What to Give

• Gifts of Real Estate
  Gifts of 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.
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• Gifts of Retirement Assets
  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.
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• Gifts of Cash
  Gifts of Cash
  A gift of cash is a simple and easy way for you to make a gift.
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• Gifts of Insurance
  Gifts of Insurance
  A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
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Gifts of 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 Upstate Forever.

Benefits of gifts of real estate

• Avoid paying capital gains tax on the sale of the real estate
• Receive a charitable income tax deduction based on the value of the gift
• Leave a lasting legacy to Upstate Forever

How to make a gift of real estate

Your real property may be given to Upstate Forever by executing or signing a deed transferring ownership. You may deed part or all of your real property to Upstate Forever. Your gift will generally be based on the property's fair market value, which must be established by an independent appraisal.

Contact us

If you have any questions about gifts of real estate, please contact us. We would be happy to assist you and answer any questions that you have.

Gifts of Cash

A donation of cash is a simple and easy way for you to make a gift.

Benefits of gifts of cash

• You can make an immediate impact on our mission
• You can take a charitable income tax deduction

How to make a gift of cash

More on gifts of cash

Contact us

If you have any questions about gifts of cash, please contact us. We would be happy to assist you and answer any questions that you have.

Gifts of Retirement Assets

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

If you are like most people, you probably will not use all of your retirement assets during your lifetime. You can make a gift of your unused retirement assets to help further our mission.

Benefits of gifts of retirement assets

• Avoid potential estate tax on retirement assets
• Your heirs would avoid income tax on any retirement assets funded on a pre-tax basis
• Receive potential estate tax savings from an estate tax deduction

How to make a gift of retirement assets

To leave your retirement assets to Upstate Forever, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Upstate Forever as beneficiary, we will benefit from the full value of your gift because your IRA assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.

More on gifts of retirement assets

Did you know that 60%-70% of your retirement assets may be taxed if you leave them to your heirs at your death? Another option is to leave your heirs assets that receive a step up in basis, such as real estate and stock, and give the retirement assets to Upstate Forever. As a charity, we are not taxed upon receiving an IRA or other retirement plan assets.

Contact us

If you have any questions about gifts of retirement assets, please contact us. We would be happy to assist you and answer any questions that you have.

Please let us know if you have already included Upstate Forever as a beneficiary of your retirement assets. We would like to thank you and recognize you for your gift.

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to Upstate Forever. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Upstate Forever. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.

Benefits of gifts of life insurance

• Receive a charitable income tax deduction
• If Upstate Forever retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
• If Upstate Forever cashes in the policy, you will be able to see firsthand how your gift supports our charitable work
• If we retain the policy to maturity, or you name us as a beneficiary, once the policy matures, the proceeds of your policy will be paid to our organization so that we can use the proceeds to further our charitable work

How to make a gift of life insurance

To make a gift of life insurance, please contact your life insurance provider, request a beneficiary designation form from the insurer and include Upstate Forever as the beneficiary of your policy.

Contact us

If you have any questions about making a gift of a life insurance policy, please contact us. We would be happy to answer questions that you have.

Please let us know if you have already named us as a beneficiary of your life insurance policy. We would like to thank you and recognize you for your gift.