Planned Giving
A planned gift is a legacy investment in Step Into Swim, advancing our mission and ensuring our ability to create more swimmers. We invite you to include Step Into Swim in your estate planning by considering any of the following.
Please notify Rowdy Gaines at rgaines@phta.org of your planned gift so we can ensure your wishes are properly honored. Our legal name, tax ID, and address to be included in planned gifts are below:
Pool & Hot Tub Foundation
c/o Step Into Swim
1650 King St., Ste.602
Alexandria, VA 22314
(703) 838-0083
Tax ID: 52-6081248
Wills & Bequests
You may include Step Into Swim in your will or estate. Below is recommended language you may provide to your counsel drafting your plans:
I hereby give and bequeath ____________ ($DOLLARS, %PERCENT) to Pool & Hot Tub Foundation, a 501(c)3 nonprofit organization located at 1650 King Street, Ste. 602, Alexandria, VA 22314, Federal Tax ID # 52-6081248, for Step Into Swim general use and purpose (or endowment).
I hereby give and bequeath all (or %PERCENT) of the right, title, and interest in and to the real estate located at ___________________ (insert address) to Pool & Hot Tub Foundation, a 501(c)3 nonprofit organization located at 1650 King Street, Ste. 602, Alexandria, VA 22314, Federal Tax ID # 52-6081248, for Step Into Swim general use and purpose (or endowment).
Retirement Plans
You may include Step Into Swim as a beneficiary in your retirement plans (401(k), IRA, etc.). By doing so, any donation from your retirement account will be fully available to Step Into Swim as we are a 501(c)3 nonprofit exempt from federal income tax.
Life Insurance Policies
You may include Step into Swim as a beneficiary by adding our name and tax ID to the beneficiary designation. If you are interested in assigning your life insurance policy to Step Into Swim, please reach out to Rowdy Gaines (rgaines@phta.org) so we may respectfully discuss it with you.
Charitable Gift Annuities
A charitable gift annuity is a form of planned giving in which you make a gift upfront and receive a secure, fixed payment annually for the rest of your (or your spouse's or beneficiary's) life. When the contract ends, the remaining value of the annuity passes to Step Into Swim. There are several different ways in which you can give through charitable gift annuities. Charitable Gift Annuity options include Immediate-Payment, Deferred-Payment, and Flexible-Payment. For more information on charitable gift annuities, please reach out to Rowdy Gaines at rgaines@phta.org.
Charitable Trust
A trust is a special type of "holding" device for assets. Basically, you can assign a certain amount of your assets to the charitable trust. The trust "holds" them and pays out the income for those assets—interest or dividends, for example, according to your instructions. Charitable trusts enable you to make a sizeable contribution to Step Into Swim while receiving tax deductions and retaining an income stream from the Trust.
Still Need Help?
If you need assistance with a donation, please contact Rowdy Gaines at rgaines@phta.org. We're happy to help you out today!
Step Into Swim is an initiative of the Pool & Hot Tub Foundation, a 501(c)3 charitable organization dedicated to water safety and drowning prevention.
