A /U-DB Planned Giving Newsletter S u m m e r 2 017
Planning for a Sustainable Future Those who want to feel close to God through adventure and community for years to come will be glad to know the focus of Adventure Unlimited’s 2022 Strategic Plan: sustainability. Every planned gift you establish supports that goal and sustainably carries our mission forward – whether you name Adventure Unlimited as a beneficiary of your estate or IRA/retirement plan, or direct the required minimum distributions from your IRA to us tax-free. Read our 2022 Strategic Plan here: AdventureUnlimited.org/2022strategicplan
When you make a gift through one of our many planned giving options, you’re supporting Adventure Unlimited’s mission of “Opening Windows to God” for Christian Science youth and their friends each year. You’re also creating a legacy that will continue to bless the world.
What’s Inside • Long-time volunteer donates through his IRA • A tax-free strategy for required IRA withdrawals
“Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven.” Matthew 5:16
Benefits of Giving...
Long-time volunteer avoids taxes by giving through his IRA
Bob Baggs first attended Unlimited. His distribution is not taxed since it Youth Camp at the A/U goes straight to the organization, and he says it Ranches in 1957. A decade was simple for him to set up. “You don’t have later, he stumbled onto to worry about it,” Bob explains. “You call your the A/U field program IRA administrator and say, ‘I want to send this (now DiscoveryBound) amount each month, and I want it there by this through a roommate. “I date,’ and it’s done.” have supported Adventure Programs at the A/U Ranches and in DB positively Unlimited activities and shape young people’s lives, Bob says. Bob Baggs field programs “I look at our Sunday Schools as the for over 50 years,” says Bob, who’s a Adventure Unlimited classroom. Adventure Unlimited trustee of Adventure Unlimited and has become a part activities are the laboratory. That’s a Summit Society member. “It’s just of my life. where you – potential future become a part of my life.” practitioners and teachers – make Bob, A significant part of Bob’s support has Christian Science work, and we see Donor been through volunteering at both the it all the time.” A/U Ranches and with the A/U field program / DiscoveryBound (DB). He’s been a chapter worker wherever he’s lived around the country and has chaperoned dozens of Adventure Unlimited events, whether in a bus full of kids driving from California to the A/U Ranches for youth camp (late 1970s) or at a national DB Outreach event. Bob, who has named Adventure Unlimited as a beneficiary in his estate, also supports these activities by directing the annual required minimum distribution from his IRA to Adventure
Bob (back left) at a chapter gathering in the late 1980s
What is the Summit Society? The Summit Society was established to honor those who have taken the special step of including Adventure Unlimited in their long-term plans through a bequest provision, retirement plan assets, life insurance policy, life-income gift or other deferred giving arrangement.
Adventure Unlimited’s purpose is to provide recreational adventure, leadership, service, education and community activities that foster spiritual growth and healing in an environment where Christian Science is lived.
What Can I Do with My IRA’s Required Minimum Distributions? A tax-free strategy for required withdrawals Here’s the situation: You’re 70½ or older and the IRS is requiring you to take minimum distributions from your IRA. You’re already giving to Adventure Unlimited or you’ve been planning to make a gift. Scenario #1: You take the distribution and then make a gift to Adventure Unlimited. The distribution is taxed to you. You may be able to claim an offsetting charitable deduction for your gift if you itemize your deductions. Scenario #2: BEST OPTION! You instruct your IRA administrator to make the distribution directly from your IRA to Adventure Unlimited. The distribution is not taxed.
You can give up to $100,000 annually through a Qualified Charitable Distribution, also called an IRA Charitable Rollover. Just ask your IRA administrator for the forms to complete the rollover, and soon you’ll be helping the many individuals who are blessed each year through Adventure Unlimited programs. Thank you! Have questions about directing your IRA’s required minimum distribution to Adventure Unlimited? Contact Rob Blackwell, firstname.lastname@example.org or 888.416.7348 x104.
We’d Like to Thank You for Supporting Our Life-Changing Programs Have you already included Adventure Unlimited in your estate plans? Please let us know! When you become a member of the Summit Society, you’ll receive a CD gift of Madelon Maupin’s Bible Roads series on Matthew as our thank you for your significant and special gift. To inform us of your plans, please contact Rob Blackwell, A/U-DB Foundation President, at 888.416.7348 x104 or email@example.com.
Adventure Unlimited – DiscoveryBound Foundation is the fundraising arm of Adventure Unlimited, a 501(c)(3) charitable organization.
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Our Programs Thrive with Your Support
YOUR LEGACY. OUR FUTURE. To learn how you can include Adventure Unlimited in your estate planning, contact Rob Blackwell at 888.416.7348 x104 or firstname.lastname@example.org.