Thank you for your interest in UPHE’s Planned Giving Program. Planned giving is a vital source of income 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. 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 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
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 UPHE 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 UPHE in your will: such items include, but aren’t limited to, stocks, bonds, CDs, and real estate. Such gifts can provide significant federal estate, state inheritance, and federal income tax savings.
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.
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 of wilderness 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 offers income and estate tax benefits. 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 non-profit 501(c)(3) membership 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