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Leave Your LEGACY

Hillside Family of AgenciesFor more than 180 years, Hillside Family of Agencies has evolved from working with a handful of children in a single small building to bringing hope, assistance, support and ultimately better lives to thousands of youth and families in diverse communities across New York and the greater Washington, DC, region. Hillside partners with families through difficult times and complex challenges—brought about by trauma, poverty and other factors—to ensure they get help every step of the way. Hillside delivers solutions, not just services: our residential treatment, community-based, educational,and youth-development programs are rooted in evidence-based practices that create the best possible outcomes, for the most people, with the highest value.

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Your Legacy Will Change LivesYour support will keep families together, and empower them to live happier, healthier and more stable lives. Planned gifts such as bequests, trusts, life income gifts and other estate planning tools create a lasting impact for children and families and, ultimately, re-shape lives. With your planned gift to Hillside, our vision—to help youth and families thrive and succeed in their communities—can be sustained for generations to come.

“With your gift to the Pinnacle Society, you’ll help break the cycle of despair that some of these kids face. We give them hope and a future. We’re changing families, maybe for generations, and we’re making the world a better place.”

—Bruce Bates Member, Pinnacle Society

“We had been thinking of supporting Hillside with a planned gift, but the timing was never right to change our will or create a trust. Naming Hillside as a beneficiary of our life insurance was an easy way to take the first step.”

—Jeff and Linda Mapstone Members, Pinnacle Society

Ways to Leave Your LegacyName Hillside as a beneficiary of your Will: Defer a gift until after your lifetime by leaving a bequest in your will naming Hillside Children’s Foundation as beneficiary (designate a specific amount, a percentage, or a share of the residue). This planned gift can be exempt from federal estate tax and allows you control over your assets during your lifetime.

Enter into a Charitable Gift Annuity contract with Hillside: By partnering with Hillside Children’s Foundation on a charitable gift annuity, you can supplement income with steady payments that are partially tax-free. This gifting option provides tax-favored fixed payments for the estimated life expectancy of income beneficiary(ies) as well as current and future savings on income taxes.

Create a Charitable Remainder Unitrust to benefit Hillside: A charitableremainder unitrust pays a fixed percentage of the trust’s assets as revalued annually. This vehicle provides income for life, an immediate income tax charitable deduction and a long-term hedge against inflation.

Create a Charitable Lead Trust to benefit Hillside: A charitable lead trust pays a fixed or variable income to Hillside for a specific term of years; thereafter, the balance is given to loved ones. If your goal is to reduce gift and estate taxes on assets you bequeath to family, this gifting vehicle will help by reducing your taxable estate while enabling property to be kept by family, often with reduced gift taxes.

Name Hillside as beneficiary of appreciated Stock: Eliminate taxes on capital gains by contributing appreciated stock or other securities to Hillside Children’s Foundation. You will receive an immediate charitable deduction for the full fair market value.

Stroke-of-the-Pen Gifts…To leave a lasting legacy as simply as possible, consider these planned gifting options that allow you to personally change your beneficiary designation form and positively impact children and families for generations to come.

Name Hillside as a beneficiary of your Retirement Plan(s): By naming Hillside Children’s Foundation as the beneficiary of the balance of your retirement plan assets after your lifetime, you can eliminate the twofold taxation on Individual Retirement Accounts (IRAs) or other qualified retirement plans. This option allows you to make a gift from the most highly taxed assets, leaving more for your family and helping to eliminate future income and estate taxes.

Name Hillside as beneficiary or contribute a Life Insurance policy: Make a large gift with little cost to yourself by naming Hillside Children’s Foundation as beneficiary of a life insurance policy you no longer need. You will receive a current income tax deduction and possible future deductions through gifts to pay policy premiums.

To make your intentions known, please fill out and return the enclosed gift disclosure form and envelope.

To learn more about becoming a member of the Pinnacle Society, please contact:

Christie M. Raymo, Director of DevelopmentHillside Children’s Foundation

1183 Monroe AvenueRochester, NY 14620

585.256.7513 or 585.256.7515craymo@hillside.com

craymo@hillside.com craymo@hillside.comcraymo@hillside.com

The services of a qualified legal counsel or a financial advisor should be sought for specific advice pertaining to your estate plan.

