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Planned Giving
Make your meaningful impact with tax advantages.

In 1965, a group of parents of adults with disabilities banded together to create a means to support their family members’ personal growth and wellbeing. Today this vision shines on through the work of AccessPoint RI: every day, supporting children and adults of all abilities to live with dignity, respect, equality and choice.  

We thank you for your vision and foresight in considering a planned gift to help continue this commitment to meaningful lives for individuals of all abilities. Through planned giving, you can use a wide range of assets, that fit your unique circumstances, to grow your impact while also benefitting from tax advantages.

Any planned gift you make can be designated to go directly to AccessPoint or to our endowment. When you specify your planned gift to go directly to AccessPoint, upon receipt of the funds, they are put right to use in support of our mission. Alternatively, you might ask us to direct your gift towards our endowment, an investment fund specifically set aside to ensure our mission well into the future. The choice is yours.

Here are some examples of planned gifts you might choose to make:

Outright Gifts

  • Bequest: Making a gift to AccessPoint RI from your will or trust is simple. Options range from a specific amount, to a percentage from your estate or to whatever remains after other bequests are made.

  • Insurance Policy: This is one of the easiest ways to make a planned gift to AccessPoint. Life insurance can be used as a charitable asset, allowing you to be eligible for a charitable tax deduction. You can make AccessPoint the beneficiary of part or all of your insurance proceeds.

  • Retirement Fund Assets: Ideal for charitable giving purposes because they are often heavily taxed, gifts of retirement fund assets from qualified plans or IRAs offer an opportunity to avoid income and estate tax.

  • Qualified Charitable Distribution from IRA during lifetime: This option is for donors 70 ½ or older, and it’s easy to do. Annual lifetime distributions up to $100,000 directly from one’s IRA custodian to a public charity (some exclusions apply) can count toward the donor’s required minimum distribution without having to claim income.

  • Donor advised fund: If your family already has a charitable fund set up, you can designate AccessPoint as a recipient.

  • Other options: – AccessPoint would be happy to discuss and explore other ways you can make a difference.

Life Income for Donors

  • Charitable Gift Annuity: Charitable gift annuities guarantee you (or someone you name) a certain fixed income for life. At the death of the last annuity recipient, assets will be used to support AccessPoint.

  • Charitable Remainder Trust: This option appeals to donors with appreciated assets (real estate or securities). This type of trust allows you to receive income (or provide income to another person) for life with the knowledge that the funds remaining when the trust terminates will be used to support AccessPoint.

Contact:
Our Director of Development, Heather Sullivan, would be happy to answer your questions or provide further details. Contact Heather at 401-864-2163 or email Heather