Planned Giving
Planned Giving Opportunities
Leave a planned gift in your will
Name CEPAD-USA as a beneficiary
Providing for heirs and CEPAD-USA
Leave a planned gift in your will
Gifts by will are one of CEPAD-USA's most important sources of support. Unrestricted gifts give us the greatest flexibility to use funds where they are most needed in Nicaragua. Please consider leaving CEPAD-USA:
A stated dollar amount
A percentage of your residual estate (what remains after gifts to loved ones and expenses have been paid), or
A specific asset, such as securities or other marketable property
How to name CEPAD-USA in your will
Legal name:Â CEPAD-USA, Inc.
Address:Â 9214 Railroad Avenue, Ooltewah, TN 37363
Federal tax ID#:Â 93-1088705
This sample language may be useful:
"I give and bequeath to CEPAD-USA, Inc, 9214 Railroad Avenue, Ooltewah, TN 37363, [the sum of __________ Dollars ($____)] [ _______ % of the rest, residue and remainder of my estate], to be used for its general charitable purposes."
Notifying CEPAD-USA of your gift
We hope you’ll let us know when you have named CEPAD-USA in your will or trust so that we can thank you. Please use this Bequest Intention Form to notify us of your intention.
If you have questions, please contact Kimberly Crider at 423-417-0100 or director@cepadusa.org.
Name CEPAD-USA as a beneficiary
Naming CEPAD-USA as a beneficiary on your retirement account or life insurance policy is a simple and powerful way to support CEPAD's life-changing work without changing your will or living trust. Beneficiary designation gifts pass directly to CEPAD-USA without going through the probate process and go right to work to help CEPAD provide life-changing community development.
Retirement accounts
You can name CEPAD-USA as a beneficiary of all or a specified percentage of your IRA, 401(k), 403(b), or other retirement plan. Individuals who inherit retirement plan assets are usually required to pay income tax on them, so they're often considered among the best assets to leave to charity.
How to name CEPAD-USA as a beneficiary on your retirement accounts
Ask your retirement plan administrator or financial institution for a change of beneficiary form. Please list us as:
Legal Name:Â CEPAD-USA, Inc
Address:Â 9214 Railroad Avenue, Ooltewah, TN 37363
Federal Tax ID #:Â 93-1088705
Notify us of your beneficiary designation
Please complete the Bequest Intention Form to let us know when you’ve made a beneficiary designation for CEPAD-USA so that we can thank you.
To learn more, please contact Kimberly Crider at 423-417-0100 or director@cepadusa.org
Other ways to name CEPAD-USA as a beneficiary:
Bank and investment accounts & commercial annuities
You can leave a legacy by naming CEPAD-USA as a Transfer-on-Death (TOD) or Payable-on-Death (POD) beneficiary on a bank or investment account, or a commercial annuity. Check with your financial institution to see if this option is available to you.
Life insurance policies
If you have a life insurance policy that is no longer needed for your family, designating CEPAD-USA as a beneficiary is a simple way to support CEPAD's work.
Providing for heirs and CEPAD-USA
What is a charitable lead trust?
A charitable lead trust allows you to support the life-changing work of CEPAD while safeguarding assets for your loved ones. You transfer cash, securities, or other assets to a trust. The trustee invests the assets, providing annual payments to CEPAD-USA for a period of time that you select. When the trust terminates, the remaining amount is paid to you or your heirs with the benefit of a reduced transfer tax. The trust may be a charitable lead annuity (fixed payments) or a charitable lead unitrust (fixed percentage).
What are the benefits of a charitable lead trust?
Reduction in transfer tax on the amount passing to your heirs
Appreciation in trust value passes to your heirs free of gift and estate tax
Control over when your heirs inherit trust assets
To learn more, please contact your attorney or accountant, or Kimberly Crider, at 423-417-0100 or director@cepadusa.org.