{"id":6472,"date":"2020-09-28T18:33:07","date_gmt":"2020-09-28T18:33:07","guid":{"rendered":"https:\/\/ageofcentraltx.org\/?page_id=6472"},"modified":"2025-01-17T18:02:20","modified_gmt":"2025-01-17T18:02:20","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/ageofcentraltx.org\/index.php\/planned-giving\/","title":{"rendered":"Planned Giving"},"content":{"rendered":"\t\t
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Invest in AGE's Future<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Can AGE of Central Texas Be a Part of Your Story?<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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.<\/p>

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<\/strong><\/a>\u00a0in order to preemptively align such gifts with current policies and meet all needs and expectations of the donor.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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What You Need From Us:<\/strong><\/p>

Legal Name:<\/u>
Austin Groups for the Elderly<\/p>

Legal Address:<\/u> \u00a0
3710 Cedar Street, Box 2
Austin, TX 78737<\/p>

Tax Identification Number:<\/u>
74-2431028<\/p>

What We Need From You:<\/strong><\/p>

Please complete this Declaration of Intent Form<\/a><\/strong>, which will provide us with details on how you plan to give to AGE!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tClick Here to download the \"Planned Giving Toolkit\"<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Types of Planned Gifts:<\/h4>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\"\"<\/p>

Bequests:<\/h5>

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.<\/p>

Life Insurance:<\/h5>

Name AGE as a beneficiary of your life insurance policy and the death benefit will pass to AGE upon your passing.<\/p>

Retirement Plans:<\/h5>

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.<\/p>

Appreciated Securities:<\/h5>

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.<\/p>

Gift of Personal Property:<\/h5>

Make a gift of an asset no longer needed and generate an income tax deduction. Ex: Artwork, jewelry or cars.<\/p>

Gift of Real Estate or Mineral Interests:<\/h5>

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.<\/p>

Qualified Charitable Distributions (Charitable IRA Rollover):<\/h5>

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.<\/p>

Donor Advised Funds:<\/h5>

Give through a donor advised fund to make a charitable contribution, and then recommend donations to AGE from the\u00a0fund\u00a0over time.<\/p>

Cash:<\/h5>

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.<\/p>

Please email AGEdevelopment@AGEofCentralTX.org<\/a> or call at 512-600-9283 for questions about any of the ways to give.<\/em><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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PLEASE NOTE:<\/u><\/strong> 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.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t

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Information for Lawyers and Advisors:<\/h4>

If you are an attorney or advisor working on the estate plans of a client, please contact Blair Loaiza, Chief Development Officer,\u00a0 at BLoaiza@AGEofCentralTX.org<\/u><\/strong><\/a>.<\/strong>\u00a0 Our legal name is “Austin Groups for the Elderly” and Tax Identification Number is 74-2431028.<\/p>

Sample Statement of Allocation:<\/h5>

I hereby direct $_______ (or ____ percent of my residual estate) in cash, securities, or other property to Austin Groups of the Elderly.<\/p>

This gift will be unrestricted to benefit the organization at their discretion.\u00a0OR<\/i><\/p>

This gift shall be restricted to be used as (explain donor’s intended use of funds).<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Please contact Blair Loaiza, Chief Development Officer, by email at BLoaiza@AGEofCentralTX.org<\/u><\/strong><\/a> or by phone at 512-600-9284 with any questions or to pledge a planned gift.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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The Impact of YOUR Gift:<\/h4>\nAGE works\u00a0diligently\u00a0to diversify funding and establish sustainability funds\u00a0that can be depended on through any potential financial crisis or changes.\u00a0<\/span>\u00a0<\/span>\n\nUnrestricted planned gifts made to AGE will go toward AGE\u2019s sustainability funds to ensure that any future financial hardships\u00a0like that seen during the COVID-19 pandemic\u00a0experienced by AGE will not\u00a0impact the organization\u2019s ability to\u00a0provide services to older adults and caregivers in need.<\/span>\u00a0<\/span>\n\nDonors have the right to restrict their gift to be used for specific purposes. If the donor\u2019s allocation of this restricted gift isn\u2019t possible upon receival of the gift, AGE will re-allocate that gift to a similar endeavor or to support sustainability funds. Allocation changes will be communicated to the donor if possible or with the executor of the donor\u2019s estate.<\/span>\u00a0<\/span>\n

Make a Gift:<\/h4>\nInterested in helping older adults and caregivers in need right now? You can give a re-occurring or one-time gift to offer older adults\u00a0virtual programming designed to combat the negative effects of isolation, meal solutions for those facing food insecurity during this time,\u00a0and access to hygiene products and durable medical equipment for those who can\u2019t afford them.\u00a0Click here to donate and learn more.\n\nReady to make your planned gift? Please complete the Declaration of Intent Form<\/a>.<\/strong>\n

The Shared Journey Society:<\/h4>\nFor those who make the ultimate commitment to AGE of Central Texas, we invite you to join The Shared Journey Society<\/strong>.\n\nThe Shared Journey Society<\/strong> is a way for AGE of Central Texas to acknowledge your commitment. Society members will be invited to special events and be recognized on our website and in special publications. Click here<\/u> <\/strong>to learn more.\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Thank you to our Planned Giving Program Sponsors!<\/strong><\/h5>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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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 Read more<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-pagebuilder-full-width.php","meta":{"footnotes":""},"class_list":["post-6472","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/pages\/6472","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/comments?post=6472"}],"version-history":[{"count":0,"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/pages\/6472\/revisions"}],"wp:attachment":[{"href":"https:\/\/ageofcentraltx.org\/index.php\/wp-json\/wp\/v2\/media?parent=6472"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}