Planned Giving

Charitable Planning at ACH Child and Family Services

When you include ACH Child and Family Services in your will, trust or other long term charitable plans, you are making a commitment to bettering the lives of children and families in North Texas.

Is ACH named in your Will or other planning documents?

If your Will, Trust or other estate plans include ACH, please let us know! We will ensure your gift will be used exactly as you intend and helps us plan for the future.

Also, once you inform us of your plans, you will be invited to join The Circle of Life. Members of the Circle receive exclusive benefits and invitations. Your gift may remain anonymous, if you choose.

Is it time to update your estate plan?

Please include a charitable bequest to ACH Child and Family Services. For a specific bequest in Wills or Trusts, please use the following suggested bequest language. Please share this information with your attorney or other advisor:

I give and devise to ACH Child and Family Services (Tax ID # 75-0818140)
located in Fort Worth, Texas, the sum of $_________ to be used for its general support (or the support of a specific fund or program).

For contingent, residual or other types of bequest language, please contact:

Barbara Shelton, CFRE
Chief Development Officer
817-886-7115
barbara.shelton@ACHservices.org


More ways you can make a planned gift

Retirement Plans:
Your IRA, 401k, 403b, or other retirement plan is a wonderful way to leave a legacy. You can name ACH as a full or partial beneficiary on a “change of beneficiary form.” Did you know that retirement plans left to individuals or family trusts are some of the most heavily taxed upon death -- up to 70% of your plan’s value could be lost to taxes. As a 501(c)(3) charitable organization, ACH receives these same assets free of all taxes.

Life Insurance:
You can leave a significant legacy by donating a paid-up policy you may have outgrown, or by naming ACH as a beneficiary of an insurance policy. Life insurance paid to a charity is not subject to Federal estate tax and you may be able to receive an income tax deduction for your premium payments.

Brokerage or other accounts:
Most people do not realize that they can leave assets from their accounts to their favorite charitable organizations. You may name a charity as a full, partial or contingent beneficiary to a brokerage, savings or other accounts. Simply fill-out a “change of beneficiary form” offered by your account representative.

Securities:
Gifts of appreciated stocks, bonds and other securities you own for at least one year are eligible for your charitable income tax deduction based on their fair market value on the gift date, and no capital gains tax is due on the appreciated value.

Charitable Trusts:
Hard-earned assets are worth protecting and various charitable strategies can safeguard family assets while providing security for loved ones and your favorite charities, like ACH. Consider having a conversation with your advisors about whether a charitable trust is right for you. Here are two examples:

Charitable Remainder Trust
A charitable remainder trust allows you to provide income distributions for yourself or others while making a gift of the remaining assets to ACH when the trust ends. The income distributions may continue for the lifetimes of the beneficiaries, a fixed term of not more than 20 years, or a possible combination of the two.

Charitable Lead Trust
Annual gifts of income are first made to ACH and when the charitable lead trust ends, the remaining assets are distributed to you or your beneficiaries.

Do you have a Donor Advised Fund?

Please consult with your advisor about how you can make a gift through your Donor Advised Fund.

 

All information regarding Planned Gifts is held in the strictest of confidence and donors may choose to remain anonymous.

The information contained on this webpage is for informational purposes only and is not intended to serve as legal or tax advice. For specific information about any of the above opportunities, please consult your tax adviser or attorney.

 

Please complete this quick form and a member of our staff will contact you to discuss further details and address any questions.
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