Annual Give and other Options
ANNUAL GIVE and Other Options
- You can make a gift via your Will or Living Trust
- You can give stock or other appreciated assets during life
- You can gift to a Charitable Remainder Trust that provides you income for life
Generosity comes in many forms. A legacy donation is one way for you to support important causes that matter the most to you. When you give to Aspen Ridge Preparatory School, you help us make a difference—both now and for future generations. Below are different donation options that are available to you.
A Gift in Your Will or Living Trust
A flexible and versatile way to ensure we can continue our vision for years to come is a gift in your Will or Living Trust, known as a charitable bequest. There is no minimum amount for a charitable bequest. You may make a specific bequest of a designated sum or asset, such as real estate, a piece of art, or particular securities. It is also possible to make a pecuniary bequest of a fixed dollar amount (e.g. $15,000) or a percentage of your estate (e.g. 25% of my estate).
By including a bequest to Aspen Ridge in your Will or Living Trust, you are ensuring that we can continue our mission for years to come. Your gift also entitles your estate to an unlimited federal estate tax charitable deduction.
A Gift of Stock or Other Appreciated Assets
Securities and other assets that have increased in value and have been held for more than one year are excellent assets to use when making a gift to Aspen Ridge. Making a gift of securities or other appreciated assets to us offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or other assets you have held more than one year to us in support of our mission, you can reduce or even eliminate federal and state capital gains taxes on the transfer. You are also entitled to an income tax charitable deduction.
Charitable Remainder Trust
A Charitable Remainder Trust generates a potential income stream for you, as the donor, or other beneficiaries. You will receive an income tax charitable deduction based on the value of the gift that will eventually pass to Aspen Ridge. Each year, the trustee will pay you income, based on a percentage of the trust’s current value, a percentage of the initial funding amount, or a fixed dollar amount determined at the initial funding. Upon your death, the remaining assets in the trust will go to Aspen Ridge.
You should work with an attorney to find a giving plan that is right for you. For more information on these gifting options and other ways Aspen Ridge can benefit from your generosity, please contact an attorney at Deters Law, LLC at 720.943.0924 or firstname.lastname@example.org or visit Deters Law, LLC.