Legacy Giving
Remember AIC in Your Will.
Some of the people who give to AIC want that support to carry on after them. If that’s you, here’s how to do it, in plain words. You don’t need a large estate, and you don’t need to ask us first.
How
Three Ways to Do It
In Your Will or Trust
Ask whoever draws up your will or trust to name AIC. You can leave a set amount, a percentage of what’s left once everyone else is taken care of, or something specific, like shares of stock.
On a Beneficiary Form
Some things never pass through a will: an IRA or 401(k), a life insurance policy, a bank or brokerage account marked payable on death. Each one has a beneficiary form. Name AIC on it, for all of it or a share. The company that holds the account has the form, and you can usually change it whenever you like.
From a Donor-Advised Fund
If you have a donor-advised fund, your fund’s sponsor will let you say who gets what’s left in it. Name AIC as a charitable beneficiary of the fund.
Two More Ways
- A charitable remainder trust pays you an income for life and leaves what remains to the charities you name. Your adviser sets it up, and AIC can be one of them.
- If you’re 70½ or older, you can also give to AIC straight from your IRA now, while you’re here to see it. Ask your adviser about a qualified charitable distribution.
In the Talmud, Honi asks a man why he’s planting a carob tree that won’t bear fruit for seventy years. The man says he found carob trees when he came into the world, because his ancestors planted them, and he’s planting for his children.
For your will
The Words to Use
Whoever drafts your will can use this, or something like it.
I give to Atlanta Israel Coalition, Inc., a Georgia nonprofit corporation, federal tax ID 84-2603211, with its mailing address at P.O. Box 3902, Alpharetta, GA 30023, [the sum of $____] [or ____ percent of the residue of my estate] [or the following property: ____], to be used for its general charitable purposes.
Want your gift to go to one part of the work, like the missions to Israel? Write to us first so we can make sure the wording works. A gift with no strings lets AIC put it where it’s needed when the time comes.
If you already have
Let Us Know
If you’ve included AIC in your plans, we’d love to know, so we can thank you while you’re here to hear it.
Tell us as much or as little as you like. You don’t have to share an amount, and telling us doesn’t commit you to anything. Plans change, and that’s fine. We keep it private.
Write to Shalom@atlantaisrael.org, or mail a note to Atlanta Israel Coalition, Inc., P.O. Box 3902, Alpharetta, GA 30023. Any question at all, write to us and we’ll get back to you.
