Make ChildSafe Part of Your Legacy

Consider supporting ChildSafe through Planned Giving or Qualified Charitable Distributions (QCDs)—especially if you’re 73+. These strategies can advance ChildSafe’s mission to prevent child abuse and provide counseling and advocacy in Bexar County, while offering potential tax benefits. Planned Giving options include bequests, charitable gift annuities, and naming ChildSafe as a retirement-account beneficiary.

Consult your financial advisor to ensure compliance with current IRS rules.

For details, contact Louie A. Guzman at .

Sample Will Language

Ask your attorney to include ChildSafe in your estate using one of these examples:

Entire Estate
“I give the rest, residue, and remainder of my estate, after the payment of all expenses, taxes, and debts, to ChildSafe. I understand that ChildSafe may be affiliated with other child advocacy organizations, but I intend for my gift to benefit ChildSafe directly.”

Fraction of Estate
“I give ___ percent (___%) of the rest, residue, and remainder of my estate, after payment of all specified bequests, expenses, taxes, and debts, to ChildSafe.”

Specific Amount
“I give $___ (___ dollars) to ChildSafe.”

Contingent Gift
“If none of the persons I have identified above as beneficiaries of my estate survive me, I give the rest, residue, and remainder of my estate to ChildSafe.”

Gifts of Real Estate

You can give real estate in the form of:

• An outright gift
• A bequest through your will or living trust
• A transfer to a donor-advised fund

Important: Please contact ChildSafe before making a real estate gift to ensure it aligns with your intentions and our gift acceptance policies.

Retirement Accounts

(IRA, 401(k), 403(b))

Retirement accounts are heavily taxed when inherited by individuals—but not by nonprofits.

Benefits of Naming ChildSafe as Your Beneficiary:

• Avoid estate and income taxes
• 100% of your gift supports our mission

You May Designate:

• 100% of the account to ChildSafe
• A percentage or share (e.g., “25% to ChildSafe”)

Giving Through Life Insurance

Name ChildSafe as the beneficiary of all or a portion of your life insurance policy:

1. Contact your insurance provider.
2. Request a Beneficiary Designation Form.
3. Name ChildSafe as the beneficiary.

You may also gift a fully paid-up policy (without loans or debt).

Please consult with your financial advisor and contact ChildSafe to share your intentions.

Qualified Charitable Distributions (QCD)

• Confirm you are age 70½ or older.
• Contact your IRA administrator.
• Request a Qualified Charitable Distribution (QCD) to ChildSafe.
• You may contribute up to $115,000 per person per year (2026 limit).
• Married couples may each contribute from their own IRA for a total of $230,000.

QCDs count toward your Required Minimum Distribution (RMD) and are excluded from taxable income.

Distributions must come directly from your IRA to ChildSafe, a qualified 501(c)(3) charity.

Legal and Tax Note

This content is for general guidance.
Please consult a professional advisor for personalized legal or financial advice.