Legacy Giving for ACTion
Ensuring your philanthropic vision lives on
WAYS TO GIVE
iACT appreciates the opportunity to ensure your philanthropic vision lives on by empowering refugees and advocates to learn, grow, and lead. With charitable gift planning, you can leave a legacy that will continue to impact refugees for years to come.
Expand iACT’s impact by giving a cash bequest through your will or living trust.
Charity Annuity Trust
Establish a special trust that provides iACT with sustaining donations and helps reduce your estate taxes.
Donate appreciated stocks, bonds, or mutual funds to iACT, and you can receive the full fair market value as a tax deduction and avoid capital gains taxes.
If you hold a life insurance policy that you no longer need, you can change the beneficiary to iACT.
After you turn 70½ years old, the IRS requires you to withdraw taxable “required minimum distributions” (RMD). By distributing your RMD directly to iACT, you can avoid being taxed on this amount.
By naming iACT as the beneficiary of your IRA, pension, or 401(k), you can save income, estate, and generation-skipping transfer taxes.
Real Estate Gifts
Explore giving property outright, saving capital gains taxes, or creating a retained life estate which allows you to maintain use of the property until you no longer need it.
To designate iACT as a beneficiary of a retirement plan, life insurance policy, or other financial account, please use the following information:
i-ACT, Inc (Federal Tax ID 27-0469436), located at 155 Pier Ave, Unit A, Hermosa Beach, CA, 90254
1732 Aviation Blvd, #138
Redondo Beach, CA 90278
A special thanks to Karianne Fenelli Welch, Attorney at Law at Fenelli Law Firm, for her expert advisement.