Charitable Distributions Overview

• Charitable giving is a way of leaving a legacy.
• Most charity websites offer information about multiple ways to give, including via an estate plan.
• Some charitable distributions to qualified charities are not included in estate tax calculations.
• Charitable Remainder Trusts (CRTs) can be used when estate taxes are a factor.

Charitable Giving

In addition to providing for family members, our clients often include organizations in their estate plan that are close to their hearts. If not listed as a primary beneficiary, a charity or combination of charities can be listed as contingent (backup) beneficiaries.

Below is a partial list of charities our clients have included in their estate plan.

• Alzheimer's Association
• American Cancer Society
• American Heart Association, Inc.
• American Hospice
• Arthritis National Research Foundation
• Autism Speaks
• Doctors Without Borders USA, Inc.
• Foundation Fighting Blindness
• Hospice Foundation of America
• Hospice of the Valley
• ICAN-Chandler
• Juvenile Diabetes Research Foundation
• March of Dimes Foundation
• Mayo Clinic
• National Breast Cancer Foundation
• National Kidney Foundation
• Phoenix Children's Hospital Foundation
• Ronald McDonald House Charities
• Ryan House
• Smile Train
• St. Jude Children's Research Hospital
• Susan G. Komen for the Cure

• 100 Club of Arizona
• Intrepid Fallen Heroes Fund
• Semper Fi Fund
• Wounded Warriors Project

• Big Brother's Big Sisters of Central Arizona
• Boys & Girls Clubs of Metro Phoenix
• Child Find of America, Inc
• Diocesan Council for the Society of St. Vincent De Paul Diocese of Phoenix
• National Alliance to End Homelessness
• Phoenix Rescue Mission
• Teen Challenge of AZ
• The Salvation Army
• St. Mary's Food Bank Alliance
• United Way of America

• International Campaign for Tibet
• Oxfam America

• American Society for the Prevention of Cruelty to Animals
• Animal Hope and Wellness Foundation
• Arizona Humane Society
• Arizona Animal Welfare League & SPCA
• Best Friends Animal Society
• Friends fo Life Animal Shelter
• Greyhounds Only, Inc.
• Guide Dogs for the Blind
• Humane Society of the United States
• Maricopa County Animal Care and Control
• Pima Animal Care Center

• The Nature Conservancy
• The Sierra Club Foundation

• NPR Foundation
• PBS Foundation
• Friends of Public Radio Arizona (FPRAZ)

Learn about:

• Revocable living trusts
• Last will and testaments
• Medical/mental health/financial powers of attorneys and living wills
• Living wills - Advanced care directives

Additional topics:

• Blended families
• Charities
• Controlling distributions
• Estate taxes
• Guardians for children
• Probate

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Complimentary consultations (approx. 60 minutes) Daytime, evening and weekend appointments are available via Zoom, in our Gilbert office or your home Valley-wide.

1760 E. Pecos Rd. #347, Gilbert, AZ 85295

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