INFORMATION FOR ADVISORS
It is always appropriate to consult with your professional advisors when considering an estate gift. The following information can help your advisor facilitate any gift you might wish to make:
Legal Name: Limb Preservation Foundation
Address: P.O. Box 270530
Littleton, CO 80127
Phone: (303) 429-0688
When The Limb Preservation Foundation is Already in Your Will
Please inform The Limb Preservation Foundation when we are in your will by using this form or contacting us so that we can recognize you for your support in your lifetime.
The Limb Preservation Foundation gratefully accepts gifts of publicly traded securities. In general, donating securities in appreciated positions can help maximize an individual’s tax benefit. No capital gains tax would be payable by either the donor or the Limb Preservation Foundation.
Please click here for a stock transfer form.
For more information about gifts of securities or to request our brokerage information, please contact Marcy Rubic, Executive Director, at firstname.lastname@example.org or (303) 429-0688.
Recommended Language for Bequests and Testamentary Gifts:
Sample language for a specific bequest to the Limb Preservation Foundation through a will or living trust:
“I give to the Limb Preservation Foundation, P.O. Box 270530, Littleton, CO 80127, a Colorado non-profit corporation, Tax Identification Number 84-1565464, the sum of $_________ [or ______% of my estate; or the property described herein], for its general purposes.”
Sample language for a residuary bequest the Limb Preservation Foundation is:
“I give to the Limb Preservation Foundation, P.O. Box 270530, Littleton, CO 80127, a Colorado non-profit corporation, Tax Identification Number 84-1565464, all [or ______%] of the rest, residue, and remainder of my estate, both real and personal, for its general purposes.”
A person wishing to support the Limb Preservation Foundation through a workplace retirement plan, IRA, or life insurance policy, should request a Beneficiary Change Form from his/her company or plan administrator. Beneficiary Change forms are often available online. Please indicate the desired gift percentage and return/submit the completed form.
The Limb Preservation Foundation also encourages estate gifts through other arrangements, including Charitable Remainder and Charitable Lead Trusts. The Limb Preservation Foundation prefers not to serve as Trustee for these gifts.
Purpose of Gift
People who make estate or outright gifts may designate their gift for a specific purpose. Opportunities include the following:
- General Support
- Patient Assistance
All gifts help sustain the long-term needs of individuals with and at risk for limb loss. In the absence of specific instruction, a legacy gift will be used in the area of greatest need.
In addition, a person who contributes $50,000 or more may establish a Named Endowed Fund. As highlighted above, a Named Endowed Fund could support medical care or financial assistance or fund a program area of choice. Typically, these funds are named in honor of the donor and/or family, or perhaps to honor another loved one(s).
In some cases, a client may allow an advisor to share his/her name with us, knowing we will not publish or promote the legacy gift in any way. In other situations, an advisor can play a helpful role in forwarding a ‘Thank You’ letter to a client, while simultaneously preserving client anonymity.
If your client moves forward with an estate gift, we would appreciate any guidance about the best way to share our gratitude.
If you have any questions at all, please contact Marcy Rubic, Executive Director, at email@example.com or (303) 429-0688.