Leave a Legacy Through Planned Giving
Planned giving is a gift that uses tax, financial, and charitable estate planning techniques to enable you to make a large gift commitment and at the same time receive tax and financial benefits, as well as the pleasure of supporting something close to your heart.
Ways to make thoughtful planned gifts.
• Name Safe Shelter as a beneficiary in your estate will for a specific amount or per cent of assets.
• Contribute assets to Safe Shelter through your IRA or other retirement plan.
Make Safe Shelter the owner of a paid-up life insurance policy or the beneficiary of a life insurance policy.
• Establish a charitable lead trust, designating Safe Shelter as the beneficiary. This reduces estate taxes and benefits Safe Shelter at the same time.
• Make a donation to Safe Shelter upon the sale of stocks that have gained in value, which will avoid owing income taxes on the gain.
Information that will assist you and your attorney:
We suggest that you consult with an attorney or financial planner when you are organizing your estate or gift plans.
• Our legal name is Safe Shelter of St. Vrain Valley.
• Safe Shelter is an IRS designated nonprofit 501(c)(3) corporation.
• Safe Shelter’s tax identification number is #84-0743126.
Safe Shelter can be a primary OR contingent beneficiary in your probate planning.
Here is some sample bequest language:
A General or Specific Bequest
“I give (the residue of my estate), or (X% of the residue of my estate), or (the sum of X Dollars), to the Safe Shelter of St. Vrain Valley of Longmont, CO.”
A Bequest of Real Estate
“I hereby instruct my personal representative to sell my real estate located at (address/city/state), and to give the net sales proceeds to the Safe Shelter of St. Vrain Valley of Longmont, CO.”
A Bequest to the Endowment Fund
“I give the sum of $__________ (must be a minimum of $25,000) Dollars to the Safe Shelter of St. Vrain Valley of Longmont, CO for its Endowment Fund.”