Creating your Legacy
Thank you for your interest in creating your legacy.
Below you will find options for ways you can give to Adoption & Beyond with a long-term focus. Please be sure to contact Steffany Aye at email@example.com or 913-381-6919 to start the conversation about creating your legacy through Adoption & Beyond.
Workplace Giving & Employer-Matched Gifts
Many companies match employee donations to our organization. Contact your human resources department to determine if your company offers a matching gift program.
Did you know that when you donate stock, you avoid the tax on the gain while deducting 100% of the value of the contribution? When you give stock, you may earn 2-3x the tax savings vs. donating cash. It’s a win-win for you and us. And now it’s fast, safe and easy to do.
Adoption & Beyond, Inc. has partnered with DonateStock.com to enable our supporters to make stock donations in 10 minutes or less. Our DonateStock page https://donatestock.com/adoption-beyond enables you to donate stock from your brokerage directly to our account through a secure portal, making the gifting process fast, safe and easy.
So remember, charitable giving doesn’t always mean cash. By giving stock, your support will have even greater impact—without denting your pocketbook. Give smart and save more by putting stock in something that matters.
Visit our DonateStock page at https://donatestock.com/adoption-beyond
Qualified Charitable Distribution (QCD)
Qualified Charitable Distribution allows IRA holders, age 70 ½ or older, to donate to a qualified charity from their Traditional or Roth IRA (including inherited) tax-free. Talk with your financial advisor about taking advantage of the QCD to benefit the work that Adoption & Beyond does for families and children.
It’s not easy to think about you not being here on a daily basis with your loved ones. A Will provides for the people and charities that are most important to you. It’s the best way to ensure your wishes are carried out. A gift from your Will is a powerful way to make an impact at Adoption & Beyond.
You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming Adoption & Beyond as a beneficiary of a retirement plan or life insurance policy. A bequest is a gift from your estate—a transfer of cash, securities, or other property—made through your estate plans. A bequest costs nothing now and enables you to contribute to Adoption & Beyond’s impact far into the future. Some of the advantages of creating a bequest include:
- You retain control of and use of your assets during your lifetime.
- You may modify your bequest if your circumstances change.
- Gifts to Adoption & Beyond from your estate are exempt from federal estate taxes.
Sample bequest language
I bequeath to Adoption & Beyond, Inc. (Tax ID #75-3159701), a nonprofit organization located at, 16236 Metcalf Ave, Overland Park, Kansas 66085,
the sum of _________ dollars; or
an amount equal to ________ percent of the net value of my estate; or
all the rest, residue, and remainder of my estate
An endowment provides for Adoption & Beyond’s future. Earnings from the endowment give perpetual support for Adoption & Beyond’s most pressing needs. An endowment gives Adoption & Beyond fiscal strength and stability to ensure our continued success in building healthy families through child-centered adoptions.
1. Click Here to download the endowment form.
2. Provide the completed form to your investment advisor. Your advisor will initiate the transfer directly to Adoption & Beyond.
3. Adoption & Beyond is notified when your gift for the endowment has been received.
A donor-advised fund allows donors to make a charitable contribution and receive an immediate tax deduction. Contact your Financial Advisor about making a charitable gift through a donor-advised fund to Adoption & Beyond. If you have a donor-advised fund through Fidelity Charitable, Schwab Charitable, or BNY Mellon Charitable Gift Fund, you can easily recommend a grant to Adoption & Beyond using the DAF Direct form down below on this page.
(See Below Link)