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A Lasting Legacy

Plan a gift that outlives you.

For donors thinking beyond a single year — bequests, donor-advised funds, appreciated stock, and IRA distributions can support Uplift's mission for generations to come, often with significant tax advantages for you and your estate.

Planned giving is the most efficient way philanthropic Americans support causes they care about. By giving from assets — not just income — you can often give more, save more in taxes, and create a legacy that lasts decades beyond a single check.

Every option below is tax-advantaged and IRS-compliant. Uplift Incorporated is a registered 501(c)(3) charitable organization, and we work with donors and their advisors to make planned gifts simple. The information on this page is general guidance — please consult your tax advisor or estate attorney for your specific situation.

Ways to Give

Six tax-advantaged paths.

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Most Common

Bequests in Your Will

Name Uplift Incorporated as a beneficiary in your will or living trust for a specific dollar amount, a percentage of your estate, or the residuary. Bequests cost nothing today and reduce your taxable estate.

Suggested language available below.

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Tax-Smart

Donor-Advised Fund (DAF)

If you have a DAF at Fidelity Charitable, Schwab Charitable, or your local community foundation, recommend a grant to Uplift Incorporated using our EIN below. DAF grants are processed quickly and your tax deduction was already taken when you funded the DAF.

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Avoid Capital Gains

Appreciated Stock

Donating stock that has grown in value is one of the most tax-efficient gifts you can make. You avoid capital gains tax on the appreciation and receive a charitable deduction for the full fair market value. Contact us for transfer instructions.

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Age 70½+

IRA Qualified Charitable Distribution

If you're 70½ or older, you can transfer up to $105,000 per year directly from your IRA to Uplift Incorporated tax-free. The distribution counts toward your Required Minimum Distribution but isn't included in your taxable income.

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Beneficiary Designation

Retirement & Insurance

Name Uplift Incorporated as a beneficiary on your IRA, 401(k), or life insurance policy. The change takes minutes through your plan administrator and avoids estate taxes. You can name us as a primary or contingent beneficiary.

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Special Cases

Real Estate & Other Assets

Gifts of real estate, business interests, or other appreciated assets may also be possible. These require advance discussion with our board and your tax advisor — please contact us early so we can review the gift together.

Information your advisor will need

When discussing a planned gift to Uplift Incorporated with your attorney, accountant, or financial advisor, please reference the following:

Legal Name
Uplift Incorporated
Tax-Exempt Status
501(c)(3) Charitable Foundation
Established June 2005
EIN / Federal Tax ID
72-1600793
Mailing Address
PO Box 1385
Canton, MS 39046-1385

Verified on Charity Navigator →

Suggested bequest language: "I give and bequeath to Uplift Incorporated, a Mississippi 501(c)(3) charitable foundation (EIN 72-1600793), with offices at PO Box 1385, Canton, MS 39046, the sum of $______ (or ____% of my residuary estate) to be used for its general charitable purposes."

Talk to Us About Planned Giving →