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Planned Giving

WHAT ARE PLANNED GIFTS?

A Planned Gift is a donation to a charitable organization that requires thought and consideration. It is not a gift that one can generally make by reaching for their daily checkbook. A Planned Gift typically involves a discussion with a financial advisor, CPA, attorney, etc.

PLANNED GIVING OPTIONS

Gifts that Create a Legacy

Bequests – Leave a specific amount or percentage of your estate to Crossroads Ministry in your Will:

  • You want to support Crossroads Ministry after your lifetime.
  • You want to make a gift while ensuring your family is taken care of first.
  • You would like an easy to establish gift that can be amended at any time.
  • You can receive estate tax relief.

Beneficiary– Designate Crossroads Ministry as your beneficiary on a number of insurance or retirement policies:

  • You want to support Crossroads Ministry after your lifetime.
  • You can use IRA and Retirement, Life Insurance Policies, or Insurance Annuity Beneficiaries.
  • You want an easy process which can be amended.
  • You can receive estate tax relief.
Gifts that Pay You Income

Charitable Gift Annuities– Make a gift to Crossroads Ministry and receive steady payments back to you in return:

  • You want to support Crossroads Ministry over the long term.
  • You will receive stable payments, unaffected by changes in the economy.
  • You are able to part with cash, stocks or other assets today while maintaining and possibly increasing income received from these assets.
  • You are nearing retirement and would like to arrange for an extra steady stream of payments to supplement other retirement income, either now or later.
  • You would like to receive income tax relief this year.

Charitable Remainder Trusts– Make a gift to Crossroads Ministry that provides you income in return:

  • You want to support Crossroads Ministry over the long run.
  • You would like more future income and a fixed rate which you can count on.
  • You own low-yield assets that are worth more now than when you purchased them.
  • You want a higher current income without incurring up-front long-term capital gains taxes.
Gifts You Make Today

Property:

  • You can give your home, but live in it for the rest of your life!
  • You can give real estate, vehicles, art, or other gifts.
  • You can give stocks and other investments.
Resources

Estes Valley Legacy

For questions or more information, please contact:

Brian Schaffer
970-599-4200
brian.crossroadsep@gmail.com
– or your Financial Advisor