Outreach
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​Planned Giving
Donors who want to ensure Outreach will be here to help future generations of families in crisis, will want to consider a planned giving option.  

Bequests

The most common and simplest form of planned giving is a bequest. A bequest is a gift of asset(s) made through the donor's will. By including Outreach in your will, you are securing needed services and programs for children and families in crisis today and in the future. If you have already left a lasting legacy through your will to Outreach but have not notified us, please take the opportunity to contact us and inform us of your gift. This will enable us to plan appropriately and identifies you as the donor so we may thank you in the appropriate fashion.

A bequest may be a good option for you if you - 
  • want to complete a gift while keeping assets available during your lifetime
  • have assets beyond those intended for your heirs
  • want to remember or honor a family member
  • wish to start a family legacy of giving
  • own assets that may not be suitable as a gift to your heirs
  • care about the future of Thermal Belt Outreach Ministry

​Gifts of Real Estate

Outreach considers all types of real estate potential gift property - 
  • undeveloped land
  • commercial
  • farm land
  • resort properties
  • residential 
  • gift of retained life estate
Real Estate Assessment & Acceptance Guidelines:
In order for Outreach to accept a gift of real estate, an evaluation is required that reviews the following:
  • market value & marketability
  • potential environmental risks
  • limitations & encumbrances
  • carrying costs
  • title information
Gifts of real estate are typically completed by the transfer of a deed. Outreach is not permitted to assign a value to a property gift. For tax deduction purposes, the donor will need to establish a value at the donor's expense using a qualified appraiser as required by the IRS.

Charitable Remainder Trusts

Assets such as cash, appreciated stock, bonds or real estate are contributed to a charitable remainder trust which is managed by a trustee. The trustee may sell the assets and reinvest the proceeds. The trust makes regular payments to beneficiaries named by the donor at the time the trust was established. These payments can be made for the lifetime of the beneficiary or for a specified term up to 20 years. After the lifetime of the last surviving beneficiary, or at the end of the specified term, the trust terminates and the principal interest is distributed to Outreach.

Two types of Charitable Trusts to Consider:
  1.  Charitable Remainder Trust (CRUT) - A CRUT is a variable remainder annual payment based on the trusts assets as revalued annually. If you prefer a flexible trust where the payment amount can go up or down, the CRUT is a great choice.
  2. Charitable Remainder Annuity Trust (CRAT) - A CRAT is a fixed annual payment that can be expressed as a percentage or a dollar amount of the value of the initial trust assets. The annual payment amount does not change over time.

Life Insurance

Consider leaving a life insurance policy as a gift to Thermal Belt Outreach Ministry.  Contact us to learn more about how you can leave a lasting legacy to Outreach!

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  • Home
    • About Us
    • History
    • Executive Director Message
    • Board
    • Staff
    • News >
      • Newsletter Sign-Up
    • Contact Us >
      • Driving Directions
    • Privacy Policy
    • Employment
  • Our Services
    • Eligibility Requirements
    • Financial Assistance
    • Food Assistance >
      • Backpack Snacks
      • Food Pantry Program
    • School Supplies Program
    • Holiday Programs
    • LifeWorks
    • Horse Creek Village (rental housing development)
    • Home Repair
    • Helpful Resources
  • Ways to Give
    • Donate Now
    • Holiday Programs
    • Send gifts by mail or online
    • Honorariums/Memorials
    • In-Kind Giving
    • Planned Giving
    • Matching Gifts
    • Donate Stock
    • Thank you!
  • Volunteer
    • Volunteer Sign-Up Form
    • Outreach Ambassador
  • Events
    • Game of Throws
    • Empty Bowls
    • Tryon Half Marathon & Fall for the Foothills 5K