Additional Planned Giving Options

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Anyone Can Create Lasting Impact.
Make it your life’s legacy to create opportunities for children and adults of all abilities. Through planned giving, you can use a wide range of assets, that fit your unique circumstances, to grow your impact while also benefitting from tax advantages.

Any gift you make can be designated to go directly to Looking Upwards or to our endowment. The choice is yours:

  • If you specify your gift to go directly to Looking Upwards, upon receipt of the funds, they are put right to use in support of our mission.
  • Alternatively, you can ask us to direct your gift towards our endowment, an investment fund specifically set aside to ensure our mission well into the future.

Outright Gifts

Insurance Policy:
An easy way to make a planned gift, life insurance can be used as a charitable asset, allowing you to be eligible for a charitable tax deduction. You can make Looking Upwards the beneficiary of part or all of your insurance proceeds.

Retirement Fund Assets:
Ideal for charitable giving purposes because they are often heavily taxed, gifts of retirement fund assets from qualified plans or IRAs offer an opportunity to avoid income and estate tax.

Qualified Charitable Distribution from IRA during lifetime:
This option is for donors 70 ½ or older, and it’s easy to do. Annual lifetime distributions up to $100,000 directly from one’s IRA custodian to a public charity (some exclusions apply) can count toward the donor’s required minimum distribution without having to claim income.

Donor Advised Fund:
If your family already has a charitable fund set up, you can designate Looking Upwards as a recipient.

Life Income for Donors

Charitable Gift Annuity:
Charitable gift annuities guarantee you (or someone you name) a certain fixed income for life. At the death of the last annuity recipient, assets will be used to support Looking Upwards.

Charitable Remainder Trust:
This option appeals to donors with appreciated assets (real estate or securities). This type of trust allows you to receive income (or provide income to another person) for life, with the knowledge that the funds remaining when the trust terminates will be used to support Looking Upwards.

Want more information?

Director of Development, Heather Sullivan, would be happy to provide further details. 401-864-2163 or e-mail Heather.