Gift Options (header)

Planned Giving - What to give (header)

What to give

Planned Giving - What to give

The information below is educational in nature and is not offering professional tax, legal, or accounting advice. Please consult a qualified financial advisor to plan your estate.

Securities

Gifts of appreciated stock, bonds or mutual funds are a smart and simple way to support the Grand Canyon Trust. These gifts allow you to give more with less because you may be able to take an income tax deduction and avoid capital gains taxes.

Please notify us of your intent to give a gift of stock to ensure we appropriately acknowledge your contribution. Our stock transfer instructions are below:

Account name: The Grand Canyon Trust (Tax ID# 86-0512633)
Account number: 786-823971
DTC number: 0188
Broker: TDAmeritrade
Phone: (800) 669-3900


Bequest

A bequest to the Grand Canyon Trust helps ensure that we can continue our critical work far into the future. A bequest can deliver a specific gift to the Trust (“I bequeath the sum of Ten Thousand [$10,000] Dollars”) or a percentage of the balance remaining in your estate after taxes, expenses, and specific bequests have been paid — also known as the residue (“I bequeath Ten [10%] Percent of the residue of my estate”). More on the specific legal language ›


Gifts of retirement assets

Donating part or all of your unused retirement assets, such as a gift from your IRA, 401(k), 403(b), pension, or other tax-deferred plan, is an excellent way to make a gift to our organization.


IRA

If you are 70 and a half or older and do not need the additional income from your IRA required minimum distribution, consider a tax beneficial contribution to the Grand Canyon Trust. Please note that the Grand Canyon Trust cannot offer tax or legal advice. We encourage you to consult with your professional advisor before making a gift of this nature.


Real estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch, or commercial property can make a great gift to our organization.


Life insurance

If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your policy.


Retirement gifts

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.

Planned Giving - How to give (title)

How to give

Planned giving - how to give

Planned giving - how to give

How to give

Please use our legal designation language form when you are ready to name the Grand Canyon Trust in your will or estate plan.

Already named the Trust in your will or estate plans? Please let us know so we can honor you today ›

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