Legacy gifts sustain Switchpoint for generations.
Your estate plans can secure housing, care, and opportunity for people across Utah long after today.
What is Legacy Giving?
Legacy giving means arranging a future gift as part of your will, trust, or beneficiary designations. It can be simple to set up, tax smart, and deeply impactful.
Ways to Give
- Bequests in a will or living trust
- Beneficiary designations on retirement accounts or life insurance
- Gifts of appreciated stocks or mutual funds
- Donor-advised fund residuals or beneficiary designations
- Qualified charitable distributions from IRAs if you are eligible
- Real estate or other non-cash assets
- Charitable trusts created with your advisor
How it Works
- Choose the gift type that fits your goals.
- Talk with your advisor for legal and tax guidance.
- Contact us for our legal name, EIN, and stock transfer instructions.
- Add Switchpoint to your plans using our sample language.
- Let us know so we can steward your intent and recognize your legacy.
Sample Bequest Language
- “I give [specific amount, percentage, or residue] to [Switchpoint legal name], a nonprofit organization, Tax ID [EIN], with a principal business address at [mailing address], to be used for its general purposes or as directed by its Board of Directors.”
- Designation options: unrestricted support, endowment, or a purpose you discuss with us in advance.
Stock and asset gifts
We accept appreciated securities, mutual funds, and other non-cash assets. Contact us for DTC and account details so we can coordinate with your broker.
Contact
Sue Devereaux, Business Development & Community Engagement Manager
Prefer a quick intro call? Tell us your goals, and we will provide sample language, transfer instructions, and a simple checklist.
Note: Information here is general and not legal or tax advice. Please consult your professional advisor.
