Leaving a mark on the world when you and your loved ones transition on
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
Qualified Charitable Distribution (QCDs)
Donor-Advised Funds (DAF)
Have you updated your legacy-planning strategy to include Humanity & Inclusion as a beneficiary?
You can designate Humanity & Inclusion as a beneficiary for:
- Retirement plans: 401(k), 403 (b), IRA
- Life insurance policies
- Donor-advised funds
- Commercial annuities
- Bank accounts
When you're ready, making an organization the beneficiary of your assets is typically straightforward:
- Request and fill out a designated beneficiary form through your employer or your plan administrator. Most banks and financial firms also have beneficiary forms, or they can provide you with suggested language for naming beneficiaries to your accounts.
- 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.
- Once the designated beneficiary forms are in place, the retirement assets will generally pass directly to your beneficiaries (including organizations like Humanity & Inclusion) without issue.
Your investment can help shape programs that sustain deserving communities beyond our respective lifetime.
A simple way to establish your legacy is to designate Humanity & Inclusion as a beneficiary of your will and trust. You can designate a specific dollar amount, a particular asset, such as securities or real estate, or leave a percentage of your estate, or the residual of your estate, after providing for loved ones.
Specific Bequests allow you to designate a percentage of your estate, a dollar amount, or specified assets as a gift to Humanity & Inclusion.
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.
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].
For those of us who wish to explore legacy-planning options but don’t know where to start: Humanity & Inclusion partners with Free Will to promote free will-writing options for those who may find value in such service. Our staff has even used FreeWill to designate Humanity & Inclusion as a beneficiary and you can, too.
It’s easy – visit www.freewill.com to learn more, create an account, and secure your assets for generations to come. 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!
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 contribute up to $100,000 a year, and it may satisfy your required minimum distribution.
How it works:
- Contact your IRA plan administrator to make a gift from your IRA to Humanity & Inclusion
- Your IRA funds will be directly transferred to Humanity & Inclusion to help continue our important work
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction
- Please contact us if you wish for your gift to be used for a specific purpose
Looking for a simple way to get started? Use this free online tool to learn more about how a QCD can support Humanity & Inclusion and your finances, and access the necessary forms for your custodian to complete your gift in 10 minutes or less.
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.
You can initiate a grant recommendation from your donor-advised fund (DAF) directly to Humanity & Inclusion in three easy ways: make a one-time gift, establish an automatic recurring gift, or designate Humanity & Inclusion as a beneficiary of all or a portion of your remaining DAF funds.
Simply contact Mica Bevington, U.S. Director of Communications and Development, at (240)450-3531 or [email protected]
Humanity & Inclusion
8757 Georgia Ave
Silver Spring, MD 20901
EIN/tax ID number: 55-0914744
Your personal financial situation is unique, so we encourage you to talk to your financial or legal advisor before making a gift of bequest or creating a legacy through planned giving.
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.