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LEAVING A LEGACY TO THE DIABETES RESEARCH INSTITUTE DON’T BE IDLE… THE LLOYD L. AND HELEN R. DILWORTH FOUNDATION BE THE HERO! Carefree beach days and kick-back vacations are the embodiment of summer. Yet, a number of families affected by diabetes won’t be so idle this summer. They’ll join finalist Kevin Covais by becoming Diabetes Diplomats and organizing their own summer fundraising project to support the DRI. As part of his efforts, Covais has created a series of public service announcements urging kids ADVANTAGES OF A and families alike, “Don’t Be Idle…Be the Hero!” PRIVATE FOUNDATION “I love being a Diabetes Diplomat, and summer is the perfect time for anyone to do a fundraising project. I can do what I like to do while supporting research for a cure at the Diabetes Research • Unlike a direct gift, which usually bene - Institute,” said Covais, who was diagnosed with type 1 at age 11. fits one recipient on one occasion, a pri - Diabetes Diplomats are a league of students, teachers, parents, grandparents and other family vate foundation perpetuates the members and friends who are taking the search for a cure into their own hands. They come from all donor’s generosity. Private foundations over the world and serve as advocates, educators and event fundraisers in their schools and neighbor - are excellent charitable tools for indi - hoods. Some have diabetes. Some don’t. But they have all decided to “Be the Hero” by helping to find a viduals and families who want to influ - cure for this disease that affects nearly 24 million children and adults in the U.S. alone. ence not only their own time and place, but the future. Rather than laze the days away, Diabetes Diplomats are making summer matter. Some are running marathons or planning neighborhood car washes or lemonade stands. Others are organizing garage sales or dress-down days • Private foundations play a vital role in American Idol at the office. Kevin Covais created his own fundraising page at DiabetesDiplomats.kintera.org/KevinCovais. Following in A family photo from the 1970s (l-r): Nathalie, Robert and John Reese, and Helen and Lloyd Dilworth supporting social, scientific and cultural Season Five Finalist his footsteps and also inspired by his mother, Miriam , who serves on the DRI Foundation’s regional board Kevin Covais has innovation. New ideas needed by soci - of directors, Tyler Shiff, 13, created a fundraising webpage, as well. He has already surpassed $2,600! ety change, and a private foundation joined the Diabetes Diplomats, the In Tenafly, NJ, Leo Gregory, 7, has also been motivated by his parents, Danielle and Troy Gregory , who have served as Originally from Chicago, Lloyd and Helen Dilworth settled in Miami Beach where they can embrace new ideas as they occur. fastest growing were very charitable and involved in many organizations. community aiming co-chairs for two events in the Northeast. Leo coordinated a project at his elementary school called Helping Hands. His • Personal benefits accrue to donors for the cure. fellow students were encouraged to purchase paper hands for $1 or more. They then decorated the hands and displayed After Lloyd’s passing, Helen established The Lloyd L. and Helen R. Dilworth Foundation who establish private foundations. them outside each classroom, helping to raise nearly $800. in 1987, with the help of her professional advisors. The plans specified that assets from Many donors regard private founda - Bobbi Price organized her family and friends into a team called Hope for Hunter, named after her youngest son who has Helen’s estate were to pass into the foundation upon her death. To ensure that her tions as enduring tributes to loved type 1, and participated in a community-wide walkathon in Duncansville, PA, led by Diabetes Diplomat Lisa Treese during wishes were carried out, Helen’s brother, Robert Reese , who is now deceased, and their ones – memorials that are vital, dy - the previous school year. Becoming a Diabetes Diplomat himself, Hunter arranged an event called Caps for a Cure at his close friend and accountant of more than 30 years, Alfred J. “Fred” Katzin , CPA, were namic entities. appointed as trustees of the foundation, along with an institutional trustee, which school. He made an announcement to the entire student body, and the next day anyone who gave him a donation for is now Wells Fargo. You will need an attorney to get started the DRI could wear a hat at school. Then, as his 10th birthday approached, Hunter nobly requested donations to the and to help with your application to the DRI in lieu of gifts for himself at his Bowling Birthday Bash. “By appointing an institutional trustee, Mrs. Dilworth was able to make certain that Internal Revenue Service as well as craft As summer fades and fall arrives, these families will be gearing up for more projects including walkathons at their her foundation would have the benefit of prudent, professional asset management your foundation’s governance docu - schools. You can easily coordinate one too with the help of the DRI Foundation! and administration responsible for carrying out her vision,” said Maria Mas Blet , senior ments – Articles of Incorporation and By- vice president and philanthropic consultant, Nonprofit and Philanthropic Services of Laws. The Council on Foundations Wells Fargo Private Bank. suggests that you consult a lawyer who For those interested in joining the Diabetes Diplomats and becoming a part of the fastest growing community aiming “With careful planning, Helen earmarked 80 percent of her foundation’s annual distri - has expertise in nonprofit tax law. for the cure, visit DiabetesResearch.org/DiabetesDiplomats butions to benefit five organizations that were important to her. Her brother Robert or email [email protected]. had diabetes, which prompted her to include the Diabetes Research Institute Foundation among the charities that will continue to benefit from her generosity in perpetuity. The remaining 20 percent of the distributions are made at the discretion of the Tap into the powerful new Leo Gregory adds foundation’s trustees,” explained Mr. Katzin. a high five to his resources of the gift planning classmates’ Helping Diabetes continues to impact Helen’s family. Her nephew, John Reese , now 63, has been section of our website. Hands. diagnosed with diabetes. Her foresight and ability to provide funding for the Diabetes Research Institute’s cure-focused, patient-centered research may one day help John • Learn about tax benefits you’ll reap Hunter Price and his and the millions of children and adults living with this devastating disease today, as from various types of gifts friend, Wyatt, collect donations on Caps well as in generations to come. • Read about how-and why- others have for a Cure day. “Through the vision and generosity of extraordinary people like Lloyd and Helen Dilworth, made gifts to the DRIF Tyler Shiff created we have made significant progress in the fight against diabetes,” said Robert A. Pearlman , a fundraising page, president and CEO of the Diabetes Research Institute Foundation. “We are eternally • Match your personal situation with the and you can too! grateful for the legacy gift from The Lloyd and Helen Dilworth Foundation, which helps right gift for you with the interactive to take us one step closer to a permanent cure for diabetes.” Life-Stage Gift Planner™ Visit www.dri.giftplans.org today!

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