Special Donation Items

THANK YOU! For considering NumbersUSA in your charitable giving plans!

NumbersUSA thanks you for the honor of being included in your long-term financial plans. Please note that some life income gift types can be given only to NERF, a 501c 3 tax-deductible fund. However, bequests and insurance plans are examples of common gift types that can be made to the ACTION fund, a 501c4 non-tax-deductible fund, and we prefer they be given there.

Planned giving is exactly that, a plan for how to manage financial assets to care for yourself, your loved ones and perhaps also your preferred charities.

Charting a course for planned giving should first and foremost involve a trusted financial advisor and tax attorney. Below we have provided some guide brochures to assist you in your conversations with your financial consultants.

Feel free to contact Christy Shaw of our office at any time about any questions you may have (see contact info at the bottom).

To help you get started, it is important to remember that having a plan for your financial circumstances can potentially provide you with the following overall benefits when you include NumbersUSA in your estate or life-income arrangements:

  • Increased income
  • Reducing tax liability from:
    • Estate
    • Capital gains
    • Income

Planned gifts are donations of cash, stock and tangible real estate and other assets given as gifts to designated beneficiaries or recipients, either during a donor's lifetime, at death, or both.

Common planned gift types include:

  • Life Income
    • Charitable Gift Annuities
    • Remainder & Lead Trusts
    • Personal/Unitrusts
  • Legacy Gifts
    • Bequests-Gifts by Will
    • Life Insurance
    • Retirement plans & plan remainders
  • Additional Giving Vehicles
    • Donor-Advised funds
    • Private foundations

These tools are also available upon request to assist you in conversations with your financial advisors:

Charted Giving Plans brochure                  2019 Federal Tax Pocket Guide

Personal Planning Guide

Christy Shaw is the Development & Planned Giving Officer for NumbersUSA.
Office: 703.816.8820 ext. 12

Please send requests for additional materials to Christy's attention at:

1400 Crystal Drive, Suite 240
Arlington, VA 22202