Self Help Enterprises Endowment Fund was established in 2009 to ensure the mission of the agency continues now and for generations to come. The Endowment Fund receives gifts and bequests that enable the agency to support individuals, projects and programs that would otherwise be impossible.
All endowment inquiries and gifts will be kept confidential unless otherwise expressed by the patron. As you envision gifts that will make an enduring difference in the lives of all those we touch, you can be sure that Self Help Enterprises will continue to be a positive, values-driven agency.
A monetary donation is a simple and effective way of expressing your commitment to Rock River Valley Self-Help Enterprises, Inc.
Donating (transferring) appreciated securities to the Self Help Endowment Fund provides financial support for generations to come, while offering certain tax benefits. Gifts of appreciated securities provide the donor with tax benefits for both the capital gain and the charitable gift.
A will is one of the simplest and most flexible ways to distribute the majority of estate assets. Even modest estates can make charitable bequests through this type of planning. Bequests permit the donor to retain control of assets throughout the donor’s life and/or throughout the life of a loved one. Gifts to the Self Help Endowment Fund may include specific property, a dollar amount, a percentage of the estate, or the amount that remains in an estate after bequests to loved ones have been honored.
Not all life insurance may be needed for the purpose it was originally purchased. Making a gift of a life insurance policy, or naming Rock River Valley Self-Help Enterprises, Inc. as a beneficiary, may allow a sizeable gift to the Self Help Endowment Fund with minimal cost to the donor.
A trust may be established with assets transferred to the trust and managed by a trustee of your choosing. The Self Help Endowment Fund could be a beneficiary of trust proceeds.
Rock River Valley Self-Help Enterprises, Inc.’s Endowment Fund aspires to increase the range of giving opportunities available to our donors while continuing to fulfill our agency’s mission-driven programs. Together we can make this solid organization even stronger for all those we serve.
We invite you to work with our Endowment Fund Team to satisfy your estate-planning goals and needs. As you envision gifts that will make an enduring difference in the lives of all those we touch, you can be sure that Rock River Valley Self-Help Enterprises, Inc. will continue to be a positive, values-driven agency.
