PLANNED GIVING

Make your life’s legacy one that creates opportunities for children and adults of all abilities.

Through a planned gift to support Looking Upwards’ mission, you help promote the growth and independence of children and adults of all abilities. Your generosity helps to support individuals in realizing their potential and living fulfilling lives.

We thank you for your vision and foresight in considering a planned gift to help sustain this important work. Through planned giving, you can use a wide range of assets, that fit your unique circumstances, to grow your impact while also benefitting from tax advantages.

Any planned gift you make can be designated to go directly to Looking Upwards or to our endowment.  When you specify your planned gift to go directly to Looking Upwards, upon receipt of the funds, they are put right to use in support of our mission. Alternatively, you might ask us to direct your gift towards our endowment, an investment fund specifically set aside to ensure our mission well into the future. The choice is yours.

Here are some examples of planned gifts you might choose to make:

Outright Gifts

  • Bequest: Making a gift to Looking Upwards from your will or trust is simple. Options range from a specific amount, to a percentage from your estate or to whatever remains after other bequests are made.

  • Insurance Policy: This is one of the easiest ways to make a planned gift to Looking Upwards. Life insurance can be used as a charitable asset, allowing you to be eligible for a charitable tax deduction. You can make Looking Upwards the beneficiary of part or all of your insurance proceeds.

  • Retirement Fund Assets: Ideal for charitable giving purposes because they are often heavily taxed, gifts of retirement fund assets from qualified plans or IRAs offer an opportunity to avoid income and estate tax.

  • Qualified Charitable Distribution from IRA during lifetime: This option is for donors 70 ½ or older, and it’s easy to do. Annual lifetime distributions up to $100,000 directly from one’s IRA custodian to a public charity (some exclusions apply) can count toward the donor’s required minimum distribution without having to claim income.

  • Donor advised fund: If your family already has a charitable fund set up, you can designate Looking Upwards as a recipient.

  • Other options: Looking Upwards would be happy to discuss and explore other ways you can make a difference.

Life Income for Donors

  • Charitable Gift Annuity: Charitable gift annuities guarantee you (or someone you name) a certain fixed income for life. At the death of the last annuity recipient, assets will be used to support Looking Upwards.

  • Charitable Remainder Trust: This option appeals to donors with appreciated assets (real estate or securities). This type of trust allows you to receive income (or provide income to another person) for life, with the knowledge that the funds remaining when the trust terminates will be used to support Looking Upwards.

Want more information?
Our Director of Development, Heather Sullivan, would be happy to answer your questions or provide further details. Contact Heather at 401-864-2163 or e-mail Heather.