Will of trust (Bequest)
After planning the future financial security of your loved ones, you can designate that the American Transplant Foundation receive:
- The remainder of any funds after the distribution to loved ones
- A direct percentage of your estate
- A fixed dollar amount
- Specific property other than cash
Example of bequest language:
I give, devise, and bequeth to the American Transplant Foundation located in Denver, Colorado, the sum of ($____) and/or (____) percent of the residue of my estate and/or (other personal or real property described) to be used for its general purposes.
Our naming language to include in your bequest:
American Transplant Foundation
600 17th St. Ste. 2515 S
Denver, CO 80202
Tax ID#: 02-744032
Retirement Plan or Life Insurance Policy
You may decide to support our patients through a life insurance policy or remaining retirement account funds beyond the security you provide for family and friends. You can name the American Transplant Foundation as the beneficiary of your retirement plan(s) or Life Insurance Policy. Please contact your financial advisor to discuss these options or your plan administrator to request the required forms.
Charitable Lead Trust or Remainder Trust
You can give a substantial gift the American Transplant Foundation through a Charitable Lead Trust or Remainder Trust.
A Charitable Lead Trust is created through a transfer of cash, securities, or other property to a trust. Durin its term, the trust pays a fixed amount each year ot the American Transplant Foundation. When the trust ends, its remaining principal passes to your family or other heirs you name.
A Remainder Trust can help you maintain or increase your income while making a significant gift to the American Transplant Foundation. You irrevocably transfer cash, securities, or other property to a trust. Durin its term, the trust pays a percentage of its value each year to you or anyone you name and when the trust ends, its remaining principal passes to the American Transplant Foundation.
Tax benefits are dependent on the type of trust you consider. Please contact your financial advisor to learn more about setting up a Charitable Lead or Remainder Trust benefitting the American Transplant Foundation.
As the full amount of donations from stocks, bonds, mutual funds, and other securities are deductable, such gifts made through stock securities may be an option for you. Please contact your financial advisor and contact us for further information you may need to provide your registered representative, broker dealer, or mutual fund company.