Planned Giving

Leave a legacy by remembering the Tony Stewart Foundation in your will or other estate plans. The mission of TSF can be sustained through the generosity of people who share Tony’s vision and commitment to assist children, animals and drivers.

Through long-range individual and family planning, it is possible to make a substantial impact while providing valuable tax benefits that may include the reduction of taxable income and elimination of capital gains. Planned gifts may enable donors to pass assets to family members at a reduced rate, and in some cases, may be structured to increase current income.

You are strongly encouraged to consult with your attorney, CPA or financial planner prior to making any decisions regarding planned giving to a charitable organization. Options that may help you achieve your philanthropic goals and financial planning needs include:

Bequest

A gift made through a will, life insurance or retirement account policy. You can specify either a fixed amount or a percentage of your estate.

Charitable Remainder Trust

A gift that makes either a fixed amount payment (annuity trust) or percentage of trust principal (unitrust), to the beneficiary of your choice. At the end of the term, TSF receives any funds that remain in the trust.

Charitable Lead Trust

A trust that makes either a fixed amount payment (annuity trust) or a percentage of trust principal (unitrust) to TSF during its term. At the end of the trust term, the principal can either be returned to the donor (a grantor lead trust) or to heirs named by the donor (a non-grantor lead trust).

For more information please contact this email address or call: (800) 867-6067 or (317) 299-6066.