Planned Giving Options
A planned gift helps to support Operation Fresh Start’s future!
Please note, the information on this page should not replace professional tax or legal advice. One should consult their advisors on their specific situation.
Gifts by Bequest
One of the easiest ways to make a planned gift to Operation Fresh Start, Inc. is to leave a specific bequest in your will or trust. A bequest can be in the form of a specific amount, percentage, or residual gift. Occasionally, such gifts are made in honor or memory of a loved one. In a bequest, you would keep control of the assets during your lifetime.
Include a Sentence in Your Will
You can simply include a clause directing a charitable gift in your will or revocable living trust to Operation Fresh Start, Inc. (tax ID # 23-7108090). You can specify a specific dollar amount, a set percentage of your estate, or the remainder of your estate.
If you already have a will, you can add a bequest in a codicil (supplement).
Types of Bequests
You can make a general bequest to help our Building Futures Campaign, Annual Operations, or make a gift towards building Operating Reserves.
• General bequest: I give $___(or __% of my residuary estate) to Operation Fresh Start, Inc.
• Gift to a specific area of interest: I give $__ (or __% of my residuary estate) to Operation Fresh Start, Inc. to support __________( specify a specific area of interest or program).
• IRAs and Retirement Plans
In certain scenarios, it may be beneficial to name Operation Fresh Start, Inc. as the beneficiary of an Individual Retirement Account or your employer’s pension plan. You retain control of these funds during your lifetime. At your death, these funds, if left to Operation Fresh Start, Inc., qualify for a charitable deduction and, thus, may save on estate taxes.
Gift of Life Insurance
A gift of life insurance can be made through a new or existing policy by the donor. To do this one would designate Operation Fresh Start, Inc. as the beneficiary. The donor receives an income tax deduction for the value of the policy when the donation is made and income tax deductions for future premium payments each year.
For more questions, please contact Gregory Markle, Executive Director, at 608-244-4721 or email@example.com.
THANK YOU FOR CONSIDERING A GIFT THAT WILL SUPPORT GENERATIONS OF FRESH STARTS.