To give from your donor advised fund, recommend that your funds advisor send a donation to the Treasury Historical Association. Our Federal ID # 23-7389186
Following are some of the most popular way to include a charity in your long-range plans…
Gifts through your will or living trust are the simplest and most popular form of planned giving. You may designate a remainder of your estate after gifts to your loved ones have been fulfilled, a percentage of your estate, or a specific amount.
“I hereby, give, devise and bequeath [$Dollars] to Treasury Historical Association, a non-profit organization located at 1500 Pennsylvania Avenue, N.W., Washington DC, with a mailing address of P.O. Box 28118 Washington, DC 20038-8118. Federal Tax ID: 23-7389186, for Treasury Historical Association’s general use and purposes.”
“I hereby, give, devise and bequeath [Percentage of your estate] to Treasury Historical Association, a non-profit organization located at 1500 Pennsylvania Avenue, N.W., Washington DC, with a mailing address of P.O. Box 28118 Washington, DC 20038-8118. Federal Tax ID: 23-7389186, for Treasury Historical Association’s general use and purposes.”
It may be advantageous from a tax perspective to make a bequest from your IRA.
Contact your estate planning advisor to determine if this may be beneficial for your situation.
“I hereby, give, devise and bequeath (Description of Property) to Treasury Historical Association,a non-profit organization located at 1500 Pennsylvania Avenue, N.W., Washington DC, with a mailing address of P.O. Box 28118 Washington, DC 20038-8118. Federal Tax ID: 23-7389186, for Treasury Historical Association’s general use and purposes.”