Gifts that cost you nothing now - Plan International USA

Gifts that cost you nothing now

Gifts in a will or by beneficiary designation are two easy ways to transform the lives of girls for years to come — and they don’t cost anything now.

Please let us know if you’ve included a gift for Plan International USA in your will or through a beneficiary designation. Providing us with documentation is the best way to ensure that your gift is used in the way you intend.

Gifts in a will

Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for Plan International USA. Once you have provided for your loved ones, we hope you will consider making gender quality and children’s rights part of your life story through a legacy gift.

(click infographic to enlarge)

A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:

R

LASTING IMPACT

Your gift will create your legacy of girl empowerment.

R

FLEXIBLE

You can alter your gift or change your mind at any time and for any reason.

R

NO COST

Costs you nothing now to give in this way.

Four simple, “no-cost-now” ways to give in your will

General gift

A general bequest is a gift of a specific amount.

Residuary gift

A residuary gift is a gift of all or a percentage of the remainder of your estate after general and specific bequests and expenses have been paid.

Specific gift

A specific gift is a gift of a particular piece of property. For example, real estate, funds in a bank account or shares of a corporation.

Contingent gift

A contingent gift takes effect only if the primary beneficiary or beneficiaries do not live longer than you. In other words, your gift is contingent upon whether or not they survive after you.

You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) as a residuary gift to Plan International USA contingent upon the survival of your spouse.

Gifts by beneficiary designation

It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in putting an end to gender inequality — and it costs you nothing now.

By naming Plan International USA as a beneficiary of these assets, you can power our mission for years to come and establish your personal legacy of a more equal world.

(click infographic to enlarge)

Potential benefits of gifts by beneficiary designation:

R

Reduce or eliminate taxes

R

Reduce or avoid probate fees

R

No cost to you now to give

R

Create your legacy with Plan International USA

Types of gifts

Retirement plan assets

You can simply name Plan International USA as a beneficiary of your retirement plan to advance girls’ rights.

Life insurance policies

You can name Plan International USA as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, Plan International USA will receive the proceeds of your policy after your lifetime. You can change your beneficiary at any time and may reduce your estate taxes.

Bank or brokerage accounts

This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name Plan International USA (Tax ID: 13-5661832) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward children’s rights for generations to come.

Funds remaining in your donor-advised fund

What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name Plan International USA as a “successor” of your account or a portion of your account value, you enable girls to receive a life-changing education.

How to update a beneficiary designation:

Simply contact your bank, retirement plan administrator, insurance company, or other financial institution to request a beneficiary designation form. You may also be able to log in to your account and update your beneficiaries online.

k

Please use our legal name: Plan International USA

h

Include our tax identification number: 13-5661832

N

Please let us know so we can ensure that your wishes are carried out.

Complimentary gift planning resources are just a click away!