Planned Giving
Planned Giving helps you and your family express your specific philanthropic wishes for Camp Twin Lakes. A financial planner, attorney or other professional advisors can assist you with determining the best planned gift opportunity to ensure your legacy of support for Camp Twin Lakes.
Include Camp Twin Lakes in Your Estate Plans
You can make a meaningful gift to Camp Twin Lakes and enhance your future financial interests. These gifts are a vital source of support for us and may come in the form of cash, property or other assets in any amount you choose. These can be either outright or deferred gifts and can be made in a variety of ways depending on your needs. A financial advisor can help you determine the best planned gift for you and your family.
Gifts By Will
A will is the easiest and most effective means to ensure that you fully provide for your family and that your assets are distributed as you wish. Gifts by will, or bequests, both large and small, are important to Camp Twin Lakes.
Life Income Gifts
There are many ways to make a gift of cash, securities or other marketable assets to Camp Twin Lakes and retain life income for yourself, spouse and/or others -- with the remaining principal passing to Camp Twin Lakes at the death of the last beneficiary (or, in some cases, after a term of years). Such gifts provide sustained income and tax deductions. When appreciated assets are used, taxes on gains may be avoided.
Retirement Plans
Naming Camp Twin Lakes as a beneficiary for funds in a retirement plan can be easy. The person or financial institution handling your Individual Retirement Account, other retirement plan or profit-sharing account can help.
Appreciated Securities
Gifts of stocks, bonds and mutual funds make especially attractive contributions and may offer you capital gains tax incentives when they have been held long-term. Securities may be transferred directly to Camp Twin Lakes by your broker. For transfer information, please contact Skip Weiland at 404-231-9887.
Real Estate or Property
Another way to avoid or delay capital gains tax is through a gift of real estate that has been held long-term. A tax deduction for the fair market value of the property is also permitted. Donors are asked to complete a Real Property Disclosure Checklist prior to acceptance of the gift by Camp Twin Lakes.
Life Insurance
Giving through life insurance can allow you to make a gift of assets you no longer need for your family's security. When a life insurance policy is transferred to Camp Twin Lakes as a donation, the cash value of the policy can be deductible. You may also assign a policy's ownership to Camp Twin Lakes and name Camp Twin Lakes as irrevocable beneficiary. Subsequent premiums you pay are also tax deductible. We are pleased to speak with your attorneys, trust officers, and advisors who might want information about particular language for wills or trust provisions. All inquiries are confidential and without obligation.
For language to designate a gift or for information on estate planning benefiting Camp Twin Lakes, please contact Jessie Rosenberg at 404-231-9887, ext. 224.