BENEFITS OF PLANNED GIVING

Planned Giving provides you the opportunity to leave a major gift that may not be possible to do during your lifetime.

You, as a donor, can avoid capital gains taxes when you transfer assets as part of a Planned Gift. This will maximize your contribution to Amigos.

Charitable gifts are often exempt from Estate Tax so more of your gift goes directly to Amigos.

WAYS TO GIVE

A gift in your will

You can add a specific amount or a percentage of your estate to support the work of Amigos de Santa Cruz.

Ensure your support

You can donate the accumulated value of your current life insurance policies that you don’t need by adding Amigos de Santa Cruz as one of the beneficiaries.

A gift from your IRA’s

You can name Amigos de Santa Cruz as one of the beneficiaries in your tax-deferred retirement plans.

We would love to be advised if you decide to add us into your planned giving so that we can note it in our records.

If you have any questions about the instructions or any aspect of joining The Amigos Legacy Circle, please feel free to email our team specialized in planned giving at Amigos de Santa Cruz.

CONTACT AMIGOS LEGACY TEAM

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