A planned gift or bequest gives long-term support to Pathways and can bring a variety of financial benefits to your and your family. Whether you are thinking about a bequest, charitable gift annuity, or setting up a trust, we can guide you in the choice.
Planned giving options include:
- Your will or living trust:
- You can give a specific dollar amount or piece of personal or real property to Pathways upon your death.
- You can designate a specific percentage of your overall estate, which allows you to increase your gift as your assets increase without revising your will.
- You can make a residual gift after other bequests are distributed, or
- You can name Pathways as a contingent beneficiary for any of the above, in the event your primary beneficiary does not survive you.
- Life Insurance policies: your can name Pathways as your primary or secondary beneficiary on all or a portion of your life insurance policies.
- Retirement Plans: If you have a retirement plan through your employer, or an IRA, 401K or 403B plan, you can name Pathways as a primary or secondary beneficiary to receive all or a portion of the proceeds from the plan.
- Charitable Gift Annuities or Charitable Remainder Trusts: More sophisticated estate-planning tools, such as charitable gift annuities or charitable remainder trusts, also can be used to help Pathways. These life-income gifts provide an annual annuity to you for all or a portion of the remainder of your life in exchange for a principal amount of your choosing.
To learn more about planned giving, please contact Judy Calhoun, Director of Development at 970-292-1068 or Judith.email@example.com.