Planned Giving Presentation - American Foundation for Suicide

Planned Giving
AFSP’s Lifesaver’s Society
Our Lifesavers Society allows you to leave AFSP a planned
gift. Planned giving ensures that your donation goes to
something meaningful to you: continuing AFSP's work to
prevent suicide.
A planned gift balances your desire to support AFSP with
your overall financial, tax, and estate planning goals.
Planned giving may also allow you to make a larger gift than
you ever thought was possible.
Planned Giving Options
Make an unrestricted bequest
Donate your life insurance proceeds
Gift securities held in your name
Donate proceeds from a retirement plan
Create a Charitable Lead Trust
Create a Charitable Remainder Trust
Gift title to real estate you own
Customized Option
Unrestricted Bequest
The simplest way to remember AFSP is through an
unrestricted bequest. Suggested wording:
"I give (_______ dollars) (a specific asset) or
(___percent of the rest, residue, and remainder of my
estate) to the American Foundation for Suicide
Prevention, the charitable, tax-exempt organization
located at 120 Wall Street, New York, NY, for its general
purposes."
Life Insurance Proceeds
AFSP can be the primary contingent beneficiary of
a life insurance plan.
Naming AFSP as the sole owner and beneficiary
of a paid in full life insurance policy may create an
immediate charitable income tax donation. You
can also change the designation of the charitable
beneficiary if you or your family’s circumstances
change.
Gifts of Securities
Gifts of appreciate stocks, bonds or mutual funds
held for more than one year receive a charitable
income tax deduction equal to the fair market
value of the property on the date of donation. This
offers an important tax advantage as the property
escapes the capital gains taxes.
AFSP has an easy and established process for
this type of donation
Charitable Lead Trust
Make annual payments to AFSP for your lifetime or for a
specified term of years.
At the end of the term, the remaining assets of the trust
return to the donor or are distributed to designated family
members of the donor.
The annual payment to AFSP may be structured as a
fixed annuity payment or as a unitrust payment.
Charitable Lead Trusts may be structured to provide the
donor with an immediate income tax deduction or an
estate/ gift tax deduction.
Charitable Remainder Trust
A donation is made to AFSP and a trust is set up
The trust is designed to make annual payments to the
donor or the donor’s family members for life or a
specified number of years.
At the end of the term, the remaining assets of the trust
are disturbed to AFSP. payment.
A Charitable Remainder Trust donor receives an
immediate income tax deduction equal to the value of
the remainder interest passing to AFSP.
Donation of Real Estate
You receive an income tax deduction equal to the
appraised fair market value of the property, with no
capital gains tax due on the transfer to us.
You remove a large taxable asset from your estate.
You can take advantage of a variety of gift formats
available for a donation of real estate, each offering
unique planning benefits.
For all gifts of real estate worth more than $5,000, fair
market value will be determined by an independent
appraisal that you will obtain.
Donation of Retirement
Plan
You can name AFSP the successor beneficiary of all or a portion of
your IRA, 401(k), or other retirement accounts.
Reasons you may want to consider this type of donation:
Distributions from retirement accounts to surviving family members
can be subject to both income and estate tax. Directing the balance
of a retirement plan to charity removes the most-taxed asset from
your estate, freeing up other, more favorably taxed assets to give to
family and heirs.
You have the reassurance that you can continue to take withdrawals
from your plan during lifetime, and that you can change the
designation of the charitable beneficiary if you or your family’s
circumstances change.
Customized Planned Giving
AFSP understands that no two donors are the
same.
We have the flexibility and capacity to
customize any type of planned gift you would
like to make that works for you and your family.
What better way to thank the people or
organizations that have had an impact on
your life or that carry out a mission you
wholeheartedly support, than to make a
contribution from your estate?
For more information on planned giving, contact your
local Chapter or AFSP’s Director of Individual Giving:
Laura Collins
212-363-3500 x2020
Lcollins@afsp.org