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PLANNED GIVING

As we purposefully work to expand our Planned Giving Program, Arizona Forward encourages our members and donors to consider new and forward-thinking ways of giving.

Although gifts of cash immediately sustain our mission, non-cash and deferred giving alternatives may afford donors greater tax benefits than a cash gift of equivalent value, making them ideal vehicles for charitable giving.

**The information provided below is general in nature and should not be relied on as tax, legal, or financial planning advice. For specific advice, please consult your professional advisors.

Retirement Account Assets

If you die with retirement plan assets in your estate, those assets are subject to income taxes that may dramatically reduce the amount that would otherwise pass to your beneficiaries.  Instead, consider designating Arizona Forward as a beneficiary of your retirement accounts. Because we are a nonprofit organization, Arizona Forward is able to take a tax-free withdrawal of retirement assets, allowing us to use their full value to further our important work.

Life Insurance Policies

Most of us think of life insurance as protection, particularly for our loved ones. But life insurance is also a powerful charitable tool that can be used to champion our work far into the future. By designating Arizona Forward as a beneficiary of a life insurance policy, you are able to create a charitable legacy without invading cash and other assets designated for your heirs.

Securities

By making a gift of appreciated securities, you may be able to avoid paying the capital gains tax that would otherwise be due at the sale of those securities, and may also receive a charitable income tax deduction at the time of the gift. Because securities enjoy favorable capital gains treatment, they often provide greater tax benefits than a cash gift of equivalent value, particularly if they have a low cost basis.

Charitable Trusts

Under the right set of circumstances, a charitable trust may enhance your income, minimize taxes, unlock appreciated investments and ultimately provide Arizona Forward with a significant charitable gift. Although trusts are complex legal instruments that require professional advice and careful consideration, many donors realize optimal estate planning by establishing a charitable trust.

Charitable Bequests 

Gifts made through wills and trusts have become the foundation of the American philanthropic tradition. Indeed, the overwhelming majority of planned gifts are the result of bequests, commonly known as deferred or “legacy” gifts. If you have considered making a gift to Arizona Forward but are not ready to relinquish your assets today, consider leaving us a legacy gift. A simple provision in your will or trust may enable you to make significant contributions not otherwise possible during your lifetime.

Although you should carefully review the terms of your Will with an appropriate professional advisor, we are happy to provide the following Sample Bequest Language:

Sample bequest language:

“I give, devise and bequeath to Arizona Forward, 3800 North Central Avenue, Suite 1010, Phoenix, AZ 85012, the sum of $____________ (or ___ % of my estate or a description of the specific asset) for the benefit of Arizona Forward and its general purposes (or for the benefit of the association’s Fund for a Sustainable Future endowment).




48 Years of Environmental Stewardship

Arizona Forward was founded as Valley Forward in 1969, one year before the first Earth Day. We expanded statewide in 2013. 

We mobilize business leaders and policymakers to leverage their collective power to influence how we best grow our communities, stimulate our economy and enhance our environment.

Our diverse membership of large corporations and small businesses, along with municipal, county and state agencies, educational institutions, related nonprofits and concerned citizens help ensure: smart growth and development, efficient transportation, improved air quality, responsible water management, energy alternatives and meaningful education.

Arizona Forward

3800 North Central Avenue

Suite 1030

Phoenix, AZ  85012

602.240.2408

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