If you want to build charitable giving into your estate plan, ACT can help you realize your goals, achieve tax advantages, and create a lasting legacy. This kind of philanthropy is easily accessible and will have a major, lasting impact on the long-term financial sustainability of Alexandria’s nonprofits.
Legacy Giving Campaign
We are engaging nonprofits leaders, community stakeholders and professional advisors to learn more about the level of awareness, attitudes and needs related to legacy planning and the planned giving strategies that can bring legacy plans to life.
The goal of the survey and the Legacy Campaign project is two-fold:
- To help local nonprofit organizations build a secure financial future with strong community support.
- To help Alexandrians think about their philanthropic legacy and where they want to leave the biggest impact and to provide them the tools to do just that.
Take the Nonprofit organization survey
Take the Community member survey
Take the Professional advisor survey
ACT offers many options for planned gifts. Some of these vehicles allow you to make charitable contributions while preserving economic security for yourself and your loved ones. Giving options vary, depending on whether you want to give now or in the future. These can include:
DONOR ADVISED FUNDS
A charitable bequest to ACT for Alexandria enables you to make recommendations on using your assets during your lifetime and support the community you love after your death. A charitable bequest can be a specific dollar amount, a percentage of an estate, or the remainder of the estate after other bequests are made. See our Sample Bequest Language.
Individual Retirement Accounts (IRAs) or other qualified retirement plans are often one of the best types of assets to leave to charity because they are taxed so heavily when left to heirs. When you leave your retirement plan assets to our community foundation, 100 percent of the gift will be available to support your charitable interests.