Legacy Giving.

One of the greatest gifts we have is our ability to help others. When you plan a future gift, you’re giving our next generation of CoolKids the tools they need to help themselves, their families, and their communities.

Our friends at Barnum Financial Group are volunteering three personal one-on-one calls to help you evaluate the easiest, most tax-efficient way to provide gifts of outsized impact for our CoolKids. Contact us at info@altso.org to learn more about the following techniques:


Gifts in Your Will or Living Trust

  • A gift to ALTSO in your will or trust, also known as a charitable bequest, allows you to retain control of your funds and other assets during your lifetime

  • Gifts are exempt from estate taxes and can be modified or revoked for any reason during your lifetime

  • Non-Cash assets – donating real estate can provide an immediate income tax deduction for the gift with no recognition of loss or gain to donor on transfer


Simple Ways to Give That Cost You Nothing

  • Life insurance policies

  • Commercial annuities

  • Simply contact your bank, insurance company or retirement account holder and request a "beneficiary designation form”

  • IRA Charitable Rollover (made permanent in the Protecting Americans from Tax Hikes (PATH) Act in 2015 - Make a tax-free charitable contribution and transfer up to $100,000 per year from your IRA to ALTSO without any income tax implications


Gifts that Pay You Income

  • Charitable Gift Annuity

  • Charitable Remainder Trust (CRT)

  • Charitable Remainder Unitrust (CRUT)

  • Charitable Remainder Annuity Trust (CRAT)

  • Charitable Lead Trust (CLT)


The content on this page is for informational purposes only. Always consult with a trusted financial advisor on any decisions regarding your estate.