Home > Home > Ways to Make A Difference > Legacy Giving

Leave a Legacy

 

mother handing key to daughter

Welcome! We are pleased that you have an interest in learning about the legacy gift options at A New Leaf. If you have any questions about the best way for you to benefit through a planned gift, please call or email Suzey Van Ness, 702 385-0072 ex 104 or svanness@theshadetree.org

How to Give

Help secure the future of The Shade Tree Mission by giving a Legacy Gift listed below.

  • Bequest

    One of the easiest ways to give a gift is to name A New Leaf as a beneficiary in your will or trust. You may designate an amount or percentage, or even help a specific program. It costs you nothing today. If you have already listed A New Leaf as one of your beneficiaries, please contact us so that we can thank you.

  • Insurance Gift

    You may name A New Leaf as the sole beneficiary or as an additional beneficiary of an insurance policy with a designated amount or percentage.

  • IRA Rollover

    If you are an IRA owner, aged 70 1/2 and older, you may donate up to $100,000 from your IRA to A New Leaf without having to count the distributions as taxable income. Normally these distributions are subject to income tax.

  • Charitable Gift Annuities

    Receive a tax deduction and make a gift that pays you back for life. You will receive an immediate charitable tax deduction and potential savings in capital gains and estate tax while collecting timely, fixed payments for you and/or your spouse’s lifetimes.

  • Charitable Trusts

    Charitable Remainder Trusts provide income to the donor (or the donor’s designees) and provide an income tax deduction. Charitable Lead Trusts combine income to The Shade Tree for a term of years with a distribution of principal back to the donor or family, often with substantial tax benefits.

We are Here to Help You

Please talk to your financial advisor about your options and the benefits of leaving a legacy. We look forward to helping you.