It is important to choose a gift that matches your philanthropic goals. A planned gift gives you the ability to commit to larger gifts while also receiving tax advantages that benefit you, your estate, and Lifetime Recovery.
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We invite you to leave your legacy while ensuring our future success by making a planned gift to Lifetime Recovery. The Journey Society was established to recognize and thank those of you who have included Lifetime Recovery in your estate plans either through your will, trust, retirement or life insurance plans, bank accounts, or life income gift such as a charitable gift annuity. Your commitment ensures that Lifetime Recovery will always have the resources needed to turn compassion into action. NEXT STEPS: 1. Contact Diana Reyes, CFRE at 210-290-7638 or at [email protected] for additional information on giving a cash gift. 2. Seek planned giving advice from your financial or legal advisor. 3. If you include Lifetime Recovery in your giving plans, please include our legal name and federal tax ID number below: Legal Name: San Antonio Lifetime Recovery, Inc. Tax ID: 74-1540097 Address: 96 Crossroads Blvd. | P.O. Box 5968 | San Antonio, TX 78201 |
Ways to make YOUR meaningful planned gift:
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IRA, Retirement Plans or Life Insurance Policy
Name us as the beneficiary of your retirement plan, new or existing insurance policy by completing a designation form provided by your insurer. Vertical Divider
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Bequest
You designate Lifetime as the beneficiary of your will, trust or designation form. |
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Charitable Gift Annuity
This contractual agreement in which, in exchange for a minimum $10,000 gift, we will make fixed payments to you. Vertical Divider
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Charitable Remainder Trust
An irrevocable trust provided for and maintains two sets of beneficiaries. Income beneficiaries receive a set percentage of income for your lifetime from the trust. Vertical Divider
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Establish a Named Fund
Use outright or deferred gifts to establish a named fund. You will receive an immediate dollar-for-dollar tax deduction when you fund it. |
