Planned Giving: You Decide Your Legacy
We invite you to consider becoming part of our Caring Legacy where your gifts will continue brightening the lives of those we serve for decades to come.
Your dollars help us ensure that every child, adult and family we serve will receive top quality care during times of great vulnerability. You can designate to any of the programs you know and love ranging from our material-child health care programs, to our unbeatable hospice care, to our grief and loss services that are invaluable following the death of a loved one.
You hold great power—you can brighten and better lives. Please consider leaving a gift to us in your estate so that you are able to continue to comfort those we serve for decades. Please consider a few of the giving options below…the impact you can make will be treasured by those we serve.
Gifts by Will or Living Trust
A gift to our Foundation in your will or revocable trust enables you to continue your giving and to impact the lives of the clients, patients and families we serve for generations to come. This type of gift is easy to arrange, will not alter your current lifestyle in any way and can be easily modified to addresses changing needs. With a bequest, you may save on income taxes, capital gains taxes and estate taxes. Language used could be as follows: I hereby give, devise and bequeath _________ to EveryStep Foundation, or its future entity, a nonprofit organization located at 3000 Easton Boulevard, Des Moines, IA, 50317, Federal Tax ID #42-1239748, for EveryStep/Amanda the Panda’s general use and purpose.
You can help preserve your retirement funds by leaving assets, such as a 401(k) or an IRA, to EveryStep Foundation. If you are 70 ½ or older, you can rollover up to $100,000 per year from your IRA as a charitable gift. Through these gifts, you avoid the tax on income if directed to charity.
Gifts of securities such as stocks and mutual funds you have owned for at least one year entitle you to an income tax charitable deduction equal to the full market value. Along with your deduction, you also avoid capital gains tax on the securities you contribute.
Life insurance can be turned into a gift by naming the EveryStep Foundation as the beneficiary of your policy. A gift of life insurance may provide valuable income and estate tax savings.
Donor-Advised Fund (DAF)
By creating a donor-advised fund, you are eligible for an immediate charitable tax deduction for the full fund amount while allowing you to distribute the funds at a later time to charities of your choosing. Gifts of cash, securities, real estate, shares of a closely-held business or other appreciated assets opens a DAF. To open a DAF you will need to coordinate with a vehicle such as your local community foundation. You advise how you would like the money to be donated.
*Contact your financial advisor with inquiries about your specific financial situation.
Interested in learning more? Please contact: