LEGACY GIVING

Honor Fannie and Harry Severson’s Giving Legacy with a Planned Gift

Help us steward Harry and Fannie’s great ideals of love of the land and enjoyment of life in harmony with nature with your children and grandchildren.

Heron Heritage Society

The Heron Heritage Society honors those extraordinary people who have included Severson Dells in their estate plans to ensure that we are able to serve the community for decades to come. Have you already established a planned gift to Severson Dells? If so, contact us so we can make you officially a member of the Heron Heritage Society.

Ways to Leave a Legacy Gift

There are many ways to leave a legacy at Severson Dells that can help protect your assets, including the following:

• Charitable Lead or Charitable Remainder Trusts
• Bequests in a Will or Trust
• Beneficiary Designation on Tax Deferred Assets such as 401(k)s and IRAs
• Qualified Distributions from your IRA
• Gifts of Appreciated Stocks or other Assets
• Donor Advised Funds

Benefits of Legacy Giving

Legacy giving offers us a way to make a difference, far beyond the measure of one lifetime. Benefits of joining The Heron Heritage Society include:

• A deeper relationship with Severson Dells and other donors during your lifetime.
• A role in determining how your legacy gift will be used.
• Satisfaction in knowing your legacy will make a difference for your community and will encourage others to do the same.
• Special recognition in newsletters and annual reports, unless anonymity is desired.
• Invitation to special donor events.

If a planned gift to Severson Dells is part of your estate plan, then we would love to discuss this with you to ensure that your wishes are fulfilled. Simply complete the form below or contact Ann Wasser, Director, at 815-335-2915.

We recommend that you contact your Financial Adviser to discuss the best way to achieve your goals and for all legal advice. Severson Dells is a non-profit organization and all donations are tax deductible as allowed by law. 

Next Steps

Contact Ann Wasser at 815-335-2915 or ann@seversondells.org for more information about a legacy gift to Severson Dells.

1. Talk to your financial or legal advisor to learn which giving option(s) make the most sense for you and your wishes.
2. When you name the Severson Dells in your plans, please use our legal name and Federal Tax ID:

                  Legal Name: Severson Dells Educational Foundation
                 Address: 8786 Montague Rd., Rockford, IL 61102
                 Federal Tax ID Number: 36-2985870

The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

Contact us any time