PLANNED GIVING

CREATE YOUR OWN LEGACY OF HOPE

All of us want to make a difference. We want to be remembered for the good we’ve done and the impact we’ve had on others. Making a planned gift to Anchor Point can be one way for you to leave a legacy that illustrates what is/was important in your life.

ARE YOU READY TO MAKE A PLANNED GIFT?

Whether you plant to include Anchor Point in your estate or not, please make sure you have an up-to-date will in place. Putting your wishes in a legal document ensures that you can control how your estate is handled rather than having your estate divided up according to the specific laws of the state in which you reside.

We encourage you to read over the options below and make a selection together with your financial advisors that will create the most value for you, your family, and the Anchor Point community. 

LET’S WORK TOGETHER

If you choose to include Anchor Point in your estate, we encourage you to share your plans with us. Your plans will be held in strictest confidence, but by knowing your intentions, we can help make sure your plans are followed.

Knowing your plans will also allow us to recognize your generosity through our Legacy of Hope Society, which honors those making planned gift to Anchor Point. You would have final say over what kind of public recognition you would receive.

PLANNED GIVING OPTIONS

After your review, you can send Anchor Point your completed Planned Giving Declaration to debbie@anchorpoint.us

 

Anchor Point’s Planned Giving Declaration

PLANNED GIVING OPTIONS

BEQUESTS

Whether you plant to include Anchor Point in your estate or not, please make sure you have an up-to-date will in place. Putting your wishes in a legal document ensures that you can control how your estate is handled rather than having your estate divided up according to the specific laws of the state in which you reside.

As you work with your own advisor, the following provides some suggested methods and wording for remembering Anchor Point in your will

Specific Bequest: “I give $_____(or a percentage of my estate) to Anchor Point, a 501(c)(3) not-for-profit agency located in Louisville, Kentucky” or “I give the following described property to Anchor Point, a 501(c)(3) not-for-profit agency located in League City, Texas: ________________________”

Residuary Bequest: “I give all (or a percentage) of the remainder of my estate to Anchor Point, a 501(c)(3) not-for-profit agency located in League City, Texas.”

Contingent Bequest: “In the event (primary beneficiary) does not survive me, I give $_____ (or a percentage of my estate) to Anchor Point, a 501(c)(3) not-for-profit agency located in League City, Texas

CASH, STOCKS & BONDS

Donating cash is the simplest way for you to make a gift to Anchor Point. Cash gifts can be made by check or credit card and can be sent through the mail or online. Gifts can be one-time or set up as recurring (typically on a monthly basis). Donating appreciated securities, including stocks or bonds, can be easy and tax-effective.

RETIREMENT ASSETS

You may also want to consider donating part or all of your unused retirement assets such as a gift from your IRA, 401(K), 403(b), pension, or other tax deferred plan.

LIFE INSURANCE

If you have a life insurance policy that you no longer need for its original purpose, consider making Anchor Point the owner and/or beneficiary of the policy.

REAL ESTATE

Anchor Point is willing to discuss gifts of real estate but these donations must meet certain criteria to be of value to our agency.

CHARITABLE GIFT ANNUITY

In exchange for the transfer cash or appreciated property to Anchor Point, we promise to pay fixed (rates based on your age) for the rest of your life.

CHARITABLE TRUST(s)

Charitable Remainder Trust(s) – You transfer cash or appreciated property to fund charitable remainder unitrust or annuity trust. The trust sells the property tax free and provides you with income for life or a term of years.

Charitable Lead Trust – You fund a trust that makes gifts to Anchor Point for a number of years. At the end of that period, your family receives the trust remainder at substantial tax savings.