A legacy gift ensures the Carousel remains a destination of joy for people of all ages, abilities and backgrounds, and preserves a rare, historic, hand-carved carousel for future generations.
Remembering the Carousel of Happiness in your estate planning also can help you reduce or eliminate taxes at the same time. Contact your tax adviser or estate planner for more information.
Life Income Gifts: You can name the Carousel of Happiness as the recipient of an IRA rollover, appreciated stock, or real estate. Gifts of stock, bonds, and mutual funds are a win-win for you and the Carousel as they reduce your annual income, and any gains on the stocks are tax exempt.
To donate stocks, contact Joe Kuepper at Colorado Financial ([email protected]), and let the Carousel of Happiness know the specifics of the transfer (name and number of shares) by emailing [email protected]. Electronic transfers should be directed to:
DTC: # 0164; Code 40
Charles Schwab & Co
Carousel of Happiness, Account 5173-9626
IRA or Other Retirement Account Distributions also can be donated directly to the Carousel of Happiness, thus reducing your taxable income starting at age 70-1/2. The distributions must be paid directly to the nonprofit. Ask you tax advisor about making a Qualified Charitable Distribution or a Charitable IRA Rollover.
Name the Carousel as a Beneficiary in your Will or Life Insurance: You can also leave a legacy of support by naming the Carousel of Happiness as a beneficiary in your will or your life insurance policy.
Customized Gift: If you would like to customize a legacy gift, or make a planned gift that is not listed here, we will be pleased to work with you and your estate planning professional.
For more information, call 303-258-3457 or email [email protected].
