Through financial planning, you can ensure your financial security in retirement, take care of the needs of your loved ones, and at the same time, designate a planned gift to Community Council for the Homeless at Friendship Place that will make a huge difference to men and women who turn to us for help in the future. If your estate planning includes a planned gift to Friendship Place, please let us know. We would like to honor you in our annual report as a member of our Legacy Circle. Thank you so much for being a caring neighbor! BequestsYou may leave a bequest in your will to Community Council to the Homeless at Friendship Place. Make sure that your attorney/tax advisor/financial advisor is aware of our status as a 501(c)(3) nonprofit. To leave a bequest to Friendship Place, you can use the following language: “I give and bequeath the sum of $_____________ (or, ________% of my residuary estate) to Community Council to the Homeless at Friendship Place, a nonprofit organization incorporated in the District of Columbia, with the business address of 4713 Wisconsin Avenue NW, Washington, DC 20016 (Federal Identification # 52-1925494), or its successor organization.” Retirement PlansYou can name Community Council for the Homeless at Friendship Place as a beneficiary (any percentage you choose) of a life insurance plan or retirement plan (IRA, Sep IRA, Keogh, 401[k], or 403[b]). To do this, simply request a “change-of-beneficiary” form from your plan's administrator. The form may ask for our Federal Identification Number, which is 52-1925494. TrustsCharitable trusts offer a way of supporting Friendship Place while at the same time providing financially for yourself, your family or your heirs. A charitable lead trust would provide payments to Friendship Place during your lifetime; the trust principle would then go to your designated heirs. A charitable remainder trust would provide payments to you or someone you've designated during your lifetime; the trust principle would then go to Friendship Place. Charitable trusts offer substantial tax benefits. A tax attorney or financial planner can advise you on how to set up a trust. Thank you! Thank you for your interest in making a planned gift to Community Council for the Homeless at Friendship Place. The generosity of our concerned and faithful supporters is the foundation of all the work we do. Again, if your estate planning includes a planned gift to Friendship Place, please let us know. We would like to honor you in our annual report as a member of our Legacy Circle. For More Information:Aeren Martinez, the Development Director for Individual Giving, would be happy to answer any questions you may have about how to make a planned gift to Community Council for the Homeless at Friendship Place. Feel free to call, e-mail or write to her: |
