Make us a beneficiary of your IRA or other “non-probate” assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating the Tri‑Lakes Cares as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Designate Tri‑Lakes Cares as a beneficiary to one or more of your accounts.
We have partnered with FreeWill to offer this free online platform that will walk you through the process of setting up your beneficiaries. These gifts have a big impact and can often prevent unwanted taxation.
Planned Giving Secures Our Future
At Tri-Lakes Cares, we depend on the generosity and investment of our donors to continue our mission of empowering people to reach toward a better tomorrow. Planned giving, including bequests and gifts in wills, is essential for the ongoing support of our neighbors. These contributions offer long-term stability, ensuring we can continue making a lasting impact on our community for years to come.
TLC (Tri-Lakes Cares) always has great communication and genuinely appreciates our (relatively small) donations. We’ve seen firsthand the high integrity of their leadership, staff and volunteers. We proudly display the TLC window cling on the front door of our winery so our Tour & Tasting guests know about them. What they do in our community is worth celebrating!
Evergood Adventure Wines
Frequently Asked Questions
A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.
Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.
The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.
Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.
No. You can usually make these easily and at no cost to you.
If this type of planned gift is not quite right for you, there are many other ways you can support Tri-Lakes Cares. Our Donate Now page allows for a quick, safe and secure way to send a monetary donation. You can also volunteer, attend one of our community events, or help stock the pantry. We appreciate you and your support.
Yes. You are always free to revise or update your estate plans.
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Popular tax-smart gifts
Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.