Americans for Prosperity

Select StateAlabamaAlaskaArizonaArkansasCaliforniaColoradoFloridaGeorgiaIllinoisIndianaIowaKansasKentuckyLouisianaMaineMichiganMinnesotaMississippiMissouriMontanaNationalNebraskaNevadaNew HampshireNew JerseyNew MexicoNorth CarolinaNorth DakotaOhioOklahomaPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaWashingtonWest VirginiaWisconsinWyoming

Alabama Alaska Arizona Arkansas California Colorado Florida Georgia Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Michigan Minnesota Mississippi Missouri Montana National Nebraska Nevada New Hampshire New Jersey New Mexico North Carolina North Dakota Ohio Oklahoma Pennsylvania South Carolina South Dakota Tennessee Texas Utah Virginia Washington West Virginia Wisconsin Wyoming

As a proud American, you have experienced the blessings of liberty. You have achieved extraordinary success and been able to care for the ones you love in this land of freedom and opportunity. But these American freedoms are always one generation away from being lost forever. By making a legacy gift to Americans for Prosperity, you can help safeguard a lasting citizen-powered movement to ensure all people have the opportunity to improve their lives and their communities for generations to come.

Ways to Give

You can give to Americans for Prosperity in the following ways:

• Cash
• Appreciated Assets (Public and Private Stocks, Bonds, Real Estate, etc.)
• Bequests & Estate Gifts
• Beneficiary Designations

Please note that Americans for Prosperity is recognized by the Internal Revenue Service as a tax-exempt organization under Section 501(c)(4) of the Internal Revenue Code. Donations to Americans for Prosperity are not deductible for federal or state 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 wish to discuss these or other creative gifting strategies, contact:

Stephanie Conway
Senior Associate, Gift Planning
Phone: (571) 407-1849
Email: SConway@afphq.org

Gifts of Cash

You can gift cash to Americans for Prosperity via check, Wire or ACH using the following instructions.

Check:
Make check payable and mail to: Americans for Prosperity Donation Account P.O. Box 45912, Baltimore, MD 21297-5912

Wire and ACH Transfer:
Truist Account Number: 0000257951650 | Account Name: Americans for Prosperity | Routing Number: 051404260 | EIN: 75-3148958

Gifts of Appreciated Assets

If you gift appreciated assets (assets held for at least one year), you generally don’t have to pay capital gains taxes on those assets. Please consult your tax advisor to confirm that you have not reached your AGI limitations. You can gift publicly held securities using the following DTC instructions.

Stock Contribution:
Brokerage: Truist Investment Services, Inc. | Account Name: Americans for Prosperity | Account Number: WA8-056222 | DTC#: 0226

If you wish to gift real estate, privately held shares, or other types of assets, please contact us for more information.

Bequests and Estate Gifts

Bequests and estate gifts may enable you to achieve your financial goals while supporting Americans for Prosperity. Large or small, your bequest will make an impact and help preserve the American Dream for future generations. We suggest you consult your estate advisor about potential financial benefits.

There are several ways you can include Americans for Prosperity in your estate plans. You can gift:

1. A fixed amount of your estate
   Example: $25,000
2. A percentage of your estate
   Example: A residuary bequest of 25% of the remainder of your estate once other bequests, debts, and taxes have been paid
3. An asset in your estate
   Example: Your home or 1,000 shares of ABC Corporation stock
4. A conditional or contingent gift from your estate
   Example: You will give $25,000 provided (1) we still offer a particular program or service and (2) your spouse does not survive you

Bequest Language

It is important that your bequest is accurately and clearly described in your estate plan so that we can carry out your wishes as intended.

If you are interested in including Americans for Prosperity in your estate, please be sure to include our full legal name and our federal tax identification number in your bequest (see language below).

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

This language can be modified to fit the structure of your estate gift.

Example for a specific bequest: “I give $25,000 [or another amount, property, or other asset] to Americans for Prosperity, a District of Columbia nonprofit corporation, or its successor, Federal Tax Identification Number 75-3148958.”

Example for a residuary bequest: “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

Designating Americans for Prosperity as a beneficiary of one or more of your financial accounts is simple and low-cost, and could prove to be favorable to your heirs.

You can designate Americans for Prosperity as a primary or contingent beneficiary to receive all or a specified portion of these assets.

Retirement Account — Simply request and complete a new beneficiary designation form from your plan’s administrator to designate Americans for Prosperity as the beneficiary of your retirement account.

Life Insurance Policy — Simply request and complete a new beneficiary designation form from your insurance company to designate Americans for Prosperity as the beneficiary of the death benefit associated with your policy. Alternatively, you may be able to transfer ownership of the policy to Americans for Prosperity.

Commercial Annuity Contract — A commercial annuity will sometimes have a remaining value at the end of the annuitant’s lifetime. You can name Americans for Prosperity as a beneficiary of these funds on the appropriate form from the insurance company.

Bank or Investment Account — 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.

Already Left AFP in Your Estate Plans?

I have already included Americans for Prosperity in my estate plans. What now?
We are honored by your commitment to Americans for Prosperity and would appreciate the opportunity to express our gratitude for your gift.

1. Please complete our non-binding letter of intent so we can send you our appreciation, welcome you to our Legacy Society, and ensure that your philanthropic wishes will be honored.
2. We would also love to hear the story behind your gift and the chance to write a testimonial to share with you and your family. You can choose to remain anonymous or allow us to share your testimonial with other donor partners for inspiration. Please contact us and we can schedule a call or you can write out a brief testimonial to share with us.

Americans for Prosperity Foundation

If you are interested in a tax-deductible giving strategy, please consider our sister organization, Americans for Prosperity Foundation. To the extent permitted by law, donations to Americans for Prosperity Foundation are generally deductible as charitable contributions for federal and state income tax purposes, but please consult your financial or tax advisor.