Planned Giving

Planned Giving

Whatever your stage in life, planned giving can benefit you and your family needs, while helping to support TURN Community Services current and future mission. Some planned gifts have an impact now, some after your lifetime. Many offer tax savings, and some even provide you with income for life.

Gifts that have an impact now

Cash: Maximize your charitable deduction and provide funds for immediate use.

Securities: Stocks, bonds or mutual funds may be gifted and may provide a reduction or elimination of capital gains taxes and a charitable tax deduction.

IRA’s: If you are 72 or older, you can use your Required Minimum Distributions to make tax-free gifts from your IRA.

Personal Property or Business Assets: Donation of vehicles, artwork, books, equipment etc. may be eligible and help save on taxes.

Real Estate or Business Assets: Donation of residential or commercial real estate may save on taxes and eliminate or reduce ownership responsibilities.

Donor-Advised Funds: Manage you charitable giving for immediate or future giving.

Gifts that have a future impact

Life Insurance Policies: Naming TURN Community Services as a beneficiary of your life insurance policy.

Charitable or Deferred Gift Annuities: Donate to TURN Community Services and receive income payments for life.

Wills, Trusts and Testamentary Gifts: Bequeathing assets to TURN Community Services after your lifetime for immediate use or providing income for heirs.

Charitable Remainder or Lead Trusts: To allow assets to support TURN Community Services during your lifetime and pass them on after your lifetime.

TURN Community Services Endowment Fund

The TURN Community Services Endowment Fund is established in perpetuity and administered and managed by The Community Foundation of Utah. The fund is provided as alternative for individuals and institutions to have charitable donations and contributions be professionally management and distributed for the benefit of TURN Community Services.

To learn more about Planned Giving for TURN Community Services, contact:

Jeff Cline
Accredited Investment Fiduciary® (AIF)
Planned Giving Committee
801-699-7307
jcline@ramtrf.com

Help us serve some of Utah's most socially and economically vulnerable people.