Including ACT for Alexandria in your estate plan is a way to make a significant impact on our community and create a lasting legacy. After ensuring your loved ones have been cared for, you can use a variety of assets to make a planned gift and accomplish your charitable goals.
A charitable bequest to ACT for Alexandria enables you to make recommendations on the use of 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.