Planned Giving

What is Planned Giving?

Planned Giving is the process of making a significant charitable gift during a donor’s life or at death that is part of their financial or estate plan. We’ve created our Legacy Brochure to help you with this important decision.

If you have made plans to leave a gift in your will please notify us of your intention using the Planned Giving Intention Form. You can also use this form if you have any questions regarding Planned Giving.

Planned Giving Options

By making a gift of stock, you not only help us achieve our vision of lasting health change in Africa, but you can also receive the following benefits:

  • Avoid capital gains taxes
  • Deduct the fair market value of your transferred stocks from your income

These benefits effectively decrease the cost to you. Shares of stock may be delivered via electronic transfer or mail delivery. For more information or to make a gift of stock, please consult your financial advisor/attorney and contact:

Agnes Mestrich, Director of Finance
212-768-2440 (ext. 114)
[email protected]

In order for us to identify your generous gift and issue a tax receipt, please be sure to inform us.  Privacy laws discourage brokerage firms from releasing the names of clients, so, if you don’t let us know, we will have trouble crediting and thanking you for your generous gift. Please provide the following information with your gift of stock:

  • Name of securities & number of shares
  • Brokerage house / accounting firm and contact name
  • Your address, phone number and email address

The simplest method of planned giving is to leave a bequest in your will. A bequest is a written intention that a certain amount of money or property will be given to Amref Health Africa at your passing. Bequests are not subject to estate tax, so 100% of the gift will go towards our work.

The official legal bequest language is: “I, [name], of [city, state, zip], give, devise and bequeath to Amref Health Africa, 75 Broad Street, Suite 703, New York, NY 10004 [written amount or percentage of the estate or description of property] for its unrestricted use and purpose.” Our federal tax EIN is 13-1867411.

Please contact your lawyer or life plan consultant for more information on bequests, or contact us below, we are happy to help:

Agnes Mestrich, Director of Finance
212-768-2440 (ext. 114)
[email protected]

As a tax-exempt organization, Amref Health Africa can benefit from 100% of a gift, unlike a non-charitable organization beneficiary who would be responsible for estate and income tax on your IRA. To guarantee your savings go the furthest, designate Amref Health Africa as your retirement benefits beneficiary today.

To make Amref Health Africa a beneficiary of your life insurance proceeds upon your passing, simply ask your life insurance agent for a change of beneficiary designation form. As with a direct bequest, Amref Health Africa can be a beneficiary of a specific amount, a percentage or remainder of shares after other beneficiaries in both cases.

Planned Giving Intention Form

If you plan on leaving a gift to Amref Health Africa in your will, please fill out this form to notify us of your intention.

You can help us continue to support girls like Saloni

 

With a planned gift, together we can support more girls at risk to FGM and child marriage with scholarships to complete their education. Saloni is just one of hundreds of girls we’ve been able to support so far:

“I’m happy to be here in school My favorite subject is biology. One day, I hope to go to University and become a doctor.”

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