Legacy Giving Because YOU Care

"The greatest legacy anyone can leave behind is to positively impact

the lives of others."

~ Emeasoba George

Creating a Lasting Legacy Through The Mountain Shadows Foundation

At Mountain Shadows, we are building a legacy upon the foundation of three simple words: Because I Care.

Those three words, when spoken by individual members, or when embraced collectively by our entire Mountain Shadows Family, are the reason Mountain Shadows exists.

Because We Care, we are advancing a new way of supporting individuals with intellectual disabilities and developmental delays.

Because We Care, we act as the eyes for those who cannot see. We are the voice for those who cannot speak. We are the ears for those who cannot hear. And we stand up for those who cannot stand at all.

We invite you to join us, to become a member of the Mountain Shadows Family, to help us build upon this legacy.

By creating your own lasting legacy, through a gift from your estate – Because You Care -- you can help us ensure the future of our Mountain Shadows residents for generations to come.

By making a Legacy Gift to the Mountain Shadows Foundation, you can help ensure our residents continue to live life to the fullest.

Your Legacy Gift Will Matter

Because You Care...

Mountain Shadows residents, like Tori, will be given dignity and every chance at a full life.

Read Tori's story here.

Because You Care...

Mountain Shadows residents, like Oliver, will continue to receive loving, state-of-the-art care in a home environment.

Read Oliver's story here.

Because You Care...

Mountain Shadows residents, like Carlos, will continue to dream and participate in innovative therapies so he can thrive and live up to his full potential.

Read Carlos' story here.

Carlos Ashby is seen painting in the image

Here is How You Can Create a Lasting Legacy

Charitable IRA Distribution

By Making a CHARITABLE IRA DISTRIBUTION

YOU Can Benefit ... and So Can Mountain Shadows ...

Now and in the Future!

What is a Charitable IRA Distribution?

The Charitable IRA Distribution allows you to designate your IRA Required Minimum Distribution (RMD) to support the Mountain Shadows Foundation.

If you are 70 1/2 or older, under the IRA SECURE Act, you can rollover up to $100,000 directly from your IRA to the Mountain Shadows Foundation - whether you are required to take distributions or not.

It's easy! AND it allows you to save money on taxes and support the organization you love -- Mountain Shadows Support Group!

Why Should You Make an IRA Rollover Gift?

A Charitable IRA Distribution is a great way to make a significant gift to the Mountain Shadows Foundation, without using cash or other assets that you need now.

The benefits to YOU are many:

Gifts made from your IRA (up to $100,000 annually) are not considered taxable income. They qualify toward your Required Minimum Distribution (RMD) and can lower your income AND taxes.

Additional Benefits to YOU May Include:

Making an IRA Rollover Gift may prevent you from being bumped up into a higher federal and/or state income tax bracket.

An IRA Charitable Gift may help you avoid hitting phaseouts on your deductions and personal exemptions.

Even MORE Benefits of an IRA Rollover Gift!

An IRA Rollover Gift can reduce your income and taxes, so, even if you don't itemize deductions, you may still be able to benefit from charitable giving.

You may be able to avoid the Alternative Minimum Tax (AMT).

You may avoid incurring the Affordable Care Act (ACA) tax.

You can give OVER & ABOVE your normal giving, because an IRA Rollover Gift does not count towards the 50% annual limitation on charitable gifts.

Charitable Bequest

Leave a Lasting Legacy to The Mountain Shadows Foundation

By Making a CHARITABLE BEQUEST

What is a Charitable Bequest?

The Charitable Bequest is one of the easiest ways you can make a meaningful gift to help ensure the future of Mountain Shadows.

A bequest is a gift made to Mountain Shadows as part of your will or trust. By including some simple language in your estate plan:

You can ensure your commitment to supporting the Mountain Shadows Foundation will continue in the future.

You will leave a lasting legacy that will make a significant difference in the lives of the intellectually disabled individuals we serve.

Why Should You Make a Charitable Bequest?

A Charitable Bequest enables you to continue to support the Mountain Shadows mission after you are gone.

The benefits to YOU of making a Charitable Bequest make it even better:

You can reduce your estate taxes by taking a charitable deduction for the value of the bequest.

Your family, with careful planning, can also avoid paying income taxes on assets received from your estate.

What Type of Gifts Can I Make Through a Charitable Bequest?

A Charitable Bequest can be made in several ways:

- - - - You can give a specific dollar amount.
        
        You can give a certain percentage of your estate.
        
        You can give specific assets, such as cash, stocks, bonds, jewelry or other personal property.
        
