Planned Giving

Consider leaving a legacy that will truly make a difference!

By including a bequest to Circle the City in your will or living trust, you are ensuring that we can continue our mission for years to come. Your gift may also entitle your estate to an unlimited federal estate tax charitable deduction.

A will or other planned giving vehicle may minimize estate taxes and settlement costs while providing for your children and grandchildren. The selection of the most appropriate planning option depends on your philanthropic goals, financial objectives, and estate planning considerations.

There are many giving options from which to choose. Planned giving may include gifts of stock, bonds, insurance and real estate. If you already have a gift option in mind, please email BGanz@circlethecity.org to connect with Betsy Ganz to request specific information on your customized planned giving option.

  • Bequest in Will
    Designating either a portion of your estate or a specific dollar amount from your estate directed to Circle the City may qualify for the charitable estate tax deduction.
    Bequest Language:
    “I, [name], of [city, state ZIP], give, devise and bequeath to Circle the City, in Phoenix, Arizona [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.”
  • Property
    Gifts of real property qualify for the charitable income tax deduction. Please see your tax advisor for rules and regulations.
  • Stocks and Bonds
    A donation of stocks, bonds and securities is an impactful way to support the mission of Circle the City, while benefiting from the potential tax incentives from the IRS.
  • Life Insurance
    You can name Circle the City as a beneficiary on your life insurance policy, whether it be a new or existing policy.
  • Donor Advised Fund
    You may elect Circle the City to receive a distribution through your donor advised fund. Your gift to Circle the City will be made in the name of your fund.
  • Matching Gifts
    Many employers will match your monetary gift to Circle the City, or make a monetary donation to match your volunteer hours.

Please consult your attorney or financial advisor for guidance regarding the most appropriate form of your planned gift.

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