A planned gift can help you meet your charitable and financial goals while also supporting the fight for a cure for Alpha-1.
Please note that planned gifts should be carefully considered in relation to your comprehensive financial and estate plans. It is strongly recommended you consult your financial adviser and an attorney in the preparation of your last will and testament or another type of planned gift, and supervise its execution to comply with your state requirements.
The Alpha-1 Foundation provides several options for planned giving:
Bequests
One of the easiest ways to make a gift to the Alpha-1 Foundation is through a bequest in your last will and testament. Bequests may be an option for people who are unable to make an immediate gift but would like to support the Alpha-1 Foundation in the future.
A bequest can be stated as follows:
“I bequeath to the Alpha One Foundation, Inc., located at 3300 Ponce de Leon Blvd. Coral Gables, FL 33134, (federal taxpayer identification number is: 65-0585415) the sum of $____________ or __________% of my residuary estate (or an accurate description of securities) as an unrestricted bequest to be used for the organization’s stated mission to find a cure for Alpha-1 Antitrypsin Deficiency and to improve the lives of people affected by Alpha-1 worldwide.”
Make Your Bequest Online Today
We’ve partnered with FreeWill to provide an online estate-planning tool that makes planned giving easier than ever. In 20 minutes or less, you can write your free will and include the necessary language to support Alpha-1 with a bequest. Get started
Gifts of Insurance
For insurance to qualify as a gift, the ownership of whole life, endowment, or certain universal life insurance policies must be transferred to the Alpha-1 Foundation, with the Foundation also named as the irrevocable beneficiary of the policy.
For additional information or to discuss planned gifts to the Foundation, please contact Angela McBride at amcbride@alpha1.org or call 1-877-228-7321, ext. 233
