below:

_____ I have made a provision in my will or trust naming the Turtle Creek Association as a beneficiary.

              Name of Law Firm assisting with my will or trust:  _____________________________________________________________

_____ I have made a provision in my life insurance policy that designates the Turtle Creek Association as a beneficiary.

              Name of Insurance Company and Policy Number: ______________________________________________________________

_____ I have made a provision with the financial institution that holds or manages my IRA or 401(k) assets to designate the Turtle Creek Association as a beneficiary.

              Name of Financial Institution and Account Number: ______________________________________________________________

_____ I have made a beneficiary designation with my retirement plan so that the Turtle Creek Association will be a beneficiary.

              Company Name; Retirement Plan Name; Account Number: _________________________________________________________________

_____ I have made a provision in my will, living trust or other accounts or plans to designate the Turtle Creek Association as the intended recipient of other assets described as follows __________________________________________________________

              Contact Information for Law Firm, Executor, Trustee, Financial Institution or Plan Administrator: ________________________________________________________________________

I understand that I may designate any funds as an unrestricted gift, in which case such funds may be deposited into the Turtle Creek Association Bank Account and used for any purpose.

I understand that this Declaration of Intent is not a legal obligation and may be changed or withdrawn at my discretion with notice to the Turtle Creek Association.

The Turtle Creek Association may list my name on its website to encourage others to support the organization through planned giving.    _____ Yes                    _____No

______________________________________________                            _____________________

Signature                                                                                                                Date

______________________________________________

Printed Name