LONG-TERM GIVING OPTIONS

We’re grateful that you’re interested in learning about other ways to support Adventure Unlimited. Planned gifts include:

• • • Bequests made through your will
    • Gifts that provide income to you and others for life
    • Gifts of life insurance, charitable lead trusts or retirement plans.

These gifts can be made in cash, stocks, bonds, personal property, life insurance and real estate.

A donor who establishes a planned gift with Adventure Unlimited becomes a member of Summit Society.

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

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

ESTATE PLANNING

A charitable bequest is one of the easiest ways you can leave a lasting impact on our organization.

Bequests

GIFTS THAT PRODUCE LIFE INCOME

Are you looking for a secure source of fixed income for now or your future?

Gift AnnuitiesRemainder TrustsLead Trusts

TESTAMENTARY GIFTS

Gifts from your retirement plan, life insurance, and other gifts may not cost you anything during your lifetime.

Retirement GiftsLife Insurance GiftsIRA Charitable Rollovers

Questions: Call 888.416.7348 x109 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 Foundation, serving DiscoveryBound and the A/U Ranches, is the fundraising arm of Adventure Unlimited, a 501(c)(3) charitable organization.