ways to give

IN MEMORIAM GIVING

MEMORIAL & TRIBUTE GIFTS HONORING LOVED ONES

Make a donation in memory or in honor of a person. Consider a tribute gift as a way to remember special people in your life. Whether for family, friends, co-workers, or others, these gifts provide an opportunity to remember or pay tribute to individuals 

GIFT IN A WILL OR LIVING TRUST

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

Online gifts of cash - Just click here and complete our online donation form. Your gift will be processed quickly and safely using our secure server.

Mailing a gift of cash - You can send us a check or money order. Please let us know if you want your gift used for a specific purpose by indicating that purpose either in the memo line or in a letter to us.

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Epic Experience

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

How to make a gift of stocks and bonds

When you donate appreciated securities or mutual funds you have held more than one year to Epic Experience, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

A transfer on death (TOD) account. By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.

An outright gift. When you donate securities to the zoo, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

• Electronic Stock Transfers. If your gift will be transferred electronically, please have your broker deliver the stock to the following account:
  • XXXXXXX
  • XXXXXXX

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Epic Experience.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

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 Epic Experience.

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.

Here’s how it works:

You must be 70½ or older.

The gift must be transferred directly from your IRA administrator to EPIC EXPERIENCE. 

The amount of the gift can be up to $100,000 each year.

The gift will not be reportable as taxable income.

Your gift can satisfy all or part of your required minimum distribution for the year if you are over age 72.

* Congress has waived the annual Required Minimum Distribution from IRA Accounts in the year 2020 as part of the CARES Act in response to COVID-19. Please consider seeking advice from your financial advisor or tax professional to understand how recent changes to laws governing retirement plans may impact you and your charitable gift.

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 Epic Experience, you will need to complete a beneficiary designation form provided by your retirement plan custodian. If you designate Epic Experience  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.

A gift of your life insurance policy is an excellent way to make a gift to Epic Experience.  If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy to Epic Experience 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 Epic Experience retains the policy to maturity, you can receive additional tax deductions by making annual gifts so that we can pay the premiums
• If Epic Experience 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 work for cancer survivorship

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 Epic Experience as the beneficiary of your policy

Donating appreciated real estate, such as a home, vacation property, undeveloped  land, farmland, ranch or commercial property can make a great gift to Epic Experience

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 Epic Experience

How to make a gift of real estate

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

*** We have adopted policies to limit the acceptance of certain kinds of real estate. Please check with us before making a gift of real estate so we can explain our gift acceptance policies.

The terms of an agreement allows the donor (or others) the privilege of making non-binding recommendations regarding charitable distributions that the sponsoring charity makes from the fund.

However, since the donor makes contributions directly to the sponsoring charity, contributions to the fund are charitable contributions to a public charity rather than gifts to a private foundation.

Because a charitable contribution must be irrevocable and complete in order to qualify for a tax deduction, the donor’s recommendations as to the use of the contribution must be advisory only and the governing body of the sponsoring charity must have final control over all distributions.

Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life.

Benefits of a charitable gift annuity

• Receive fixed payments to you or another annuitant you designate for life
• Receive a charitable income tax deduction for the charitable gift portion of the annuity
• Benefit from payments that may be partially tax-free
• Further the charitable work of Epic Experience with your gift

How a charitable gift annuity works

A charitable gift annuity is a way to make a gift to support Epic Experience.

1. You transfer cash or property to Epic Experience.
2. In exchange, we promise to pay fixed payments to you for life. The payment can be quite high depending on your age, and a portion of each payment may even be tax-free.
3. You will receive a charitable income tax deduction for the gift portion of the annuity.
4. You also receive satisfaction, knowing that you will be helping further our mission.

If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Benefits of a charitable remainder unitrust

• Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years
• Avoid capital gains on the sale of your appreciated assets
• Receive an immediate charitable income tax deduction for the charitable portion of the trust
• Establish a future legacy gift to our organization

How a charitable remainder unitrust works

1. You transfer cash or assets to fund a charitable remainder unitrust.
2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
4. You receive an income tax deduction in the year you transfer assets to the trust.
5. Our organization benefits from what remains in the trust after all the trust payments have been made.

Charitable Remainder Annuity Trust

You may be looking for a way to receive fixed income for life or a number of years. You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes and plan for retirement. A charitable remainder annuity trust may offer the solutions you need.

Benefits of a charitable remainder annuity trust

• Receive fixed income for life or a term of up to 20 years
• Avoid capital gains tax on the sale of your appreciated assets
• Receive an immediate charitable income tax deduction for the charitable remainder portion of your gift to Epic Experience

How a charitable remainder annuity trust works

1. You transfer cash or assets to fund a charitable remainder annuity trust.
2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
3. The trust is invested to pay fixed income to you or any other trust beneficiaries you select based on a life, lives or a term of up to 20 years.
4. You receive an income tax deduction in the year you transfer assets to the trust.
5. Our organization benefits from what remains in the trust after all the trust payments have been made.

More on charitable remainder annuity trusts

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity trust pays a fixed amount each year based on the value of the property at the time the trust is funded.

Charitable Lead Trust (for Family)

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option.

Benefits of a charitable lead trust

• Receive a gift or estate tax charitable deduction
• Pass inheritance on to family at a reduced or zero cost
• Establish a vehicle from which you can make annual gifts to charity

How a charitable lead trust works

1. You make a contribution of your property to fund a trust that pays Epic Experience income for a number of years.
2. You receive a gift or estate tax deduction at the time of your gift.
3. After a period of time, your family receives the trust assets plus any additional growth in value.

All gifts to Epic Experience are tax deductible to the full extent of the law.  Please consult with your tax advisor for information regarding your deduction.    

Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results.

 EPIC EXPERIENCE Tax ID:   45-5423074

 PO Box  753    Arvada, CO 80001

 8795 Ralston Road Suite 108  Arvada,  CO  80002