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Leave a Legacy

What Will Your Legacy Be?

Legacies in the form of planned giving ensure that your generosity reaches generations to come, while you and your family enjoy the benefits of smart financial planning. Such a gift could be your most powerful and lasting legacy, stretching your generosity to marginalized groups the moment help is needed. 

If you choose to leave a planned gift to Humanity & Inclusion, we would be honored to recognize your extraordinary commitment as a member of our Legacy Society.

To request more information, click here. We will be in touch to discuss what planned giving could mean for you!

 

Ways to Give a Legacy Gift

Designating Accounts
Bequest
Freewill
Qualified Charitable Distribution (QCDs)
Stock Donation

Designating Accounts

You can designate Humanity & Inclusion as a beneficiary for:

  • Retirement plans
  • Life insurance policies
  • Donor-Advised Funds
  • Commercial annuities
  • Bank accounts

Making a beneficiary gift is a simple process:

      1. We recommend calling your plan administrator's customer service department. They can direct you to the beneficiary page on their website and help you complete the form in just a few minutes. Or, you can request to have a form mailed to you.

     2. On the beneficiary form, decide what percentage (up to 100%) you would like us to receive and name Humanity & Inclusion as the beneficiary. Please use our Federal Tax Identification number: 55-0914744 in place of a social security number.

Bequest

A simple way to establish your legacy is to designate Humanity & Inclusion as a beneficiary of your will and trust. You can do this by naming a specified dollar amount or asset, or even a percentage of your estate, in your estate plan.

Specific Bequests allow you to designate a percentage of your estate, a dollar amount, or specified assets as a gift to Humanity & Inclusion. 

Sample language:
I give, devise and bequeath __________ [state a % or $ amount, or specific property or other asset] to Humanity & Inclusion, located in Silver Spring, Maryland, to be used for its general purposes [or for a particular program or purpose]. 

Residual Bequests allow you to designate the remaining residue of your estate as a gift to Humanity & Inclusion, after the payment of all expenses and specific bequests to other beneficiaries have been made. 

Sample language: 
I give, devise and bequeath to Humanity & Inclusion, located in Silver Spring, Maryland, all [or state a percentage] of the rest and residue of my estate to be used for its general purposes [or for a particular
program or purpose].

FreeWill

We have partnered with FreeWill to make it easier than ever to create your legal will and legacy gift online. You can support Humanity & Inclusion’s mission for years to come in less than 20 minutes, entirely for free! Get started today.

Already have a legacy and an up-to-date will? The only thing left to do is fill out this online form to inform us of your gift. We would love to thank you!

Qualified Charitable Distribution (QCDs)

A qualified charitable distribution (QCD) is for donors aged 70 1/2 and older to decrease their taxable income by donating directly from their IRA. You can avoid taxes on gifts up to $100,000 and it may satisfy your required minimum distribution for the year. 

How it works:

  1. Contact your IRA plan administrator to make a gift from your IRA to Humanity & Inclusion
  2. Your IRA funds will be directly transferred to Humanity & Inclusion to help continue our important work
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction
  4. Please contact us if you wish for your gift to be used for a specific purpose

Stock Donation

If you’re looking for a tax-smart way to leave your legacy, consider a gift of stock. When you give appreciated stock that you’ve owned for more than one year, you can avoid capital gains tax and receive a charitable income tax deduction when you itemize.

Contact us

Simply contact Mica Bevington, U.S. Director of Communications and Development, at (240)450-3531 or [email protected]

Humanity & Inclusion
8757 Georgia Ave
Suite 420
Silver Spring, MD 20901

EIN/tax ID number: 55-0914744

All inquiries are welcome and held in the strictest confidence. You are never obligated to make a gift. This information is not and should not be construed as legal advice. State laws vary. Consult an attorney when preparing your estate and other long-term planning documents. 

If you're considering making a gift by other means, visit our Ways to Give page.