An estate plan provides peace of mind by ensuring that important decisions have been made to care for your loved ones and favorite causes. A well-designed estate plan allows you to transfer assets to the right people, in the right way, at the right time, and at minimal cost.
Ways to Give to Air Force Enlisted Village with Your Estate Plan
Beneficiary Designation
Naming Air Force Enlisted Village as a beneficiary in your financial plans and policies is straightforward. You can designate Air Force Enlisted Village as a beneficiary on retirement accounts, life insurance policies, or bank and investment accounts by filling out a simple form.
Real Estate
Donating appreciated real estate is a great way to make a legacy gift and save on taxes.
Wills & Trusts
A bequest in your will or trust can support Air Force enlisted Village for generations. You can name a percentage of an estate, a specific property, or a certain cash amount.
The following is an example of language for wills and trusts: “I hereby give, devise and bequeath to Air Force Enlisted Village Foundation, Inc., 92 Sunset Lane, Shalimar, FL 32579 (Federal Tax ID:23-7078212), ___% of the residue of my estate or the sum of $________ (or the following property described herein).”
IRA Charitable Rollover
Tax laws allow those 70½ and older to make gifts directly to charities from their IRAs, free of federal income tax.
Donor-Advised Funds
A charitable savings account managed by third-party institutions that enables you to claim immediate tax benefits as you consider the timing and impact of grants you request from the fund to support charitable organizations you care about.
It’s best to contact a trusted professional, such as your attorney or financial advisor, to learn more about estate planning and ensure your proposed gift maximizes its value and meets your goals.
Let us know about your planned gift. We’ll ensure your future gift will accomplish your wishes with a simple document that clearly describes the purpose of your gift.
