Gifts of Will or Trust
Remembering Adult & Teen Challenge of Texas in your will or trust is a great way to making a lasting impact without affecting your cash flow today. This gift type is also known as a bequest. Arrange a bequest from your Will or Trust by using sample bequest language found here.
If you don’t have a Will or Trust and are interested in creating one, AG Financial’s Planned Giving Dept. can help you do so, often with little to no legal fees.
Name Adult & Teen Challenge as a Beneficiary of Your Life Insurance Policy
Simply contact your life insurance provider, retirement plan administrator, and/or bank or financial institution to fill out and file the appropriate beneficiary designation form(s) or payable on death (POD) form(s). Below is information for your paperwork, including Adult & Teen Challenge’s legal name and Tax ID number.
Legal name: Adult & Teen Challenge of Texas Address: 3850 S. Loop 1604 W. San Antonio, TX 78264 Tax ID Number: 74-1816616
Name Adult & Teen Challenge as a Beneficiary of Your Retirement Plans or Bank Accounts
Like life insurance, the easiest way to help Adult & Teen Challenge of Texas is to name it as first, second, or last beneficiary of all or part of whatever is remaining in your retirement fund at the time of death. If your retirement plan is with your employer, simply ask for a change of beneficiary form.
Tax Benefits When Giving Through this Method
Designating your favorite charity as the beneficiary of an IRA, insurance plan, stock or bank account can minimize both estate and income taxes- while still allowing the transfer of other assets to your loved ones. There are many ways to make a gift. We can assist you as you realize your charitable goals.
Call Director of Development, Sarah Baughman, at 210-624-2075 or by email at Sarah.email@example.com for more information on how you can leave a legacy by making a planned gift.
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