Planned Giving
Leave a Legacy
Planned gifts have an enormous and lasting impact on Athletes and Causes. Planned gifts also form part of an overall financial plan that can provide you with significant benefits. For example, planned gifts can help you maintain control of your assets during your lifetime, take advantage of a number of tax benefits, leave a legacy at Athletes and Causes and possibly even provide income to yourself or others during your or their lifetime. Unlike gifts of cash, planned gifts typically come from assets in your estate, rather than disposable income.
Common planned giving mechanisms:
Bequests
With the help of an advisor, include language in your will or trust specifying a gift.
IRA Charitable Rollover
If you are 70 1/2 years old, you can give up to $100,000 from your IRA directly without having to pay income taxes on the money.
Retirement Assests
Make a gift of your unused retirement assets by listing Athletes and Causes as a beneficiary.
Make a gift of your unused retirement assets by listing Athletes and Causes as a beneficiary Insurance – if you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.
Insurance
Contact us.
Contact Chris Haran chris@athletesandcauses.org for additional information on bequests or to chat more about the different options for including Athletes and Causes in your will or estate plan. Please seek advice of your financial or legal advisor.