Giving Tuesday

September 16th

#GivingTuesday is Tuesday, November 28. Find out more about this 24-hour, special opportunity to make 2X impact, click here.

Create a Legacy of Hope for Texas Children

Planned-Giving

 

Help us create a future where every child is cherished.

Imagine how beautiful our world will be when the cycle of child abuse is broken. Breaking the cycle of child abuse looks like bedtime tuck-ins with prayer time, cheers from the crowd during high school and college graduations, family game nights and kisses on scraped knees. Breaking the cycle of child abuse means that every child will have the love and support needed to have a chance at living a happy and healthy life. You can make this world a reality for all children through your lifetime giving.

 

Ways to Give

Will or Trust

A gift made through a will or living trust can be convenient to arrange. A simple provision or amendment prepared by your attorney at the time you make or update your will or trust is all that is necessary. Gifts included in wills and living trusts are popular because they are flexible, easy to arrange and may be changed with your life circumstances.

Charitable Gift Annuity

A charitable gift annuity permits you  to transfer assets to Upbring in return for a partial tax deduction and a fixed income for  your lifetime. Charitable gift annuities are easy to establish and can be funded with relatively modest amounts.

Charitable Lead Trust

A charitable lead trust is an irrevocable trust that allows you to provide financial support to Upbring for a specific period of time, with the remaining assets eventually going to family members or other beneficiaries.

IRA and Retirement Plan Gifts

A retirement plan can be a tax-efficient way of including Upbring in your estate plan by simply naming Upbring as a  beneficiary on your plans designation form.

Real Estate

Property such as a house, apartment, condominium or vacation home constitutes a significant percentage of many people’s assets—and can also be a tax-deductible gift.

Securities

Giving securities is one of the most effective ways to give from a tax planning perspective. Publicly traded, purchased over a year ago and have increased in value, can be an especially attractive way to fund a donation to Upbring.

 Information for Electronic Stock Transfer to Upbring
Account# A29083002
DTC# 902
Tax ID# 74-1109745
Broker Address J.P. Morgan Private Bank
221 W. 6th Street, Floor 2
Austin, TX 78701
Broker Telephone (512) 479-2027 | Carlin Ryger-Wasserman

 

Please contact us via mail, email, or telephone regarding the purpose of the gift when the transfer is made.

Who to Contact

To learn more about planned giving, contact Meagan Morrison at [email protected] or by calling 512-459-1000.


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