Make a plan, begin a lasting impact
By making a plan for your contributions, you provide a gift that will serve children and families significantly over time, from the toddlers who need a forever home to the teenage women who are ready to start a new chapter after a life of abuse. Here are the many ways you can contribute:
Will or Trust
A gift made through a will or living trust can be made with a simple provision or amendment prepared by your attorney. Gifts included in wills and living trusts are popular because they are flexible, easy to arrange and may be changed with your life circumstances.
Charitable Gift Annuity
A charitable gift annuity permits you to transfer assets to Upbring in return for a partial tax deduction and a fixed income for your lifetime. Charitable gift annuities are easy to establish and can be funded with relatively modest amounts.
Charitable Lead Trust
A charitable lead trust is an irrevocable trust that allows you to provide financial support to Upbring for a specific period of time, with the remaining assets eventually going to family members or other beneficiaries.
IRA and Retirement Plan Gifts
A retirement plan can be a tax-efficient way of including Upbring in your estate plan by simply naming Upbring as a beneficiary on your plans designation form.
Property such as a house, apartment, condominium or vacation home constitutes a significant percentage of a person’s net assets and can also be a tax-deductible gift.
Giving securities is one of the most effective ways to give from a tax planning perspective. Securities that are publicly traded, purchased over a year ago and have increased in value, can be an especially attractive way to fund a donation to Upbring.
Information for Electronic Stock Transfer to Upbring
|Broker Address||J.P. Morgan Private Bank221 W. 6th Street, Floor 2 Austin, TX 78701|
|Broker Telephone||(512) 479-2027 | Carlin Ryger-Wasserman|
Please contact us via mail, email, or telephone regarding the purpose of the gift when the transfer is made. To learn more about planned giving, contact Brittany Kegley, Director of Donor Relations at [email protected] or by calling 512-459-1000.