Planned Giving & Endowment Funds
The 1927 Society, named for the year FDR founded the Roosevelt Warm Springs Institute for Rehabilitation, is an Estate Gift donor club of the Development Fund. It recognizes those individuals who wish to continue their support of the Institute through a gift from their estate plan. These gifts are deposited into the General Endowment and generate an annual return. Donations of cash and/or stocks are also accepted. Members can contribute to the future of the Institute by including a charitable bequest in their will, trust, charitable gift annuity, retirement investment account, other estate planning documents, or life insurance and investments (CDs, mutual funds, bank accounts).
Upon maturity, these gifts are placed in the General Endowment, which provides support for services, facility improvements, new programs, historic renovations and other emerging priorities. It is a policy of the Development Fund to utilize no more than 5% of the general endowments annually, so that as investment returns rise, the value of the endowed gifts grow.
A named endowment fund can be created in your own name or in the name of a child, parent, spouse, or other significant person. Furthermore, the fund can provide permanent support to a designated program or area with the Institute. It can also be used to strengthen the general endowment fund. By establishing a named endowment fund, your gift is assured to have a lasting impact and will benefit the clients we serve in perpetuity.
We invite you to join us as a member of the 1927 Society. Planned giving is simple, effective and a benefit to both the donor and the Roosevelt Warm Springs Institute for Rehabilitation. Members receive invitations to special events and recognition in The Spirit of Warm Springs magazine. Please contact our Development Office at 706-655-5666 for more information.
Thank you for your support of the Development Fund.