PLANNING YOUR IMPACT

We’re grateful that you’re interested in learning about other ways to support Adventure Unlimited. Planned gifts can be made in the form of current gifts or future, deferred gifts.

Current planned gifts include gifts of appreciated securities (stocks or mutual funds) or real property, gifts from donor advised funds, and IRA charitable rollovers. Deferred gifts include bequests and other estate commitments such as naming Adventure Unlimited as beneficiary of a retirement plan or life insurance policy.

What type of planned giving makes sense for you? Here are some ideas to consider:

CURRENT GIVING OPPORTUNITIES

You can leverage creative strategies to make a current gift that exceeds one made with cash on hand.

Gifts of Appreciated SecuritiesIRA Charitable RolloversDonor Advised Funds

DEFERRED GIVING OPPORTUNITIES

A donor who includes Adventure Unlimited in their estate plans becomes a member of Summit Society.

BequestsRetirement Plan GiftsLife Insurance Gifts

GIFTS THAT PRODUCE LIFE INCOME

Are you looking for a secure source of fixed income for now or your future? These gifts also welcome you to the Summit Society.

Gift AnnuitiesRemainder Trusts

Some beneficiary designation forms require an organization’s Federal Tax Identification Number. Adventure Unlimited’s number is: 43-0798771.

Questions: Call 888.416.7348 x107 or Email

WEBINAR: GETTING THE MOST OUT OF YOUR CHARITABLE GIVING

This webinar presented by Scott Lumpkin, formerly Vice Chancellor of University Advancement at the University of Denver, explores creative charitable planning strategies that you can use to maximize your impact on favorite organizations like Adventure Unlimited, while also reducing your tax liability. (Recorded in 2020)

Scott Lumpkin’s talk really inspired me and made me realize that I could do something for Adventure Unlimited that was relatively meaningful. – Webinar participant

Adventure Unlimited, which includes DiscoveryBound and the A/U Ranches, is a 501(c)(3) charitable organization.