Americans for Prosperity

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As a proud American, you have experienced the blessings of liberty. You have enjoyed the freedom and opportunity America offers everyone to earn success and care for the ones they love. But those American freedoms are always one generation away from being lost forever. By making a legacy gift to Americans for Prosperity, you can ensure a lasting citizen-powered movement dedicated to motivating and empowering people to hold their government accountable to our founding principles of limited government, personal responsibility, and freedom.

Your legacy will ensure all people can improve their lives and their communities for generations to come.

If you wish to discuss a Planned Gift, contact:

Mark McConnell, CFP^®, CPWA^®
Vice President, Gift Planning
Phone: 571-458-0671

Katie Garvey
Director, Gift Planning
Phone: 703-215-5199

Stephanie Conway
Senior Associate, Gift Planning
Phone (571) 407-1849

I have already included Americans for Prosperity in my estate plans. What now?

We are honored by your commitment and would appreciate the opportunity to recognize and express our gratitude for your gift. Please complete our non-binding letter of intent so you can elect to be recognized with other generous supporters in the legacy society and ensure that your intent will be honored.

Might my contribution qualify for an income tax deduction (like gifts to Americans for Prosperity Foundation)?

Americans for Prosperity is a 501(c)(4) entity, as determined by the Internal Revenue Service. Contributions or gifts to Americans for Prosperity are not deductible as charitable contributions for federal income tax purposes. As a social welfare organization, Americans for Prosperity may advocate for and against specific legislation at the state and federal levels. If you are interested in a tax deductible giving strategy, please consider our sister organization, Americans for Prosperity Foundation.

Planning Options

Charitable Gifts from Your Will or Trust

Also known as bequests, charitable gifts from your estate are a favored method of giving that enables you to both achieve your financial goals and benefit Americans for Prosperity. No other planned gift is as simple to make or as easy to change should you ever need the assets during your lifetime – providing flexibility should circumstances change, continued access to your wealth, and peace of mind amid volatile investment environments.

Large or small, your bequest will make an important contribution to our long-term strength and our ability to carry on with our activities.

A charitable gift in your estate plan can be defined in various ways:

• A gift of a particular amount of money. For example, you give $25,000.
• A gift of a specific item or items. For example, you give 1,000 shares of ABC Corporation.
• A gift that will be made only if one or more conditions are met. For example, you give $25,000 provided (1) we still offer a particular program or service and (2) your spouse does not survive you.
  A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid. For example, you give 25% of the remainder of your estate. Often called a “residuary bequest”

It is very important that your bequest be accurately and clearly described in your estate plan so that we can carry out your wishes as you intended. We are pleased to consult with you regarding the terms of your bequest to make sure that we will be able to carry out your intentions. In order to avoid any possible question that your bequest is to our organization, be sure to include our full legal name and our federal tax identification number in your bequest (see language below).

The following is intended to help you and your attorney in drafting a bequest that satisfies your interests. As you consult your attorney on the selection of appropriate wording to reflect your own goals and intentions regarding Americans for Prosperity, be sure our organization’s correct legal name appears in all final documents as:

“Americans for Prosperity, a District of Columbia nonprofit corporation, or its successor, Federal Tax Identification Number: 75-3148958.”

A General Bequest of a stated sum of money may be worded: “I give to Americans for Prosperity, a District of Columbia nonprofit corporation, or its successor, Federal Tax Identification Number 75-3148958 .”

A Specific Bequest of a certain asset from your estate may be worded: “I give to Americans for Prosperity, a District of Columbia nonprofit corporation, or its successor, Federal Tax Identification Number 75-3148958, .”

A Residuary Bequest, after other bequests and expenses have been paid, may be worded: “I give to Americans for Prosperity, a District of Columbia nonprofit corporation, or its successor, Federal Tax Identification Number 75-3148958, all [or a portion] of the rest, residue and remainder of my estate.”

Beneficiary Designations

The beneficiary designation—Easy for you. Favorable for your heirs.

Using a beneficiary designation to make a gift to Americans for Prosperity is easy, and can potentially result in more of your assets going to your heirs. As with other Americans for Prosperity loyal supporters, the uncertainty of how much you may need in retirement might make you reluctant to part with assets now that you may need later. It’s understandable. Here is “why” and “how” using a beneficiary designation may work for you, your loved ones, and for Americans for Prosperity.

Your beneficiary designations control who gets the following assets of yours:

• Retirement Accounts — IRA, 401(k), 403(b), Keogh
• Life Insurance Policy
• Bank accounts – Checking, Savings, CDs
• Investment Brokerage Accounts
• Commercial Annuity Contracts

Retirement Accounts —All you need to do is request (and complete) a new beneficiary designation form from your plan administrator. There is no need to modify your will or living trust.

Life Insurance Policy —Complete and return to the insurance company a form designating that Americans for Prosperity receives all or a portion of the death benefit associated with your life insurance policy. As an alternative to naming Americans for Prosperity as the beneficiary, you can transfer ownership of the policy.

Commercial Annuity Contracts — A commercial annuity will sometimes have a remaining value at the end of the annuitant’s lifetime. You can name Americans for Prosperity to receive all or part of this amount by designating it as a beneficiary (sole or partial) on the appropriate form from the insurance company.

Bank or Investment Accounts — You can instruct your bank to pay Americans for Prosperity all or a portion of what remains in a checking or savings account. Your bank can provide you with the appropriate beneficiary designation form or “Transfer on Death T.O.D.” form.

Gifts of Appreciated Securities (Stocks, Bonds, & Mutual Funds)

A gift of publicly-traded securities could be right for you if:

• You own publicly-traded securities that you have owned for at least one year.
• Some of these securities have increased in value since you bought them.
• Some of these securities may provide you with little or no income.

How It Works

You transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to AFP. The most common ways to give publicly-traded securities are to make an outright gift of your securities.

For stock contributions, use the following information:

Brokerage Firm: BB&T Investment Services
Account Name: Americans for Prosperity
Account Number: 3378-2138
DTC #: 0702

For gifts of alternate securities, including mutual funds, please contact us for more information.

Visit our sister website Americans for Prosperity Foundation

This information does not constitute legal or tax planning advice. Please consult with your attorney or accountant before making any decisions regarding your estate plans.