More About Planned Giving

• Bequests

  A charitable bequest is a gift in your will or living trust. Bequests are often considered the easiest way to create impact as a legacy donor as they offer a simple, flexible and versatile way to ensure we can continue our mission for years to come. Including a bequest to TMF in your will or living trust comes with a membership into our exclusive donor program, Spartan Legacy Society. To get started with a bequest, tell your personal attorney you’d like to give a gift to TMF. One common practice is to leave a percentage rather than a fixed amount so your gift can remain in proportion to other bequests.

  Travis Manion Foundation has partnered with FreeWill to offer a free and secure way to get started. Use TMF’s FreeWill tool to create a will or trust to retain control of your assets during your lifetime and decide your impact on the future. TMF and FreeWill value your privacy and will never ask for sensitive information such as your account number or Social Security number.

  If you’ve already decided to leave a gift to Travis Manion Foundation in your estate plan, click here to let us know!

• Beneficiary Designations

  Beneficiary designations are among the most flexible of all charitable gift options and can be altered or adjusted at any time, for any reason. A beneficiary designation allows TMF to receive assets such as retirement plans, life insurance policies, IRA charitable donations, and charitable trusts. 

  To get started, use TMF’s Freewill tool to include giving within your overall estate planning goals. You can always take withdrawals from your retirement, investment, or bank account and continue to freely use your account without fear of changing your mind in the future.

• Memorial Gifts

  If you have a loved one who has been impacted by our organization, establishing a memorial or tribute gift is a meaningful way to honor your loved one or celebrate a special occasion such as a birthday while supporting TMF.

   

• Endowments

  Endowments are a gift of cash, securities or other assets to TMF. You have the option of gifting assets immediately or you can give them in a will, specifying it be used to fund an endowment. Once we receive your endowment, we will use a small portion to support our critical needs while investing the balance to ensure it lasts for generations to come.

• IRA Charitable Distribution

  Consider using your IRA account to make the most of your charitable giving. Make a charitable contribution (also called a Qualified Charitable Distribution) from your IRA to TMF as part of your required minimum distributions. Due to Travis Manion Foundation’s 501(c)3 status, no income tax will need to be paid. You can also receive a tax benefit in the year you made the gift even if you take the standard deduction. Please note that IRA owners must be age 70 ½ or older to make a tax-free charitable contribution. Use TMF’s FreeWill tool for a free and secure way to get started. TMF and FreeWill value your privacy and will never ask for sensitive information such as your account number or Social Security number.

• Charitable Remainder Trusts

  Continue your legacy of giving by starting a charitable trust, benefitting you, your beneficiaries, and a charity all at the same time. Charitable trusts have many tax incentives and financial benefits for those who wish to set aside high-value assets. Speak with a financial advisor about how you can make a trust part of your financial planning.