Legacy gifts can be designated to the SET Family Medical Clinics Endowment Fund to help secure the future of SET Family Medical Clinics, or left undesignated for support of general programs and operations.
If planned giving is in your plans, it is important to seek the advice of an attorney, accountant, or tax advisor to assist you in developing a giving plan that meets your needs and desires.
SET Family Medical Clinics is recognized by the Internal Revenue Service as a non-profit organization with 501(c)(3) status. It was incorporated September 3, 1991 by the State of Colorado. Your donation is tax deductible.
A gift to SET Family Medical Clinics is a generous and thoughtful way to pay tribute to cherished friends and loved ones. Those honored or families of those remembered through a gift will receive a note of the gift made to SET Family Medical Clinics, and you will receive a receipt for tax purposes. In Honor Of gifts are a terrific way to honor someone's birthday, anniversary or other special occasion.
BEQUESTS
Whether through a specialized gift of cash, a percentage of your estate, gift of stock or real estate, etc., naming SET Family Medical Clinics in your will is an excellent way to plan future giving. A primary advantage of leaving a gift to SET Family Medical Clinics in your will is that it allows you to make a sizable contribution without sacrificing spendable income during your lifetime. As a revocable gift, a bequest does not provide immediate tax benefits, but your estate may be entitled to receive a charitable estate tax deduction.
GIFTS OF LIFE INSURANCE
SET Family Medical Clinics can be named as the beneficiary or owner of a life insurance policy, whether the policy is fully paid or premium payments still remain. Various charitable tax deductions may also apply to gifts of this type.
CHARITABLE TRUSTS
Creating a charitable remainder trust involves setting up assets in a trust naming SET Family Medical Clinics as the beneficiary. The trust then "holds" the assets and pays out an income from those assets - interest or dividends, for example - according to your instruction. Charitable trusts not only help secure a financial future for yourself, but qualify for charitable income tax deductions and can also avoid capital gains tax.
CHARITABLE GIFT ANNUITY
Funding a charitable gift annuity is a wonderful way to make a meaningful gift while also securing your own retirement. You enjoy income and tax benefits and may even enhance your future financial well being. Under the terms of a gift annuity agreement, you make a charitable gift of cash or other property. You then receive fixed payments for life. Because a portion of your annuity will be used for charitable purposes, you are entitled to an income tax deduction in the year of your gift for a period of time, a portion of each payment may also be free of income.
