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Planned Giving

IHTA Legacy Society

Successful legacy gift planning allows you to make charitable contributions in ways that maximize your gift to IHTA while potentially providing you with financial and tax incentives.   

WILL

A bequest in your will or trust would enable you to make a gift to support IHTA.  An example of language that you can use is: I give and bequeath the sum of $____ to support IT HAPPENED TO ALEXA.

LIFE INSURANCE STRATEGIES

  1. Name IT HAPPENED TO ALEXA as beneficiary (full or a %) of existing life insurance policy,  There maybe tax deductible benefits of naming IHTA as owner of a existing policy.
  2. Purchase new policy then name IHTA as owner and beneficiary, your premiums may be tax deductible.
  3. Name IT HAPPENED TO ALEXA as owner and beneficiary of an existing paid up life insurance policy.  You may be able to deduct the cash value at time of gift.

IRA / 401k PLANNING

(IRA or 401k) assets naming IT HAPPENED TO ALEXA as a beneficiary can offer you significant value.  Due to applicable estate and income tax at death of retirement plan assets family member could receive as little as 40% to 60% of the value of your IRA or 401K.  Much of this tax may be avoided if assets are used to fund a bequest.

DONATE APPRECIATED STOCK

There may be tax advantages of donating appreciated stock to IHTA. Please contact us for more information.

 

For supporters who use planned giving to help IHTA there will be gift acknowledgement (if you desire).   Your name will be printed in IHTA publications and on our web site as a member of It Happened to Alexa Legacy Society.

For more information on any of the benefits of the legacy planning strategies listed above, or for guidance on how to set up a legacy gift, please complete the form below.

 

For more information on Legacy Planning, please fill out the form below:
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