Ways to Give

If you are 70 ½ years or older, you can make a gift through your IRA.

The Benefits of an IRA charitable rollover

• You may be able to transfer up to $100,000 from your IRA directly to BPHC or another charity without having to pay federal income tax.

• You may satisfy your required minimum distribution (RMD) for the year

• You help further the mission of BPHC to positively impact the Burlington community by addressing the causes and consequences of substance misuse.

How to transfer from an IRA

Simply contact and notify your IRA plan administrator to make a gift from your IRA to Burlington Partnership for a Healthy Community.

Please share this document with your financial advisor.

For questions about your tax deductibility status, please consult with your financial advisor. For any other questions, please reach out to our Coalition Director, Mariah Flynn

Because so much of our work involves collaborating with different organizations and communities, a sustaining donation of as little as $5 a month goes a long way to expand our citywide initiatives or provide additional afterschool activities for Burlington youth. Select the tier that works for you using our online donation form.

Substance misuse and prevention are deeply personal and touches all of our lives and neighborhoods. Memorial gifts and gifts made in honor of friends and family are an especially meaningful way to remember loved ones or celebrate special occasions or milestones. Your gift will help us grow our organization and expand our community impact. Contributions can be made in support of specific programs or departments upon your request. If you so choose, we can mail your designee a personalized letter, letting them know that you have made a gift in their name.

BPHC is pleased to recognize significant gifts through permanent naming opportunities including youth scholarships, community awards, or sponsored projects. Please reach out to our Coalition Director, Mariah Flynn to further explore the possibilities.

By making a gift to BPHC via your estate plan, you both demonstrate your care for Burlington, and offer hope for a healthier, safer community for future generations.

Here are some ways you can include BPHC in your estate plan:

Name BPHC in your will or living trust

Making a charitable bequest in your will or revocable trust is a wonderful legacy for you and BPHC. There are several ways you can make a gift to through your will or trust:

Unrestricted gifts: You can specify that BPHC receive a percentage of your estate, a specific sum of money, or specific asset (such as stocks, bonds, or real or personal property). The most useful kind of bequest is unrestricted, allowing the funds to be allocated by BPHC wherever the need is the greatest or so we can adapt to emergent community needs more adeptly.

Restricted gifts: You can also designate that your gift be used for BPHC general grants and operations, or you can restrict your gift to a specific program, event, or other purpose that is important to you. We invite you to involve us in this to ensure BPHC is able to meet your request and that the final language accurately reflects your specific interests.

Download a fact sheet with sample bequest language to share with your financial advisor.

Name BPHC as a beneficiary of your life insurance or retirement plan

Naming BPHC as a beneficiary designation is a simple and impactful way to express your support of the garden. After your lifetime, these assets will transfer directly to BPHC without going through probate. Beneficiary designations can be made for:

• Life insurance policies

• Retirement accounts, such as an IRA, 401(k), 403(b), etc.

• Bank and brokerage accounts, and other types of deposit and investment accounts

Please contact our Associate Director, Bianka Cimrin for more information on naming BPHC as a beneficiary.

Name BPHC as the beneficiary of a charitable remainder trust, charitable lead trust, gift annuity or other advanced charitable giving vehicle.

For those wishing to make a gift to BPHC who have more complex estates, we can offer help by providing information directly to your financial advisor so they can set up your advanced charitable giving vehicle that best fits with your estate plan.

Please contact our Coalition Director, Mariah Flynn with your specific planned gift request.

Information for your financial advisor

In compiling your advanced charitable giving documents, your financial advisor may need some detailed information about BPHC to ensure your gift goes where you want it. Below is our official name, federal tax identification number and IRS non-profit status.

Name: Burlington Partnership for a Healthy Community (fiscal agent NFI Vermont, Inc.)

Fed Tax ID: 03-0304434

Status: 501(c)(3) non-profit organization

Employee matching gift or volunteer grant programs are corporate giving programs in which the company matches donations made by employees to eligible nonprofit organizations. It's an easy way to double your contribution to us! Please contact our Coalition Director, Mariah Flynn so that she can provide you with any information your employer may need.