Bequest by Will. You can designate a gift from your estate to the Gardens Endowment Fund and in some cases receive a substantial reduction in federal gift and estate taxes.
Charitable Gift Annuity. You can make a gift of cash or appreciated stock to the Endowment Fund now and get immediate tax benefits while ensuring that you or a loved one receives fixed income payments for life.
Charitable Remainder Trust. You can place cash or property in a trust that pays annual income to you for life. After death, the remainder of the trust transfers to the Endowment Funds at the Gardens. You receive income tax benefits the year that you establish your trust.
Charitable Lead Trust. You can place cash or property into a trust that pays a fixed amount to the Gardens Endowment Fund for the number of years that you select. Once this time ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases you receive a substantial reduction in federal gift and estate taxes.
Life Insurance If a life insurance is no longer needed for personal or financial reasons, it may be an opportunity to make a significant gift to Betty Ford Alpine Gardens. Federal Identification Number – 74-2395097
Appreciated Securities A gift of appreciated securities you have owned for more than one year such as stocks, mutual funds, bonds or real estate offers tax advantages and is another way to support the Gardens. Excellent tax advantages exist if you donate appreciated assets you have owned for more than one year. An outright gift of long-term appreciated assets may avoid capital gains taxes and qualifies for a charitable income tax deduction equal to the market value of the securities.
You attorney can advise you about these options or call the Gardens at (970)476-0103 and we can help you find answers.