Consider these easy ways to make an impact beyond your will.
A bank account or CD can provide immediate support to Equest upon your passing by establishing a payable on death (POD)* designation and naming the organization as the beneficiary. This process is straightforward; consult with your bank representative for guidance.
With a POD designation, you retain full ownership and control of the funds during your lifetime. You can change beneficiaries, withdraw funds, or close the account if circumstances change.
*State laws govern payable on death accounts and transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering these gifts.
While IRAs and 401(k) plans are excellent for accumulating retirement savings, they are often less efficient for passing wealth to heirs due to income tax implications. Distributions to individual beneficiaries are taxed as ordinary income. However, as a tax-exempt entity, Equest receives the full designated amount without incurring taxes. This makes retirement accounts a highly efficient and simple way to leave a charitable legacy at Equest.
Life insurance can be a powerful tool for making a substantial charitable gift, exceeding what you might otherwise be able to provide.
Options:
We accept various property types, from residential to commercial and undeveloped land. You can easily transfer the property through a direct deed or by including a provision in your will or trust. Plus, you may enjoy tax benefits and eliminate the burdens of property ownership.
Equest accepts donations of many types of valuable personal property, including antiques, collections, artwork, vehicles, and boats either now or in your estate plans. Please contact our staff to ensure the feasibility of your donation.
4. Use Our Legal Information
When including Equest in your plans, please use our official legal name and federal tax ID.
LEGAL NAME:
Equest
PHYSICAL ADDRESS:
811 Pemberton Hill Road
Building 4
Dallas, Texas 75217
MAILING ADDRESS:
PO Box 171779,
Dallas, Texas 75217
FEDERAL TAX ID NO:
75-1823701
Address
811 Pemberton Hill Road #4
Dallas, Texas 75217
© 2024, Equest. All Rights Reserved.
TAX ID 75-1823701 – Privacy Policy – 990 Form
Mailing Address
PO Box 171779
Dallas, Texas 75217