Invest in AGE's Future
Can AGE of Central Texas Be a Part of Your Story?
You can ensure that AGE of Central Texas is able to provide older adults and caregivers the resources they need for years to come with a planned gift.
AGE accepts a variety of assets as gifts. Donors are encouraged to name AGE as beneficiary of estate bequests, appreciated securities, life insurance designations, retirement plan designations, donor advised funds or IRA rollovers. Attempts shall be made to discover bequest expectancies in the Declaration of Intent Form in order to preemptively align such gifts with current policies and meet all needs and expectations of the donor.
What You Need From Us:
Austin Groups for the Elderly
3710 Cedar Street, Box 2
Austin, TX 78737
Tax Identification Number:
What We Need From You:
Please complete this Declaration of Intent Form, which will provide us with details on how you plan to give to AGE!
Types of Planned Gifts:
Bequests:Name AGE in your will, trust or other estate plan document. This can be specified as a dollar amount or estate percentage. Sample will language below.
Name AGE as a beneficiary of your life insurance policy and the death benefit will pass to AGE upon your passing.
Name AGE as a beneficiary to your IRA, 401(K), 403(B), pension, or other tax-deferred plan. This is a simple way to make a gift upon your death and can provide tax benefits as well.
Giving securities, including stocks and bonds, and mutual funds is easy and effective. A gift of appreciated securities to AGE can provide a tax deduction and help avoid capital gains tax. Recipient broker account information available upon request.
Gift of Personal Property:
Make a gift of an asset no longer needed and generate an income tax deduction. Ex: Artwork, jewelry or cars.
Gift of Real Estate or Mineral Interests:
Give your home, ranch, vacation property, commercial property or vacant lot. If your property has appreciated, giving it to AGE can provide a tax deduction and help avoid capital gains tax.
Qualified Charitable Distributions (Charitable IRA Rollover):
Give a tax-free IRA charitable rollover without being subject to income taxes on the required minimum distribution. You must be 70.5 years of age or older.
Donor Advised Funds:
Give through a donor advised fund to make a charitable contribution, and then recommend donations to AGE from the fund over time.
Giving cash is simple and the most basic way to make a difference at AGE. Set up a recurring gift to be paid monthly or quarterly as an easy way to maximize your income tax relief while increasing your impact.
Please email Jayden Beatty at JBeatty@AGEofCentralTX.org or call at 512-600-9284 for questions about any of the ways to give.
PLEASE NOTE: This information is not intended as legal or tax advice. For legal or tax advice, donors should consult an attorney and/or tax advisor. Examples are for hypothetical purposes only and are subject to change.
Information for Lawyers and Advisors:
If you are an attorney or advisor working on the estate plans of a client, please contact Jayden Beatty, Chief Development Officer, at JBeatty@AGEofCentralTX.org. Our legal name is “Austin Groups for the Elderly” and Tax Identification Number is 74-2431028.
Sample Statement of Allocation:
I hereby direct $_______ (or ____ percent of my residual estate) in cash, securities, or other property to Austin Groups of the Elderly.
This gift will be unrestricted to benefit the organization at their discretion. OR
This gift shall be restricted to be used as (explain donor’s intended use of funds).
Please contact Jayden Beatty, Chief Development Officer, by email at JBeatty@AGEofCentralTX.org or by phone at 512-600-9284 with any questions or to pledge a planned gift.