Leave A Legacy: Ensuring Bright Futures For Years To Come

Making a planned gift is a unique way for you to ensure the organizations that matter most in your life can continue fulfilling their missions both now and in the future. A planned gift to Children’s TherAplay promises children – and their families—with disabilities in the community the opportunity for their own bright futures for many years to come. 

Regardless of your income level, you can make a meaningful contribution to Children’s TherAplay by planning a donation. Planned or deferred gifts help donors enhance their estate planning, tax planning, investment objectives, and retirement needs while also helping to ensure the sustainability of the Children’s TherAplay mission. 

Start here to learn about the different gift options available to you. We are here to help you find a charitable plan that lets you provide for your family and support The Children's TherAplay Foundation, Inc. at the same time.

To learn more about Planned Giving, contact:

Kassie O'Malley, Director of Development

Already included us in your estate plan? 

Let Us Know!

  • Ways To Give

    Ways To Give

    There are many ways to make a meaningful, lasting impact on Children's TherAplay for many years to come. For more information on any of the options below, please contact Kassie O'Malley, Director of Development

    If you choose to include The Children’s TherAplay Foundation, Inc. in your estate plans, please use our legal name and Federal Tax ID Number:
    Name: The Children’s TherAplay Foundation, Inc. 
    Address: 9919 Towne Road Carmel, IN 46032
    Federal Tax ID Number: 35-2121568

    Download The Charitable Statement of Intent

    Cash Gift: A cash gift by cash, check, or credit card will allow you to have an instant impact on the needs of our mission. This gift will also provide a federal income tax charitable deduction when you itemize.

    Gift of Appreciated Securities: Publicly traded securities held for more than one year – such as stocks, bonds, exchange-traded funds (ETFs), and mutual funds – are the non-cash assets most frequently donated to charities. Why? Because they are most easily transferred to charities. Some tax benefits include federal deductions and you potentially eliminate the capital gains tax you would incur if you sold the stocks yourself. Please contact your investment advisor or your tax advisor for more details. 

    Donor Advised Fund: Tax-effective, convenient, and flexible. A donor-advised fund (DAF) is a charitable giving account designed exclusively to invest, grow, and give assets to charities for meaningful and lasting impact. Here is how it works: You donate assets into a DAF and recommend how those assets should be invested. Your contribution is tax-deductible and the assets in the DAF grow tax-free. When you're ready, recommend a grant to a charity you care about, and your fund manager takes care of the rest. Some people call it a giving vehicle. Others call it a philanthropic fund. In short, it is the most convenient, tax-efficient way to give back.

    Gift in Your Will or Living Trust: You can make a gift by naming The Children’s TherAplay Foundation, Inc. as the beneficiary of your retirement funds held in your IRA, 401(k), or 403(b). This is a simple and effective way, and tax advantageous, to create your legacy since it will not be subject to either estate or income taxes, as it would be if left to anyone but a spouse. 

    Charitable Gift Annuity: A charitable gift annuity lets you receive guaranteed income for life and an immediate charitable income tax deduction, as well as supporting charitable organizations meaningful to you. By making an irrevocable gift to The Children’s TherAplay Foundation, Inc., the organization pays a fixed dollar amount to you and one other person (if you choose). The annuity income depends on your age, the number of people receiving payments, and the amount of your gift to establish the annuity. A portion of your gift annuity income may also be income-tax-free. 

    Beneficiary Designations: Increased flexibility by using:

    • IRA and retirement plans
    • Life insurance policies
    • Donor advised funds
    • Commercial annuities  

    Outright Gift of Life Insurance: This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate The Children’s TherAplay Foundation, Inc. as primary beneficiary for a percentage or specific amount. You can also name Children’s TherAplay as the contingent beneficiary so that they will receive the balance of your policy only if your primary beneficiary doesn’t survive you. 

    Charitable Remainder Trust: By transferring assets to establish a Charitable Remainder Trust, you receive an immediate tax deduction and lifetime income for you and your named beneficiary. You can also reduce or avoid capital gains taxes associated with the gifted asset, and you would remove the assets from your estate. When the trust’s term is complete, any remaining assets pass to The Children’s TherAplay Foundation, Inc. as a donation. Charitable Remainder Trusts offer a great detail of flexibility, and you can receive a fixed dollar amount each year, or a variable amount based on a fixed percentage of the fair market value of the trust assets. 

    Charitable Lead Trust: Allows you to make a donation to The Children’s TherAplay Foundation, Inc. for a period of years or during your lifetime. Then the assets return to you or your surviving family members. The result is gift and estate tax savings. A charitable lead trust can allow you to make significant gifts to charity and transfer assets to family members with little to no gift and estate tax. 

    Tax-Free Gift with an IRA: You can give any amount (up to a maximum of $105,000) per year from your IRA directly to a qualified charity such as The Children’s TherAplay Foundation, Inc. without having to pay income taxes on the money. Gifts of any value $105,000 or less are eligible for this benefit and you can feel good knowing that you are making a difference for our mission. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution. 

  • Your Impact

    A Lasting Impact For A Bright Future

    Children’s TherAplay Foundation established the Bright Futures Legacy Society for our donors who have made a long-term commitment to the health and sustainability of our mission. Gifts to our Legacy Society will have a lasting impact on our ability to offer our kiddos and their families the promise of a bright future.

    Your legacy gift will help ensure: 

    • The sustainability of our mission. Our ability to positively affect the lives of children and families for years to come. 
    • Our ability to provide services covered through insurance and not require direct payment from our families
    • Our ability to attract and retain top talent in a competitive industry.  
    • Our ability to support families financially who are struggling with out-of-pocket expense for therapy. 
    • Our ability to improve access for families of diverse backgrounds and life experiences.  
  • Bright Futures Legacy Society

    Bright Futures Legacy Society

    The Children’s TherAplay Foundation established the Bright Futures Legacy Society to allow us to recognize donors who have made a planned gift in support of our mission.

    By making a gift commitment to Children’s TherAplay through your will or other planned gifts you will become a life-time member, and enjoy invitations to special events for Society members, as well as recognition in our annual report. 

    Bright Futures Legacy Society Member Benefits Include:

    • Two tickets annually to our annual fundraiser Hoe-Down
    • Listing in our Annual Report as a member of the Bright Futures Legacy Society

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