What Will Your Legacy Be?

Few of us will achieve a legacy of the kind for which we remember and celebrate the life of Eunice Kennedy Shriver.
But, each of us has, in our own unique way, made a mark on the people close to us and our community. 
Make a mark a lasting one by making a gift to Best Buddies through your will or living trust, or by beneficiary designation.   

These gifts:

ü  Cost you nothing now.

ü  Preserve your right to change your beneficiaries at any time.

ü  Enable you to take care of loved ones and Best Buddies.

ü  Require no minimum contribution—every gift makes a difference.

For more information about making a legacy gift contact John Carlin at 202.568.8020 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

Donors who have remembered Best Buddies International in their wills have benefited Best Buddies in many ways,
and supported individuals with intellectual and developmental disabilities through our Friendship, Jobs and
Ambassador programs. A bequest is one of the simplest ways to provide support for Best Buddies' future.

You may arrange for the Best Buddies to receive:

• a specific dollar amount
• specified assets, such as securities, real estate, or tangible personal property
• all or a percentage of the remainder of your estate after all other obligations (a residuary bequest)

You may make a bequest to Best Buddies by preparing a new will or adding a codicil to your present will. An outright
bequest to Best Buddies is fully tax-deductible for estate-tax purposes.

How to Make a Bequest: Useful Language

The most useful bequest is an unrestricted bequest for the general purposes of Best Buddies. This permits
Best Buddies to use your gift wherever it is most needed at the time.

Suggested language for making an unrestricted bequest: "I give, devise and bequeath [the sum of ____ dollars],
[all or ____ percent of the rest, remainder and residue of my estate of every kind and description (including lapsed
legacies and devises)] to Best Buddies International, 100 Southeast Second Street, Miami, FL, 33131 for its
general corporate purposes."

Suggested language for a specific purpose: "I give, devise and bequeath [the sum of ____ dollars], [all or ____ percent
of the rest, remainder and residue of my estate of every kind and description (including lapsed legacies and devises)]
to Best Buddies International, 100 Southeast Second Street, Miami, FL, 33131, to create an endowment from which
only the income is to be used for the following purpose: [state the purpose]."

Important Note: If you do specify a use for your bequest, the following language will ensure that your gift will always
remain productive: "If at any time in the judgment of the Directors of Best Buddies International the designated use
of this bequest is no longer practicable or appropriate, then the Directors shall use the bequest to further the general
purposes of Best Buddies, giving consideration, where possible, to my special interest as described above."

This agreement between you and Best Buddies International provides you with an annuity, an annual fixed payment for life,
in exchange for irrevocably transferring assets to Best Buddies International.

• Gifts can be made with cash or marketable securities. The minimum gift is $10,000.
• The fixed payment amount you receive will be determined by how much you contribute and your age at the time the
  gift is made.
• Income for life may be paid to one or two annuitants. The minimum age at which an annuitant can receive
  payments is 65.
• A portion of the payment is tax-free.
• A charitable deduction is available for a portion of your contribution on your income tax return in the year you make
  the gift.
• It is possible to defer receiving payments for one or more years. This will result in higher annuity payments, higher
  tax deduction (available in the year you make the gift), allowing you to enjoy increased retirement income.

Charitable Remainder Trusts

This arrangement is an individually managed trust that may be tailored to meet your specific financial needs and can provide
either a fixed or variable income for the life of the beneficiaries or for a set number of years, not to exceed 20.

The donated assets (typically cash, securities, and/or real property) are irrevocably transferred to a Trustee. There are
two variations:

• A charitable remainder annuity trust pays income as a fixed dollar amount that remains constant for the term
  of the trust.
• A charitable remainder unitrust pays income that varies from year to year.

At the termination of the trust, the remaining assets pass to Best Buddies International for its general purposes or for
the use you specify. A charitable deduction for a portion of your contribution is available on your income tax return in the
year you make the gift.

This arrangement provides income to Best Buddies for a period of years, after which the trust property typically passes
to the donor's heirs.

• Income-producing assets that are expected to gain in value, such as stock or income-producing real estate,
  are irrevocably transferred to a trust. A minimum gift of $100,000 is recommended.
• Best Buddies International receives income from the trust for a specified number of years, after which the
  property in the trust is transferred to the heirs without the imposition of any additional taxes.
• An immediate charitable deduction on your gift tax return is available for the present value of the total income
  stream Best Buddies International will receive during the trust term.
• This gift can reduce or effectively eliminate the gift and/or estate tax that would normally be payable on the
  transfer of these assets to your heirs.

With gifts involving retirement, life insurance, or real estate assets, there are many variables to consider. Please call
John M. Carlin, Senior Director, Major Gifts and Planned Giving @ 202.568.8000, or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it
discuss your particular situation.

Retirement Assets

Retirement account assets, if left to anyone other than a spouse, may be subject to very high taxation. However,
by designating Best Buddies International as recipient of any benefits remaining in your retirement plan, you may
effectively reduce the taxes on those assets.

Life Insurance

You may wish to make Best Buddies International the beneficiary of a policy.

Real Estate

The gift of your home is a unique and meaningful way to support Best Buddies international. You can enjoy the
satisfaction of making such a gift during your lifetime—without affecting your current lifestyle—by a special
arrangement called a retained life estate. Real estate can also be a valuable asset when used to fund either a
charitable remainder trust or a charitable lead trust.

The Legacy Council recognizes and honors those friends of Best Buddies International who have made a
commitment to the future of this institution by including Best Buddies in their estate plans.

You may become a member of The Legacy Council by:

• Making a gift to Best Buddies International in your will or trust
• Participating in a life income arrangement for the benefit of the Best Buddies International, such as a
  charitable remainder trust or charitable gift annuity
• Creating a lead trust for the benefit of Best Buddies
• Naming the Best Buddies as a beneficiary of a retirement plan or life insurance policy

We hope that you will join us

There are no dues or fees associated with membership in The Legacy Council. Members of The Legacy Council
know they are ensuring Best Buddies International standard of excellence for future generations.

Founding Members of The Legacy Council Include:

Brad Blank
Florence D'Urso
Arij Gasiunasen
Thomas Hall
Alexander Hernandez-Dessauer
Gerry Klingman
Thomas Quick
Alina & Anthony Shriver
Becca Cason Thrash