Gifts that you plan now can leave a legacy for years to come.
These types of gifts can be used for program or endowment support for Crossroads.

bequest
A provision in your will or trust is a simple way to leave a meaningful gift. You can care for those close to you, then direct the remainder, a percentage, or even a specific item or dollar amount, to Crossroads to fulfill your charitable wishes. We will preserve your family name and forever connect you to our work and mission.

retirement plan assets (such as IRAs)
For a gift through your estate, retirement plan assets are often the best to give because they are so heavily taxed if left to heirs. Income and estate taxes can easily consume over 65% of the value when left to heirs. By naming Crossroads as the remainder beneficiary of these assets, you can leave a very efficient legacy.

life insurance
If you no longer need your life insurance policy, gifting it can provide an easy option for your philanthropic legacy. Simply add Crossroads as a beneficiary, or make it the sole beneficiary of a policy you no longer need. When you transfer ownership of a cash value policy to Crossroads, you become eligible for a charitable tax deduction based on its current value.

Note: While this guide is meant to assist you in choosing the most beneficial way to make a gift, always contact your financial advisor for professional advice regarding charitable contributions and tax laws. To learn more about one of these asset options or to make a gift, please contact Vicki Lutz, Executive Director, at 970-530-2353.