Leave a Legacy

Let a gift to Amego be your lasting legacy in the community.

Leave a Legacy

Our philanthropy reflects our personal convictions and aspirations. There are many ways you may include Amego in your gift planning, from simple bequests in a will or an estate plan to IRAs, life insurance, and securities. Please consider including Amego in your plans.

Make a Lasting Difference Through Your IRA

If you are age 70½ or older, you may be able to transfer up to $111,000 directly from your IRA to Amego. This gift, known as a Qualified Charitable Distribution (QCD), or IRA charitable rollover, can be excluded from your taxable income and may count toward your required minimum distribution.

Because Qualified Charitable Distributions are excluded from your taxable income, they are not subject to the charitable deduction limits that apply to itemized giving, making them an especially tax-efficient way to support Amego.  Please consult your financial advisor to determine what's right for you 

Why This Gift Makes Sense

  • Your gift supports Amego's programs and the individuals and families who depend on them.
  •  If you are subject to required minimum distributions, this gift can count toward meeting all or part of that annual obligation. 

Take the next step and make your lasting impact today!

  • Consult your financial or legal advisor to see if an IRA charitable rollover is your best choice.
  • Contact your IRA administrator to begin your direct gift to Amego and help us continue our mission.
  • Notify Amego's development office (Broche@amegoinc.org) once your gift is in process so we can thank you personally. 

    Amego, a 501 (c) (3) charitable organization, is qualified under Section 170 of the Internal Revenue Service Code to receive gifts, grants, and contributions which are deductible for United States federal income tax purposes.

    Amego, Inc.’s federal tax identification number is: 237131690

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Wills and Bequests

A thoughtful will is an important part of your financial and legal planning. Beyond potential estate tax benefits, your will gives you the opportunity to pass on your assets in a way that truly reflects your wishes — honoring your values and providing for the people you love in ways that matter most to them.

You have several options to consider when structuring your bequest:

Specific bequest: Designate a fixed dollar amount to a person or organization of your choice.

Percentage bequest: Direct a set percentage of your total estate to your chosen beneficiaries.

Residual bequest: Leave the remainder of your estate after all other distributions and expenses have been settled.

 

Amego, a 501 (c) (3) charitable organization, is qualified under Section 170 of the Internal Revenue Service Code to receive gifts, grants, and contributions which are deductible for United States federal income tax purposes.

Amego, Inc.’s federal tax identification number is: 237131690

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Making a Gift Through Your Trust

You may name Amego as a beneficiary of your trust, just as you would include us in your will. The same giving options that apply to wills apply to trusts, making it a flexible and meaningful way to leave a lasting legacy.

If you have questions about including Amego in your trust, or if you'd like to let us know of your intentions, please contact us. 

 

Amego, a 501 (c) (3) charitable organization, is qualified under Section 170 of the Internal Revenue Service Code to receive gifts, grants, and contributions which are deductible for United States federal income tax purposes.

Amego, Inc.’s federal tax identification number is: 237131690

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Securities

The best stocks to contribute are those that have appreciated greatly in value. Such gifts may provide a double tax benefit. You may receive a charitable income tax deduction for the full fair-market value of the property and may not pay any potential tax on the capital-gain element of the gift.

For example you might wish to give stock now valued at $25,000 that you purchased five years ago for $15,000. Your charitable contribution tax deduction for this year would be the full current fair market value of the stock, or $25,000. You also would avoid paying the capital gains tax on the $10,000 appreciated.

If you wish to give a gift of shares or stock, please contact Amego's Development Department for transfer information.

Amego, a 501 (c) (3) charitable organization, is qualified under Section 170 of the Internal Revenue Service Code to receive gifts, grants, and contributions which are deductible for United States federal income tax purposes.

Amego, Inc.’s federal tax identification number is: 237131690

 

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Life Insurance

Life insurance you no longer need for your family's protection can be a meaningful gift to Amego. Simply request a beneficiary designation form from your insurance provider and name Amego as a full or partial beneficiary; it's one of the simplest ways to make a lasting impact. 

 

Amego, a 501 (c) (3) charitable organization, is qualified under Section 170 of the Internal Revenue Service Code to receive gifts, grants, and contributions which are deductible for United States federal income tax purposes.

Amego, Inc.’s federal tax identification number is: 237131690

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Call Amego to discuss how we can help you or your family.
Call 508-455-6200

Send us a message and we will get back to you.

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