Leave a Legacy
Let a gift to Amego be your lasting legacy in the community.
Retirement Plans and IRA’s
For many of us, retirement plan assets may be the single largest asset in our portfolio. This is a form of gift that we may use both in our lifetime and afterward as part of our permanent legacy.
The easiest way is to obtain a beneficiary designation form from the retirement plan administrator and name Amego as the entire or partial beneficiary of your retirement plan. This may avoid federal estate-tax liability because the charitable deduction is included.
You may make gifts directly to Amego from your IRA. While no charitable deduction is allowed, the gift is excluded from gross income for tax computations.
You are eligible to contribute this way if:
Wills and Bequests
A will is integral to your financial and legal planning and your estate may receive an estate tax deduction. Your will provides you the opportunity to distribute your estate according to your wishes. Your will expresses your values to your heirs and cares for your heirs according to their special needs.
Options for you to consider are a:
Trusts
You may make Amego a beneficiary of your trust, just as they would include it in your will. The same options apply to trusts as they do to wills.
Securities
The best stocks to contribute are those that have appreciated greatly in value. Such gifts may provide a double tax benefit. You may receive a charitable income tax deduction for the full fair-market value of the property and may not pay any potential tax on the capital-gain element of the gift.
For example you might wish to give stock now valued at $25,000 that you purchased five years ago for $15,000. Your charitable contribution tax deduction for this year would be the full current fair market value of the stock, or $25,000. You also would avoid paying the capital gains tax on the $10,000 appreciated.
If you wish to give a gift of shares or stock, please provide your broker or financial adviser with this transfer information.
Amego, Inc.
Broker: Fidelity
Acct # Z73-578568
DTC # - 0226
Life Insurance
Life insurance that you no longer need for your family’s security may be an attractive asset to contribute to Amego. The easiest way is to obtain a beneficiary designation form and name Amego as the entire or partial beneficiary.
