Leaving a legacy to reach future generations
Thank you for considering a gift in your estate plan for 17 Strong®. Including 17 Strong® in your plans creates a powerful, lasting legacy that will sustain the life-changing impact of Ryan’s legacy and vision of Victory Trips® for generations to come.
Why is an estate plan important?
An estate plan ensures your desires and values are honored and that your assets will go to the people and organizations you select.
What is a planned gift?
A gift that utilizes your charitable planning strategies to maximize your charitable impact and achieve your personal planning goals.
Can I support 17 Strong® with an estate gift?
You can name 17 Strong® as a beneficiary of your will, trust, retirement plan, insurance policy, bank account, and /or establish an Endowment fund. These future gifts are changeable during your lifetime.
What is an endowment?
A fund that is invested permanently, and part of the income is spent annually to support 17 Strong®; the fund grows over time and provides financial stability to 17 Strong®.
How do I name 17 Strong® in my will or estate plan?
17 Strong® is organized and registered as a 501(c)(3) non-profit in the State of California and Federally.
17 Strong should be identified as follows:
17 Strong Foundation
720 Thousand Hills Rd
Pismo Beach, CA 93449
Federal Tax ID – 81-2599646
Sample Bequest Language:
“I/we leave {Amount/Percentage} to the 17 Strong Foundation of Pismo Beach, California.”
*Please consult your tax advisor, estate planner, or attorney for further advice.
I've included 17 Strong® in my estate plan; What's next?
Please let us know!
We want to acknowledge and celebrate your future gift and welcome you into our family.
If you have any questions about this type of giving or wish to talk with someone about your desire to give, please contact our office at info@17stong.org.
Gifts of stocks and securities
The gift of an asset, often corporate stock or mutual fund shares, is a valuable way to make a contribution to a charitable organization and receive tax benefits based on the value of the asset(s). The benefits available to you when making a charitable contribution of stock or mutual funds may include:
Avoiding federal and state tax on capital gain.
Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets for one year or longer.
Making a larger gift at a lower original cost to you.
You can contact your financial advisor or tax professional for more information. If you have any questions about this type of giving or wish to talk with someone about your desire to give, please contact our office at info@17stong.org.
