Planned Giving & Other Ways to Give
Bequests & Planned Gifts
A charitable bequest can be tailored to almost any set of circumstances, and it provides an deduction for estate tax purposes. Bequests also provide a flexible planning tool for meeting the needs of loved one and making choices that fulfill personal wishes. Today, bequests can take many forms. In the last will and testament, you may stipulate a specific cash donation, or state a percent of your gross assets. Click here for a Planned Giving Gift Guide.
A bequest in your will is right for you if:
- You want to guide not only the future ownership of your possessions, but the legacy that you want to leave behind.
- You want to use your will or living trust to make sure your support of USABA continues after your lifetime.
- You want to balance your generosity to USABA with an assurance that loved ones are taken care of first.
- You want to maintain the flexibility to change your mind about your gift at any time.
If you feel comfortable doing so, making USABA aware of your bequest is very helpful. By informing us of your wishes, we can recognize your thoughtful generosity and ensure that your bequest will be executed as you intend. Please contact Mark Lucas at (719) 866-3224 to discuss your plans in confidence, at no obligation.
Your gift can be doubled, or even tripled, if you or your spouse work for a company with a matching gift program. All you need to do is obtain a matching gift form from your human resources department, fill it out, and mail it to the USABA, 1 Olympic Plaza, Colorado Springs, CO. 80909
Products or services, which have the effect of reducing our operating costs, are greatly appreciated.
Stocks or Securities
Gifts of appreciated stock enable you to maximize your philanthropic impact while avoiding capital gains taxes.
A gift of a life insurance policy allows you to make a major gift for a modest cost. Many donors like to use insurance gifts to receive a current tax deduction while disposing of an old policy that is no longer needed.
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