Ways to Give
Safeguard Your Assets
If you wish to make an impact at ALL while also securing a future for your family, consider establishing a charitable lead trust.
You transfer cash or other assets to a trust that provides payments to Autism Life and Living for a specified period. Once the term ends, the remaining trust assets pass to your family or other chosen beneficiaries.
There are two types of charitable lead trusts that make payments to ALL:
A charitable lead annuity trust provides a fixed annual payment to ALL, making it particularly appealing when interest rates are low.
A charitable lead unitrust offers a variable annual payment to ALL based on the value of the trust’s assets. If the assets appreciate in value, the payments to ALL increase as well.
An Example of How It Works
Don would like to support ALL while also benefiting from tax advantages. After receiving a substantial windfall, he needs a large income tax deduction to offset the income. On the advice of his financial advisor, Don establishes a grantor charitable lead annuity trust with assets valued at $1,000,000. The trust pays $60,000 annually (6% of the initial fair market value) to ALL for 15 years, totaling $900,000. After the 15 years, the remaining trust balance reverts to Don. As a result, he receives a charitable income tax deduction of $614,445. Assuming an 8% average annual return, Don expects to receive around $1,600,286 at the end of the trust term.
*Based on a 5.2% charitable midterm federal rate. Deductions and calculations will vary depending on your personal circumstances.
Fund Your Donation With:
- Cash
- Appreciated Securities
- Closely Held Stock
- Real Estate
Next Steps
- Reach out to [insert name] at [phone number] or [email] to discuss how you can support ALL by establishing a charitable lead trust.
- Seek the advice of your financial or legal advisor.
- If you include ALL in your plans, please use our legal name and federal tax ID.
Legal name: Autism Life & Living, Inc.
Address: 326 E. Coronado Rd. # 205,
Phoenix, AZ 85004
Federal tax ID number: 87-1724709
Contact Us
Have questions that aren't answered here? We would be happy to speak with you and help answer any of your questions or other concerns.
Already included us in your estate plan? Let us know