        You can give the residue of your estate (after all other gifts are bequeathed and debts, taxes, administrative costs, probate fees and court costs are paid).

Gifts of Real Estate

Gifting Your Home to

The Mountain Shadows Foundation

Donating Your Home

Donating your home to the Mountain Shadows Foundation can be a sound financial strategy.

Here are several ways you can plan for your future while making a gift to Mountain Shadows using your home.

A Charitable Remainder Unitrust

Giving your home, or a vacation residence, to the Mountain Shadows Foundation through a Charitable Remainder Unitrust can provide you with income or cash, along with a charitable deduction. Here are two plans to consider:

Tax-Free Sale in a Trust

- - - - Permits you to sell your home tax-free.
        
        Provides you with income for life.
        
        Allows you to take a current charitable income tax deduction.
        
        Distributes the remaining trust principal to the Mountain Shadows Foundation.

Cash Plus a Trust

A Charitable Remainder Unitrust can also be structured to provide you with cash up-front when your property sells.

A Bargain Sale

A Bargain Sale is another method which allows you to sell your home and reduce your taxes.

By selling your home to the Mountain Shadows Foundation at a discount:

You receive a charitable deduction for the difference between the market value and the sales price.

Your $250,000 home exclusion ($500,000 for married couples) may cover the taxable gain on cash received for the sale of your personal residence.

Any remaining gain may be offset by your charitable deduction.

Life Estate Reserved

If you would like to gift your home to the Mountain Shadows Foundation, and continuing living in your house, the Life Estate Reserved may be a good option for you.

When you create a Life Estate Reserved, you deed your home the Mountain Shadows Foundation, but reserve the right to continue living in it for life.

You benefit from a current tax deduction and the Mountain Shadows Foundation receives your home in the future.

Charitable Gift Annuities

You can support the Mountain Shadows Foundation AND generate income for yourself and your family through Charitable Gift Annuities.

When you make a Charitable Gift Annuity, you make a donation to the Mountain Shadows Foundation now AND receive fixed annuity payments for life.

Because You Care, you can make a meaningful impact to the Mountain Shadows Foundation AND receive tax-favorable income for you and your family.

Charitable Gift Annuities benefit you, because they have attractive payout rates AND make a significant impact to the Mountain Shadows Foundation now.

Charitable Gift Annuity Benefits to You

A few of the benefits you will enjoy by creating a Charitable Gift Annuity include:

Tax Benefits: A portion of the payout will be tax-free to you.

Charitable Deduction on Your Income Taxes: You will receive an immediate income tax charitable deduction for a portion of your gift.

No Estate Process: Your gift passes to the Mountain Shadows Foundation outside of the estate process.

You Choose When You Receive Payments: Payments can be made to you annually, quarterly or monthly.

Your Legacy Begins Now: You create your legacy now by becoming an integral member of the Mountain Shadows Family, ensuring our residents continue to thrive now and long into the future.

Legacy Circle Member Benefits

The Mountain Shadows Legacy Circle

The Legacy Circle honors the generous donors who have pledged to leave a Legacy Gift to the Mountain Shadows Foundation through their estate.

Legacy Circle Member Benefits

Because You Care about our residents, and their future, as a Legacy Circle member, you will become an integral part of the Mountain Shadows Family, and you will receive:

An invitation to an annual Legacy Circle luncheon.

Exclusive invitations to special events, such as our signature Fall Classic Golf Tournament and Award Banquet.

Recognition on the Mountain Shadows Foundation website and in event brochures.

A beautifully framed art piece, to commemorate your generosity, created by a Mountain Shadows resident.

A special tour of the Mountain Shadows Community to meet our staff and residents, and to see how they live day-to-day.

Publications showcasing innovative scientific and medical discoveries, educational initiatives, and advances in treatment and care for individuals with intellectual disabilities.

Meaningful gifts to honor your membership.

Contact Mandy Now to Learn More About Legacy Giving to The Mountain Shadows Foundation

You can contact Mandy today to learn more about Legacy Giving to the Mountain Shadows Foundation.

Mandelyn McKinley Huiras

Director of Development

Mountain Shadows Foundation

970 Los Vallecitos Blvd., Suite 240

San Marcos, CA 92069

940.367.6120 | [email protected]

www.MtnShadows.org

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You can create a legacy that will have a positive impact on generations to come through the Mountain Shadows Foundation - Because You Care.

Mountain Shadows Foundation is a 501(c)(3) nonprofit organization with Federal Tax ID #20-0157907