Support the Next Generation of Outdoor Leaders

Planned Giving & Gifts of Assets Options

GIFTS OF STOCKS AND BONDS

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Lincoln Hills Cares.

BENEFITS OF GIFTS OF STOCKS AND BONDS

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction & Colorado Child Tax Credit
• Further our mission today

HOW TO MAKE A GIFT OF STOCKS AND BONDS

By electronic transfer – Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Lincoln Hills Cares.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

MORE ON GIFTS OF STOCKS AND BONDS

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock prices on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

GIFTS OF REAL ESTATE

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to LHC.

BENEFITS OF GIFTS OF REAL ESTATE

• Avoid paying capital gains tax on the sale of the real estate
• Receive a charitable income tax deduction based on the value of the gift
• Leave a lasting legacy to Lincoln Hills Cares.

HOW TO MAKE A GIFT OF REAL ESTATE

Your real property may be given to Lincoln Hills Cares by executing or signing a deed transferring ownership. You may deed part or all of your real property to LHC . Your gift will generally be based on the property's fair market value, which must be established by an independent appraisal.

GIFTS OF RETIREMENT ASSETS

Donating part or all of your unused retirement assets, such as your IRA, 401(k), 403(b), pension or other tax-deferred plan, is an excellent way to make a gift to Lincoln Hills Cares.

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

BENEFITS OF GIFTS OF RETIREMENT ASSETS

Avoid potential estate tax on retirement assets

Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis

Receive potential estate tax savings from an estate tax deduction

HOW TO MAKE A GIFT OF RETIREMENT ASSETS

To leave your retirement assets to LHC, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Lincoln Hills Cares as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

MORE ON GIFTS OF RETIREMENT ASSETS

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to LHC. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

GIFTS OF INSURANCE

A gift of your life insurance policy is an excellent way to make a gift to LHC. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to LHC. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

BENEFITS OF GIFTS OF LIFE INSURANCE

• Receive a charitable income tax deduction
• If LHC retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
• If LHC cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
• If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

HOW TO MAKE A GIFT OF LIFE INSURANCE

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Lincoln Hills Cares as the beneficiary of your policy.

Leave LHC IN YOUR WILL WITH A BEQUEST

LEARN ABOUT WILLS AND BEQUESTS

• What are the benefits of making a bequest?
• You leave a lasting legacy to be remembered
• You lessen the burden of taxes on your family
• You may receive estate tax savings

HOW DO I MAKE A BEQUEST?

A bequest is one of the easiest gifts to make. With the help of an advisor, you can include language in your will or trust specifying a gift be made to family, friends or Lincoln Hills Cares as part of your estate plan.

What are my options?

A bequest can be made in several ways:

• You can gift a specific dollar amount or asset
• You can gift a percentage of your estate
• You can gift from the balance or residue of your estate
• You can make a beneficiary designation of certain assets

HOW DO I GET STARTED? 

Contact:  James Abbot

Development Director

• Office: 720.363.8308
• Email: James@lhcares.org