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First Place Forever is a planned giving initiative driving the work of the First Place Leadership Institute that focuses on education, training, communication, research and public policy to empower and propel our big vision.
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Ways to Give

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First Place Forever – Legacy Gifts

Make an impact today.

Cash Donation

Your impact is immediate when you make an online cash donation by check or credit card. Use the comment section in PayPal to let us know if your donation is being made in honor or in memory of someone.

What to know

  • First Place AZ is a qualified, tax-exempt 501(c)(3) nonprofit, charitable organization.
  • Remember to document your contribution and keep a receipt from First Place AZ.
  • To claim tax deductible donations on your taxes, you must itemize on your tax return by completing Schedule A of IRS Form 1040.
  • Contact your tax professional for advice on what works best for your tax situation.
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Wellness Wednesday First Place–Phoenix

Arizona Tax Credit

Arizona residents can receive a dollar-for-dollar credit with the Arizona tax credit program for donations made to qualifying charitable organizations (QCO), including First Place AZ.

What to know

  • Individual filers can claim up to $400 per year; married couples can claim up to $800 per year. Tax credits are based on the total donation amount for the year. You can donate here.

  • File Arizona form 321 with your taxes and include First Place AZ’s QCO code: 22163.

  • For the 2020 tax year, donors are also eligible for a $300 deduction on their federal taxes as a result of the CARES Act, even if you do not itemize deductions on your tax return and use the standard deduction. 

  • Donate to take advantage of this additional federal deduction to maximize your annual tax credit.

Note: First Place AZ does not provide tax advice. Please consult your tax advisor or the Arizona Dept. of Revenue for more information on the tax credit for qualifying charitable organizations or other tax credits.

IRA Qualified Charitable Contribution

Use your IRA to leave a legacy. As a qualified charity, First Place AZ benefits from your direct qualified charitable distribution if you are age 70½ or older. The benefit to you? The amount you designate is tax deductible because it goes straight to First Place.

If you’re age 59½ to 70½, you can take a distribution from your IRA and use it to make a tax-free gift to First Place. If you itemize on your taxes, you also qualify for a charitable deduction for the amount of your gift.

What to know

  • First Place AZ is a qualified, tax-exempt 501(c)(3) nonprofit, charitable organization.
  • This benefit applies only to traditional IRAs, not Roth IRAs.
  • Donate all or part of your IRA annual required minimum distribution (RMD) up to $100,000.
  • Any distribution must be made directly to First Place, thereby bypassing the donor and resulting in a tax deduction to the donor who itemizes on their taxes.
  • First Place must receive the contribution by Dec. 31 for it to be included on the same year’s tax return.

First Place Forever - Legacy Giving

Family Fun Day 2019 First Place–Phoenix

Remembering First Place in Your Will or Living Trust

A simple, flexible and versatile way to support First Place’s work for years to come is a gift, also known as a charitable bequest, in your will or living trust. A charitable bequest is a brief statement in your will or living trust designating a specific item, amount of money or gift for First Place. Assets that can fund a bequest include cash, securities, stock, real estate and personal property.

Beautiful Beats 2019 First Place–Phoenix

Memorials and Tributes

Establishing a memorial or tribute gift is a meaningful way to honor a loved one who has been impacted by or benefitted from First Place. Assets that can fund such an honor include cash, securities, real estate and personal property.

Beneficiary Designation Opportunities

Beneficiary designations can apply to retirement plan assets (IRAs), life insurance and annuities. You can also designate a beneficiary to receive funds from bank and/or brokerage accounts, as well as certificates of deposit.

IRA Options

Designate First Place as the beneficiary of your IRA, including required minimum distributions, and the funds pass tax free to First Place.

What to know

  • First Place AZ is a qualified, tax-exempt 501(c)(3) nonprofit, charitable organization.
  • Designate a specific beneficiary for all or a percentage of these kinds of assets by completing a beneficiary designation form, which can be changed at any time.
  • Contact your tax professional to guide you with IRA designations.

Life Insurance

A life insurance policy is an opportunity to make a substantial gift at a relatively low cost and is revocable at any time. Designate First Place as the beneficiary of the entire or a percentage of your life insurance policy’s death benefit.

What to know

  • First Place AZ is a qualified, tax-exempt 501(c)(3) nonprofit, charitable organization.
  • Name First Place as the policy owner and beneficiary and receive an immediate federal income tax charitable deduction.
  • Note the percentage of the benefit you would like to gift to First Place. The beneficiary designation form can be changed at any time.
  • Retain ownership of an existing policy and 1) retain the right to change the beneficiary; 2) name First Place as contingent beneficiary; or 3) create a new policy for future charitable gifts.
  • Contact your insurance professional, who can assist you with the optimum choice that matches your needs.

Contact Us

Please tell us how we can help you meet your charitable giving goals. We’ll follow up with you soon!

To learn more about the benefits of designating First Place as a beneficiary of your retirement assets or life insurance, or to make a legacy gift, memorial or tribute to your loved one, please take a few moments to fill out and submit this online form. Someone from First Place will be in touch with you shortly!