The NATA Research & Education Foundation has introduced the Shoe Box Society for Planned Giving, a new group that honors those whose estate planning supports the Foundation's mission.

Foundation President Mark Hoffman, PhD, ATC, said the new society accomplishes two goals at once: it recognizes a group of very special donors while also shining a light on the concept of remembering the Foundation in your will.

"This is another opportunity for someone to show their passion for the Foundation" Hoffman explained.  "The goal is to develop a group of donors who include the Foundation in their estate planning, and for us as a Foundation to have the opportunity to publicly recognize their generosity."

The Shoe Box Society has come about as the Foundation's Capital Campaign revs up for its next phase.  The creation of this special group hearkens back to the visionary pioneers who founded the NATA: those athletic trainers knew their efforts would benefit the people who followed in their footsteps more than themselves, and they were willing to invest in the future.

Shoe Box Society at a Glance

Purpose

The Purpose of the Shoe Box Society for Planned Giving is twofold:

1. To appropriately honor those who have designated the Foundation in their estate plan.

2. To promote planned giving by documenting and disseminating personal testimonies focusing on the motivation for having designated the Foundation in an estate plan.

Membership

Membership in the Shoe Box Society is open to those who have made a planned gift or those who have designated the Foundation in their estate plan.  Any size commitment qualifies the individual(s0 for membership.

Eligibility

To be eligible for this society, inform the Foundation in writing that it has been named in an estate plan through a bequest  intention in a will, insurance policy, charitable gift annuity contract, estate note, trust, retirement plan beneficiary designation or other type of planned gift.

Benefits

Why join the Shoe Box Society?  There are two key reasons:

1. Satisfaction in knowing a planned gift will benefit the Foundation in perpetuity.

2. Opportunity to motivate others to make a planned gift or to designate the Foundation in an estate plan,

Members have the option of allowing us to highlight their planned giving commitment through:

• A Membership Pin or Pendant and Certificate of Membership in the Society;

• Recognition at the NATA Foundation Donor Reception held at the NATA Annual Meeting;

• Inclusion on the NATA Research & Education Foundation's Planned Giving Society's Virtual "Wall of Distinction" on the Foundation Web site and in the Foundation's printed materials.

For details, contact Foundation Director John Oliver at johno@nata.org or Capital Campaign Manager John Honaman at johnh@nata.org

Back to January 27, 2009 eBlast Newsletter