Planned Giving
By naming Arlington Free Clinic in your estate plans—your will, trust, beneficiary designations, or other means—you create a legacy of sustaining accessible care in our community that extends beyond your lifetime.
Planned Giving is a generous and intentional way to ensure that our neighbors in need continue to receive access to whole-person healthcare.
Learn more about the different giving vehicles that Arlington Free Clinic accepts:
AFC does not provide legal or tax advice. Please seek counsel from a financial advisor, accountant, or attorney.
Charitable Bequests
Bequests are a great way to leave a lasting legacy by including language in your will or trust designating a gift to be made to family, friends, or your favorite charity, like Arlington Free Clinic, as part of your estate plans. Consult an estate-planning attorney to discuss the details of your intent.
Ways you can leave a bequest to Arlington Free Clinic include:
- Include a bequest to Arlington Free Clinic in your will
- Include a bequest to Arlington Free Clinic in your revocable trust
A bequest can be made in several ways:
- Percentage bequest – make a gift as a percentage of your estate
- Specific bequest – make a gift of a specific amount or specific asset
- Residual bequest – make a gift from the balance or residue of your estate
Sample language for use in a will or living trust:
“I give, devise, bequeath to Arlington Free Clinic, a Virginia non-profit, 2921 11th Street S., Arlington, Virginia 22204, Tax ID 54-1671883, (please state here specific real or personal property, dollar amount, percentage of estate, or part or all of remainder of the estate).
Beneficiary Designations
Donating part or all your unused retirement assets, such as your IRA, 401(k), 403(b), pension, or other tax-deferred plan through a beneficiary designation is an easy way to leave assets to your favorite organizations, like Arlington Free Clinic, without having to change or update your existing estate planning documents. This strategy allows you to continue using your account as long as you need it while receiving potential tax savings and leaving a legacy that ensures support for the causes you care about!
Please note that beneficiary designations will supersede any directions provided within your will or trust regarding assets, such as retirement plans, annuities, life insurance policies, and pensions. Please be sure to consult with your financial advisor or attorney to confirm your intent.
Ask your account custodian for a beneficiary form today.
Charitable Remainder Trust & Charitable Lead Trust
Created during your lifetime, a Charitable Remainder Trust (CRT) or Charitable Lead Trust (CLT) can provide a current year tax deduction while also creating a legacy beyond your lifetime. A CRT can provide a lifetime income to you and potential other beneficiaries and then a “remainder” benefit to Arlington Free Clinic. A CLT creates an income to Arlington Free Clinic during your lifetime and then the remainder can be passed to a family member or loved one. Created upon passing, these types of trusts can create a charitable deduction for an estate if there is a concern about estate taxes. Consult with your financial advisor, accountant, or estate planning attorney to determine the strategy that will be most appropriate for you.
Donor Resources
AFC does not provide legal or tax advice. Please seek counsel from a financial advisor, accountant, or attorney.
