1925年学会
礼物的选择
There are a variety of options when considering an estate gift, and your professional advisors can help you evaluate these options more fully. The right choice will always be the one that works best for you.
慈善捐款
By naming 正规的购彩app下载 Fund in your Will or Living Trust, you can create
a gift today that we will receive when your estate is settled. 立遗嘱时，
people consider those closest to them – family and loved ones, as they must always
是第一位的! Yet, it is also an ideal opportunity to consider a lasting gift for Trinidad
状态. Bequest planning is highly flexible.
- Sample language for a specific bequest to Trinidad 状态:
“I give to 正规的购彩app下载 基金会, 展望街600号, 特立尼达，科罗拉多州81082, a Colorado non-profit corporation, the sum of $_______ [or ______% of my estate; or the property described herein], for its general purposes.” - Sample language for a residuary bequest to Trinidad 状态:
“I give to 正规的购彩app下载 基金会, 展望街600号, 特立尼达，科罗拉多州81082, a Colorado non-profit corporation, all [or ____%] of the rest, residue, and remainder of my estate, both real and personal, for its general purposes.”
In addition, you can designate a bequest (or any estate gift) for a specific purpose,
such as an endowed scholarship or program fund.
For more information about designating your gift, please contact the 基金会.
退休计划
You can name Trinidad 状态 as a beneficiary of your IRA or company retirement plan.
To make this gift, simply request a “beneficiary change” form from your IRA custodian
or 人力资源 department, complete the form, and then return it according to
the instructions provided. Beneficiary change forms are often 网上.
人寿保险
You can name Trinidad 状态 as the beneficiary of a new or existing life insurance
政策. This gift is as simple as updating your beneficiary designation form with
保险公司. You can designate us as the primary beneficiary for a percentage
或者具体数量. To make this gift with an existing 政策, simply request a “beneficiary
change” form from your life insurance company, complete the form, and return it according
to the instructions provided. Again, most companies make beneficiary change forms
网上. As an additional option, you can donate an existing 政策 outright
to Trinidad 状态, making us the 政策’s owner and beneficiary. You could also establish
a new 政策 to benefit Trinidad 状态, which is sometimes attractive for younger
捐助者.
Payable on death (POD) account
With a POD option at your bank, you can name Trinidad 状态 as the beneficiary of
any remaining funds once you, the account owner, pass away. As eventual beneficiary,
Trinidad 状态 has no rights to the funds until after your lifetime. 在那之前，
you remain in control and are free to use the money in the bank account, change the
beneficiary or close the account. Your bank will have the necessary instructions.
Transfer on death (TOD) account
With a TOD designation on your brokerage or investment account, you can name Trinidad
状态 and/or other persons to receive any remaining assets after your lifetime. It
is not necessary for the TOD designation to transfer all of the account solely to
Trinidad 状态—you can designate a certain percentage of the account. 有了TOD账户，
no beneficiary will have any rights to the funds until after your lifetime. 直到
that time, you are free to use the money in the brokerage account, to change the beneficiary
或者注销账户. Your broker will have the necessary instructions.
Charitable Remainder Trust
In the right situations, a charitable remainder trust can provide powerful financial,
tax, and estate planning benefits. You donate assets into trust for the eventual benefit
特立尼达国. In the interim, the trust pays income to you and/or your designated
收入的受益者.
慈善先导信托基金
A charitable lead trust can provide support to Trinidad 状态 for a defined period
of time, before typically transferring assets to your heirs with little or no gift
或者遗产税. While not appropriate for everyone, in the right situation it can be
a powerful estate planning option.
保留终身地产
You can donate a residence to Trinidad 状态 and still retain the right to live there
for the rest of your life. This gift typically provides an immediate income tax deduction.
Each retained life estate gift will be individually negotiated and approved by the
基金会's Board of Directors, and the final decision to keep or sell your eventual
gift of property rests with the 基金会.
All inquiries are held in strict confidence. There will never be any expectation or obligation to complete a gift.
欲了解更多信息，请 please contact the 基金会.