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Leaving a bequest? Sample language to help you execute this gift is below:

“I, [NAME] of [CITY, STATE, ZIP], give and bequeath to Hillside Children’s Foundation [WRITTEN AMOUNT or PERCENTAGE OF ESTATE or REMAINDER VALUE OF ESTATE or DESCRIPTION OF PROPERTY] for its unrestricted use and purpose.”

“I, [NAME] of [CITY, STATE, ZIP], give and bequeath to Hillside Children’s Foundation [WRITTEN AMOUNT or PERCENTAGE OF ESTATE or REMAINDER VALUE OF ESTATE or DESCRIPTION OF PROPERTY] for its [DESIGNATE A SERVICE OR PROGRAM YOU WISH TO SUPPORT].”

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Join the Pinnacle SocietyThe Pinnacle Society recognizes individuals who have made formal provisions in their wills or estate plans, or who have otherwise made a planned gift, for Hillside Family of Agencies or one of its affiliates.

When you become a member, you join a group of esteemed individuals dedicated to creating brighter futures for children and building stronger families in our communities. You will receive unique recognition in publications, and invitations to exclusive events with access to executive-level leadership.

We thank our Pinnacle Society members for their remarkable commitment and foresight, and we invite you to join them in leaving a lasting legacy on the lives of children and families in our communities for generations to come.

When Bruce Bates, retired Senior Vice President at Morgan Stanley, talks about the Pinnacle Society, he looks to the future. “When I think about legacy, I think about what I can do with my wealth to help others after I am gone. Of course I think of my wife and my family. But beyond that, I feel that we have a responsibility to help children in our community who were born into circumstances that put them at a disadvantage. These are the kids who need our helpthe most.”

Bruce has supported Hillside for more than 20 years and has been a member of Hillside’s Planned Giving Founders Council for five years.

Bruce Bates A Legacy of Longevity

Barbara Conradt has a unique perspective about Hillside’s impact; Barbara served Hillside and Crestwood Children’s Center in various capacities for over 30 years, so joining the Pinnacle Society seemed inevitable. “Traditional sources of funding aren’t as readily available as they used to be, and that private funding helps drive innovative solutions that might not otherwise be explored. Through the Pinnacle Society, I know my gift will enable Hillside to create new services—and positive outcomes—for the people who need them most.”

Barbara Conradt A Legacy of Innovation

Peg Ferber has a very personal reason for giving to Hillside through the Pinnacle Society. “I actually grew up in foster care. My life was very unstable when I was a young girl, but at the age of 9 I found the people who, to this day, I call my parents. Joining the Pinnacle Society is part of recognizing the blessings that were given to me and making sure that children and other foster families are cared for. Think about your own childhood: If you were blessed with a strong family, recognize that not every child is. For those of us who have the means to help others, we have an obligation to share, to give, to help make this world a better place today and after we are gone.”

Peg Ferber A Legacy to Remember

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Alan practiced law in Rochester for decades, but his service as a volunteer with Hillside might be even more valuable. “I became a board member of the Hillside Children’s Center in the mid-1980s, and 30 years later I remain committed for onereason: There is no agency more capable than Hillside of improving the lives of children, their families and ultimately the communities they live in.”

Alan has supported Hillside for more than 20 years and has been a member of Hillside’s Planned Giving Founders Council for five years.

Alan and Liz Illig A Legacy of Loyalty

During her lifetime, Florence Muller was an avid supporter of education, healthcare, conservation of natural resources, and environmental issues. She joined the Hillside Children’s Center Board in 1992 and was a steadfast supporter of Hillside’s work in the community. This commitment led her to become a Charter Member of the Pinnacle Society. Understanding that privatephilanthropy was essential for successful outcomes,Florence established an unrestricted trust, able to be used at any time for its highest and best purpose to help fulfill Hillside’s mission. Florence’s foresight enabled Hillside to renovate Camp Possibilities, a therapeutic summer location for youth in Hillside’s care. Thanks to Florence, the camp has been beautifully and functionally enhanced—meeting the needs of youth and their families—and can now serve multiple opportunities for therapeutic treatments. Florence’s gift will continue to make lasting memories for years to come.

Florence Muller A Legacy with Lasting Impact

Hillside Children’s Foundation1183 Monroe AvenueRochester, NY 14620

585.256.7515

Search “Planned Giving” at www.hillside.com

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