Build a better future with Legacy Giving

Legacy giving, also known as planned giving, can help balance your long term financial goals and further your charitable interests — all while potentially achieving significant tax benefits for you and your family. A planned gift, such as a bequest in your will or trust, life insurance designations, real estate, or stock donations ensures your continued support for the children we serve well into the future.

 
 
 

HOW LEGACY GIVING CREATES A LASTING IMPACT IN YOUR COMMUNITY...

Many people choose to leave a charity in their will because they like to support causes that have been important to them during their lifetime. And there are plenty of advantages of making a contribution as part of your financial plan in a will, trust or other gift. Tax savings are one benefit, but more than that, you can help support the future of a cause that is close to your heart.

Different gifts may benefit you in different ways. Find the perfect plan that meets your financial needs and fulfills your charitable interests:

PLANNED GIFTS...

are designed to fit within a donor’s comprehensive estate plans, fulfilling the donor’s philanthropic goals, reducing income taxes, avoiding capital gains or estate taxes, and retaining lifetime income if desired. Common forms of planned giving include charitable gift annuities and donor advised funds.

  • Gifts Through Your Will – Remembering children served by The Christmas Box International in your will can help you reduce estate taxes and ensure the lifesaving work you care about will always continue.
  • Gifts That Pay You Back for Life – Receive payments back for your lifetime, save on your current income taxes, and possibly reduce or eliminate estate tax and probate expenses when you make a gift to the The Christmas Box International.

Adding a bequest to your will or living trust can be as simple as adding a single sentence. Read our preferred bequest language below, and take this information to your attorney to use as a starting point:

"I give the sum of $___ or ___% to The Christmas Box International, 3660 South West Temple, Salt Lake City, UT 84115 (EIN: 31-1617816) to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

 

NON-TRADITIONAL GIFTS

Non-traditional gifts to The Christmas Box International could include gifts of personal property, life insurance policies, retirement plans, real estate, and appreciated stocks. The Christmas Box International would be happy to discuss these and other options with interested donors.


To start building a better future with your Legacy Gift, fill out the form below. To reach our Executive Director, Lisa McDonald during business hours, call 801-747-2201 ext. 102.

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