SABR Legacy Circle

Legacy Circle - Estate Planning

Legacy Circle members support the long-term sustainability of SABR and its mission to foster the study, discussion, and understanding of all aspects of baseball. The exploration and preservation of baseball history is cultivated through support from the Legacy Circle.

This group of donors is comprised of those who are seeking to leave a legacy by remembering SABR in their estate planning:

     
Lowell and Doris Blaisdell*   Douglas Jacobs
Steven G. Breen*   William B. James
Joe Favano*   Jim Karn*
Ron Gabriel*   Bob McConnell*
John Hancock   John Pardon*
William Hickman   Elizabeth Schlappi
George W. Hilton*   Neal Traven
Chuck Hilty   John Zajc
John Infanger*    


*deceased


HOW TO JOIN

To begin, contact your attorney and ask for SABR to be included in your Will or Trust. Bring this sample language to use as a starting point for your discussion and planning:

Sample Language - Flat Sum (For Wills)

  • “I give the sum of $_____________ to SABR, a registered nonprofit organization (TAX ID ____). At the time of this writing, the organization is located at 555 N. Central Ave., Suite #416, Phoenix, AZ 85004 .”

Sample Language - Percentage (For Wills)

  • “I give ______ percent of the residue of my estate to SABR, a registered nonprofit organization (TAX ID ____). At the time of this writing, the organization is located at 555 N. Central Ave., Suite #416, Phoenix, AZ 85004.”

Sample Language - Flat Sum (For Trusts)

  • “The trustee shall distribute the sum of $_____________ to SABR, a registered nonprofit organization (TAX ID _____). At the time of this writing, the organization is located at 555 N. Central Ave., Suite #416, Phoenix, AZ 85004.”

Sample Language - Percentage (For Trusts)

  • “The trustee shall distribute ______ percent of the residue of my estate to SABR, a registered nonprofit organization (TAX ID _________). At the time of this writing, the organization is located at 555 N. Central Ave., Suite #416, Phoenix, AZ 85004.

Once you have decided to include SABR in your Will, Trust, and/or estate plans, please download and complete the Legacy Circle membership form so we can begin recognizing your generosity and including your gift in our future planning.


WAYS TO HELP

Bequests

Making a bequest to the SABR is an ideal way to make a significant gift, but retain the use of your assets during your lifetime. Through a will, a family can bequeath a specific dollar amount, a percentage of an estate, or a residual value after other gifts have been satisfied. Bequests can be for a designated purpose.

Beneficiary Designations

Naming SABR as beneficiary of a life insurance policy, annuity, or retirement fund [e.g., IRA, 401(k), 403(b)] is a great way to eliminate substantial estate and income tax on these assets at the time of your death.

Direct Gifts of Cash

Legacy gifts of cash, publicly traded securities, or life insurance cash value from a policy that’s no longer needed can be given to the endowment fund at any time, providing tax-saving benefits for you and immediate benefits to SABR.


Contact Ben Rose at brose@sabr.org or (602) 496-1465 for questions.

To go back to the Friends of SABR page, click here.