SAN
Estate
Planning

Include Spokane AIDS Network in Your Estate Plan

 

Spokane AIDS Network supports and empowers all people living with or affected by HIV, reduces stigma, and provides support to the LGBTQ+ community and beyond.  If you would like to invest in the continued fight against HIV or support the expansion of inclusive and affirming services, you can include Spokane AIDS Network in your estate plan. 

 

Bequests

 

The easiest way to include Spokane AIDS Network in your estate plan would be through a bequest. You can designate a specific gift or a percentage of the remainder of your estate to Spokane AIDS Network in your will. 

 

If you do not have a will, you should seek legal counsel to assist you. If you already have a will, your attorney can assist in amending the will or adding a codicil to make the gift. Your attorney is likely to ask for the formal name of the organization and to determine the tax-deductibility of gifts to the organization. Here is some sample language you can provide the attorney:

 

I give to Spokane AIDS Network, a Washington nonprofit corporation (Tax ID #91-1380583) recognized as exempt from tax under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended, with its office located at 1121 S Perry Street, Spokane, Washington, [all (or ___%) of my residuary estate} or {the sum of $______} to be used for its general purposes.

 

Beneficiary Designation

 

You can also make a gift to Spokane AIDS Network by designating Spokane AIDS Network as a beneficiary on your retirement plan such as a 401(k), 403(b), or IRA. The designation can be for any percentage of your account. You usually fill this out when you are hired. You can change the designation either by contacting your company’s human resource department or by contacting the plan administrator directly.

If you have any questions, do not hesitate to contact Grant Ogren, Executive Director at director@san-nw.org or 509-844-1758.

 

Trusts, Donor Advised Funds, Charitable Gift Annuities and Other Estate Planning Vehicles

 

If you are interested in other planned giving vehicles, we can partner with a foundation of your choice to create the legacy you want. Please include us in that conversation. We want to assist to make sure your ultimate gift is done properly.

 

Already Included Spokane AIDS Network in Your Estate Plan?

 

If you have already included Spokane AIDS Network in your estate plan, we would like to know so that we can plan for our future and appropriately recognize you as a member of our Legacy Society.

 

Questions?

If you have any questions, do not hesitate to contact Grant Ogren, Executive Director at director@san-nw.org or 509-844-1758.