There are a number of simple ways to provide for EquiCenter in your financial plans:

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Wills and Living Trusts—Incorporating EquiCenter into your estate plans via Wills and Living Trusts is a significant way to contribute to our mission. This generous gift will help preserve your legacy and positively influence lives in our community for many years ahead.

 

Discover the sample legal language you need to share with your attorney for making a gift in your will or living trust.

 

Beneficiary Designations—Leave a lasting legacy with EquiCenter through beneficiary designations. Naming us as a beneficiary of your IRA, retirement plan (401K, 403B, 457B), life insurance policy, Donor Advised Fund, or annuity allows you to support our mission without impacting your current finances. These gifts offer tax advantages to your family, like, potentially avoiding/minimizing estate taxes and avoiding income taxes.​

 

Qualified Charitable Distribution (QCD)—This is a gift from your IRA only if you are aged 70 1/2 or older, to Equicenter. By directing a portion or all of your Required Minimum Distribution (RMD) (up to $100,000) as a charitable gift, you can support our life-changing programs for individuals with disabilities while potentially excluding the distribution from your taxable income. This thoughtful approach allows you to make a
meaningful difference in the lives we serve, while also streamlining your charitable contributions.​