Thank you for your interest in SUWA’s Planned Giving Program. Planned giving is a vital source of income for SUWA, assuring our continuing ability to protect America’s redrock wilderness for now and for future generations.
What is Planned Giving?
The term “planned giving” is used to describe charitable giving through creative lifetime gifts, estate gifts, and other ways of giving beyond simple gifts of cash. There are many planned giving techniques that can help you maximize the personal benefits of your charitable giving while allowing you to make a gift that you might not have thought possible.
Planned giving is a tool that can enhance your financial plans and security while helping SUWA continue our important work on behalf of Utah’s remaining wild places.
Please note that the Southern Utah Wilderness Alliance cannot give legal or tax advice. Please consult with your financial advisor or attorney to help you choose the right planned gift for you and your family.
Sample Wording for Adding SUWA to Your Will as a Beneficiary:
“I hereby give and bequeath to the Southern Utah Wilderness Alliance (or any successor organization), a non-profit 501(c)(3) membership organization incorporated under the laws of the State of Utah, with a principal address at 425 East 100 South, Salt Lake City, Utah 84111, ____ percent of my estate, (or) the sum of ______ dollars, (or) the following assets: _____________________________.”
Eleven Ways to Leave a Lasting Legacy for America’s Redrock Wilderness
Making a special gift to SUWA that will have a lasting benefit for Utah wilderness is easier than you might think. With the assistance of a good financial advisor or estate attorney, you may be able to make a meaningful gift to SUWA while also receiving tax advantages for yourself and your heirs. Be sure to include SUWA’s tax identification number (94-2936961) when you name SUWA in your estate planning.
Below are some of the ways that you can help SUWA with our long-term efforts to permanently protect Utah’s spectacular redrock wilderness:
1. Prepare a will: fewer than 50% of those who pass away have one. Without a will, you allow the government to decide for you how your assets will be distributed.
2. Leave a specific dollar amount or a percentage of your estate to SUWA in your will: gifts can be made outright at the time of your death or after you make provisions for your spouse and other loved ones.
3. Leave a specific asset to SUWA in your will: such items include, but aren’t limited to, stocks, bonds, and CDs, and real estate. Such gifts can provide significant federal estate, state inheritance, and federal income tax savings.
4. Name SUWA as a beneficiary of your IRA or retirement plan. Retirement plans are often considered the smartest assets to leave to charity.
5. Name SUWA as a beneficiary of an individual or group life insurance policy: this is an excellent way to make a meaningful contribution with little expenditure.
6. Name SUWA as a beneficiary of a charitable remainder trust, which offers income and estate tax benefits. Talk to your attorney or financial advisor to determine which technique is best for you.
7. Donate appreciated securities to SUWA today: such contributions can provide immediate income tax savings and avoid capital gain taxes.
8. If you’re over 70½, make a gift directly to SUWA from your IRA in the form of a Qualified Charitable Distribution (QCD).
9. Encourage friends and family to include SUWA in their will, trust, or retirement plan.
10. Ask your financial planner to include charitable giving as part of counsel to clients.
11. Make a memorial gift: honor a friend or loved one with a gift of wilderness by making a contribution to SUWA.
For more information about supporting SUWA in a way that makes the most sense for you, or to inform us of a planned gift you have established, please contact:
Southern Utah Wilderness Alliance
Phone: (801) 236-3763
Southern Utah Wilderness Alliance Tax ID: 94-2936961