Question 1

Donor Advised Account

Accepted Answer

You may contribute to A Fund Inc. through your Donor Advised Account. You will need to specify the EIN/Tax ID and A Fund’s address on the form provided by the institution holding the account.

Please let A Fund know your giving plans; we want to thank you.

Question 2

Gifts from your Retirement Account

Accepted Answer

If you are 72 years or older, you may need to take out required minimum distributions (RMDs) from your retirement account each year. You can make a qualified charitable distribution, which allows you to roll over funds from your retirement account directly to a 501(c)(3) organization without paying taxes on the contribution as part of your annual income. The distribution must be made from your retirement account holder to an organization like A Fund Inc. This counts as part of your RMD, but you pay no income tax on the gifted amount. You will need to specify the EIN/Tax ID and A Fund’s address on the form provided by the institution holding your retirement account.

Please let A Fund know your giving plans; we want to thank you.

Question 3

Legacy Gifts

Accepted Answer

You can make a bequest to A Fund Inc. in your will or living trust. Your bequest has no impact on your current cash flow, and you can modify your bequest at any time by a codicil to your will or an amendment to your trust. A bequest is entirely free from federal estate taxes. Your bequest can be a specific amount, a percentage of your estate, or residuals after the sale of properties, securities, etc. Consult your tax advisor or estate planner to better understand the details for your particular situation.

Please let A Fund know your giving plans; we want to thank you.

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Frequently asked questions

Donor Advised Account

Gifts from your Retirement Account

Legacy Gifts