Planned Giving
Thank you for your interest in UPHE’s Planned Giving Program. Planned giving is a vital
source of revenue for UPHE, allowing us to continue our fight for clean air, clean
energy, and a clean future for Utah. Planned giving is a tool that can enhance your
financial plans and security while helping UPHE continue our important work
The term planned giving is used to describe charitable giving through various methods of donating, both while you are alive and as a part of your estate plan. Planned giving techniques 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. See below for some of the options.
Planned giving 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 UPHE while
also receiving tax advantages for yourself and your heirs. Be sure to include UPHE’s tax
identification number (80-0774496) when you name UPHE in your estate planning.
Ways you can Give
- Prepare a will or other estate planning documents: fewer than 50% of those who pass away have one. Without a will or an estate plan, your assets will be distributed according to the default provisions of the law, and your estate may not be distributed in the manner in which you prefer or intend.
2. Leave a specific dollar amount or a percentage of your estate to UPHE in your will or estate planning documents: 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 UPHE in your will: such items include, but aren’t limited to, stocks, bonds, CDs, and real estate. Such gifts can often provide significant federal or state estate tax savings, and potentially other tax savings as well.
4. Name UPHE as a beneficiary of your IRA or retirement plan: Retirement plans are often considered the smartest assets to leave to charity.
5. Name UPHE 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. Donate appreciated securities to UPHE today: such contributions can provide
immediate income tax savings and avoid capital gain taxes while allowing UPHE to take
full advantage of their current market value.
7. If you’re over 70½, make a gift directly to UPHE from your IRA in the form of a
Qualified Charitable Distribution (QCD).
8. Make a memorial gift: honor a friend or loved one with a gift by making a contribution
to UPHE.
9. Ask your financial planner to include charitable giving as part of counsel to clients.
10. Name UPHE as a beneficiary of a charitable remainder trust, which may offer
income and estate tax benefits.
11. Consider establishing a Donor Advised Fund, which can provide immediate tax
benefits while allowing you to make donations over a period of time.
12. There are other ways to build planned giving into your finances, both while you are
living and in your estate plan. Talk to your attorney or financial advisor to determine
which technique is best for you.
Here is sample wording to add UPHE to your will as a beneficiary:
I hereby give and bequeath to Utah Physicians for a Healthy Environment, a 501(c)(3) non-profit organization incorporated under the laws of the State of Utah, with a principal address at 423 West 800 South, Suite A108, Salt Lake City, Utah 84101, _ percent of my estate, (or) the sum of dollars, (or) the following assets:”______.
For more information about supporting UPHE in a way that makes the most sense for you, or to inform us of a planned gift you have established, please contact:
Jonny Vasic, Executive Director
Utah Physicians for a Healthy Environment
385-707-3677
info@uphe.org