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This document outlines the benefits and processes for making bequest gifts to Americans for Prosperity. It emphasizes the importance of planning for a legacy that supports economic freedom, while providing suggested bequest language and steps for donors to ensure their contributions are properly structured and honored.
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How to fill out legacy giving

01
Research the organization you want to support through legacy giving.
02
Decide on the type of asset you wish to donate, such as cash, securities, or property.
03
Consult with a financial advisor or estate planner to understand the tax implications and benefits.
04
Specify the intended gift in your will or estate plan, detailing the amount or type of asset.
05
Communicate your intentions with the organization to ensure they understand and are prepared for your gift.
06
Review and update your estate documents regularly to reflect any changes in your wishes.

Who needs legacy giving?

01
Individuals looking to leave a lasting impact on a cause they care about.
02
Non-profits and charitable organizations that rely on planned gifts for their programs.
03
Donors who want to support social, educational, or health-related initiatives after their lifetime.
04
People who wish to provide financial support for future generations within their community.
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Legacy giving refers to the practice of making a donation to a nonprofit organization or charity through a will or estate plan, ensuring that the donor's philanthropic intentions are fulfilled after their passing.
Individuals who have made legacy gifts or bequests through their wills or estate plans, as well as the organizations that are beneficiaries of those gifts, may need to report details about those gifts.
To fill out legacy giving, individuals typically need to provide information about the recipient organization, the amount or percentage of the estate allocated to the legacy gift, and any specific conditions attached to the gift in their will or estate documents.
The purpose of legacy giving is to enable individuals to leave a lasting impact on the causes they care about by providing financial support to organizations that align with their values and goals.
Information that typically needs to be reported includes the name of the organization receiving the legacy gift, the amount or value of the gift, and the donor's intent as specified in their estate documents.
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