PLANNED GIVING

Planned Giving Program

 

Your will or living trust is a lasting way to make sure the important work of Us Helping Us continues. By naming Us Helping Us in your will, you will leave a legacy of the values that are important to you and ensure our clients receive the care and services they need. Please consider leaving a legacy of your principles and beliefs by remembering Us Helping Us in your estate plans. There are several options available. If you have any questions, please call us on 202.446.1100. 

 

If you have included Us Helping Us in your estate planning, please let us know so we can recognize your generosity.

 

Provide Support through Your Estate

 

Your will or living trust is a lasting way to make sure the important work of Us Helping Us continues. By naming Us Helping Us in your will, you will leave an eternal legacy of the values that are important to you and ensure our clients continue to receive the care they need for years and/or decades to come.

 

BEQUEST A SPECIFIC AMOUNT: “I give to Us Helping Us, People Into Living, Inc., a not-for-profit corporation in the District of Columbia that is recognized as exempt from tax under Section 501(c)(3) of the Internal Revenue Code, with its principal office located at 3636 Georgia Ave, NW, Washington, DC 20010, the sum of $_________ to be used for its general purposes.” (or for the support of a specific fund or program)

 

OR BEQUEST A PERCENTAGE OF YOUR ESTATE: “_____% of the total value of my estate to be used for its general purposes.” (or for the support of a specific fund or program)

 

OR TAKE CARE OF OTHERS FIRST, DONATE A % OR TOTAL OF THE REMAINDER: “[all or _____%)] of my residuary estate to be used for its general purposes.” (or for the support of a specific fund or program)

 

 

This information is not intended as legal or tax advice. Always consult your legal, tax, or other professional advisors(s) before implementing a planned gift to charity. Us Helping Us, People Into Living Tax ID#: 52-1628279


 


Contingent Gift Language

 

Us Helping Us can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:

If (insert name) is not living at the time of my demise, I give and devise to Us Helping Us, Inc. (Tax ID #52-1628279), located in Washington, DC, the sum of $ _______ (or all or a percentage of the residue of my estate) to be used for its general support. (or for the support of a specific fund or program)

Residual Gift Language

A residual bequest comes to us after your estate expenses and specific bequests are paid:

I give and devise to Us Helping Us, Inc. (Tax ID #52-1628279), located in Washington, DC, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).

 

Retirement Plan Beneficiary Language

You may name Us Helping Us (Tax ID #52-1628279) as a beneficiary of your IRA or other qualified retirement benefits. Donors should consult with their tax advisor regarding the tax benefits of such gifts.

Naming Us Helping Us as the beneficiary of an IRA or qualified retirement plans such as a 401(k), 403(b), Keogh, or profit-sharing pension plan will accomplish a charitable goal while potentially realizing significant tax savings. It can be costly to pass such assets on to heirs because of heavy tax consequences. By naming Us Helping Us, Inc. as a beneficiary of a retirement plan, the donor maintains complete control over the asset while living, but at the donor’s death, the plan passes to support Us Helping Us free of both estate and income taxes.

Making a charitable gift from your retirement plan is easy and should not cost you any attorney fees. Simply request a change-of-beneficiary form from your plan administrator. When you have finished, please return the form to your plan administrator and notify us here at 202.446.1100.