Making a planned gift can change the lives of people who are blind or visually impaired.
The Trader Society
The Trader Society represents people who are making a legacy gift to Clovernook. Named after our founders, Georgia and Florence Trader, members of the society are committed to ensuring that the next generation has access to vital vision services by leaving their legacy through the creation of a future gift.
How can you get started? Contact your financial advisor or lawyer and ask how to incorporate charitable giving into your current will or trust. Other options include securities, an IRA or insurance policies where you might like to name Clovernook as the beneficiary.
If you are interested in becoming a member of The Trader Society, please call Anne M. Maxfield, vice president of fund development & community relations at 513.728.6274 or amaxfield@clovernook.org.
Estate Planning
Estate planning is the transfer of an estate through planning and implementation of an estate plan in order to maintain the financial security of individuals and their families.It is during this process that you may want to think about not only your family and friends, but also about your favorite charities.
If you need assistance, National Association of Estate Planners & Councils can help.
Bequests
If you want to leave your legacy to Clovernook Center, naming us as one of your beneficiaries in your will might be a fit. Many donors also choose to review their long-range financial plans from time to time. Wills, life insurance policies, retirement accounts and other planning methods can offer special ways to leave a lasting legacy to charitable interests.
A Charitable Reminder Trust is an irrevocable trust that pays a specified annual amount to one or more people for a fixed period of years – often the lifetime of the donor. At the end of the term of the trust, the remaining assets are distributed to a specified charity.
A Charitable Lead Trust donates a portion of the trust to designated charities and, after a specified period of time, transfers the remainder of the trust to the beneficiaries or heirs.
As with any planned gift, it is highly recommended you consult with your attorney or financial advisor. Call or e-mail Anne M. Maxfield, vice president of fund development and community relations, for information on how you can make a planned gift to Clovernook. (513.728.6274 or amaxfield@clovernook.org.)
Clovernook Center for Blind and Visually Impaired's website has been designed to be as accessible as possible to all website visitors. As such this website has been created to be accessible to those with varying degrees of visual impairment and has been found to be compliant using the former Watchfire WebXact and Bobby systems. This site strives to be accessible to all, if you have found content that you are having difficulty accessing, please contact us at accessibility@clovernook.org and we will address the issue.
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