Legacy Circle

Legacy Circle

Our Legacy Circle recognizes and honors caring individuals who have made a commitment to ensure that their lives will touch others – perhaps for many generations – through a gift from their estates. Legacy Circle partners receive:

Our Legacy Circle partners have an opportunity to:

We are proud to thank and recognize all of our Legacy Circle members which can be found in our Annual Report.

Planned Gifts

If you want to ensure the future of Duet for generations to come, some simple planning may allow you to make a larger gift than might otherwise be possible. Please let us know if you name Duet – Partners in Health & Aging, Inc. (formerly called Beatitudes Center DOAR) in your will, trust, or other estate documents so we can welcome you as a member of our Legacy Circle. If you have named Beatitudes Center DOAR in your estate documents, you do NOT need to revise those documents to reflect our name change. Duet’s federal tax ID is # 74-2370522.

What types of planned gifts are available?

There are many kinds of gifts available to meet your financial, tax, estate and personal goals. Check with your financial advisor to decide what is best for you.

Please consider making Duet – Partners in Health & Aging, Inc.:

Or creating:

How do I arrange a planned gift?

Simple! Just name “Duet – Partners in Health & Aging, Inc.” as a beneficiary through a bequest or provision in your will. This may be a:

Or, provide a gift through a living trust or revocable living trust. You retain the control of the assets for your lifetime, and the gift is exempt from federal estate tax after your passing.

Is there special language that should be used when designating a gift?

Please consult a professional advisor for more information. Here is an example of bequest language to consider for your will or trust:

“I give $______ (dollar amount) or _______% (a percentage) of my estate to Duet – Partners in Health & Aging, Inc. (Federal tax ID # 74-2370522), a non-profit corporation in the State of Arizona having its principal office at 555 West Glendale Avenue, Phoenix, AZ 85021.”

Endowment

We have established an endowment fund that is growing our assets. This will benefit Duet by providing long-term, discretionary income. This revenue may be used as a reliable part of our annual funding stream. By designating a gift to our endowment fund, you will provide for perpetual distribution. A gift to the endowment fund will make a difference for future generations. When you make an outright gift to our endowment fund, you will receive immediate tax benefits. Outright gifts may include: