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Bequest and Legacy Giving

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Planned gifts provide resources that preserve the future of the Adaptive Sports Center. Donors are including the ASC in their estate plans, providing us with necessary funding to continue our mission. Below you will find information regarding the most popular types of planned gifts.

We invite you to join us!

We urge you to consult with your financial and/or tax advisor before making a planned gift to the ASC.

 

THE MOST POPULAR PLANNED GIFTS

 

GIFTS FROM YOUR WILL (GENERAL BEQUEST) - Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs.

Bequest Language

 

BENEFICIARY GIFTS (RETIREMENT ACCOUNTS) - Naming the ASC as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plans, or other donor-advised funds will accomplish a charitable goal while realizing significant tax savings.

Beneficiary Gift

 

GIFTS THAT PAY YOU (CHARITABLE GIFT ANNUITY) - You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc) into a gift to the ASC that provides income to you. Your charitable gift annuity will give you quarterly, fixed payments for life and tax benefits too.

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CURRENT GIFT OPTIONS

GIFTS OF STOCK (APPRECIATED STOCK) - When you donate appreciated stocks, bonds or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.

Stock Transfer Info

 

CHARITABLE IRA DISTRIBUTION - If you're 72 or older, you can make a gift directly from your IRA to the ASC. While there is no charitable deduction for a charitable IRA distribution, you do avoid the income tax on the donated portion of your required minimum distribution.

IRA Gift Info

 

GIFTS OF PROPERTY (REAL ESTATE AND OTHER VALUABLES) - Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.

 

LET'S TALK!

There are many giving options available to you. Contact Allison Butcher at (970) 349-2296 x107 or allison@adaptivesports.org.

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