Remember the Alohas in Your Will
Named in honor of our founders, Edward and Harriet Gulick (known as Father and Mother Gulick), the Gulick Legacy Society recognizes alumni, parents, grandparents, and friends who have provided for the Alohas in their estate plans.
Since the Foundation’s first bequest from alumna Gladys Wales McCarthy in 1980, support from legacy giving has continued to transform the camps.
We invite you to create a legacy of the Aloha spirit—a world of self-discovery and personal growth for children and families that you cherish. Consider these giving options:
- A gift through your will. Gifts by will or trusts are an easy and powerful way to support the Alohas. A bequest can be made in the form of a specific dollar amount or property. It also can be a percentage of the remainder of an estate.
- A gift of retirement plan assets or life insurance. Designate the Aloha Foundation as a remainder beneficiary of your IRA, 401(k), other qualified retirement plan, or your life insurance policy. It’s simple and fast—in many cases you may be able to make your designation online once you log into your account.
- A gift you can set to work today. If you’re 70½ or older, the IRA charitable rollover allows you to give up to $100,000 annually from your IRA to The Aloha Foundation tax-free. A transfer directly to the Alohas enables you to avoid recognizing the distribution as taxable income. Sample transfer instructions are here.
For additional information about bequests or to discuss including the Aloha Foundation in your will or estate plan, please contact Cheryl Olson at email@example.com or (802) 333-3400 ext. 1109.
Legal Name: Aloha Foundation, Inc.
Address: 2968 Lake Morey Road Fairlee, VT 05045
Tax ID Number: 03-6016791