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Disability Resources Inc
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planned giving Print E-mail

DRI has recognized the need to amplify gift-planning opportunities for our supporters. Based on years of donor development and relationship experience, we ascertained that some donors' first gift was the start of a sincere relationship. Each subsequent gift was a further expression of affinity developing over time. We felt that beginning a "Planned Giving Program" would be the monumental component to promote and maintain this relationship.

Our objective was to become a resource for information that would educate and foster the growth of DRI donors who wish to make larger gifts through estate and charitable gift planning methods. With this goal in mind, we established the DRI Legacy Builders to encourage the creation of endowment funds through tax-advantaged gifts for those members that choose to form a lasting bond with DRI.

We designed, developed and implemented a comprehensive "Planned Giving Program" to assist our members in charitable estate and gift planning. We offer knowledgeable advice and will work with you and your professional advisors to design a plan that is advantageous to you. We can provide you at no obligation, brochures on gift planning opportunities and personalized illustrations outlining a variety of tax-saving benefits.

You may be able to increase the income from your property and/or arrange for management of specific assets. At the same time, income, estate, and gift taxes may be avoided or minimized - all while completing the charitable gift you wish to make. Any conversation would be strictly confidential. We'd be happy to help.

For more information about planned gifts, please contact Debi Kelly at 325-677-6815 or by This e-mail address is being protected from spambots. You need JavaScript enabled to view it . You may also write to: DRI Legacy Builders, PO Box 1880, Abilene, TX 79604.

 


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