Planned Giving

Planned Giving is an intentional and generous way to ensure that our neighbors in need continue to receive access to whole-person healthcare.  By naming the Arlington Free Clinic in your estate plans including your will, trust, beneficiary designations, and other charitable vehicles, you create a legacy that extends beyond your lifetime leaving a lasting legacy.

Learn more about the different giving strategies Arlington Free Clinic accepts at the subpages below.

For questions and additional information, please contact Alicia Nieves, Director of Development & Communications, at anieves@arlingtonfreeclinic.org or 571-569-3569. If you have decided to include Arlington Free Clinic in your estate plans, we’d like to know! Please fill out this notification form here and mail or email back to us.

AFC does not provide legal or tax advice. Please seek counsel from a financial advisor, accountant, or attorney.

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). The proceeds of my bequest are to be used as follows: (description of specific program/purpose, if any, or to be used for Arlington Free Clinic’s general purposes or as decided by its board of directors).”  

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.

A donor-advised fund (DAF) is a special philanthropic account established at a financial institution, community foundation, or public charity to recommend grants to your favorite organizations, like Arlington Free Clinic. This strategy allows you to plan your charitable intentions while retaining the flexibility to change or update them during your lifetime, without having to update your estate planning documents. Below is some information you may need when recommending a grant from your donor-advised fund to AFC:

  • Legal Name: Arlington Free Clinic 
  • Tax Identification Number 54-1671883 
  • Office Location: 2921 11th Street South, Arlington, VA 22204 

Once you recommend a grant to AFC, please notify Alicia Nieves at anieves@arlingtonfreeclinic.org or 703-979-1425, ext. 121 to provide the fund name, amount of your grant, and any other pertinent details.   

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.

Arlington Free Clinic is very grateful to those who choose to remember us in their wills or trusts, including those below:

Anne Hamilton - 200x200

Anne V. Hamilton

Anne spent her entire adult life in Arlington and was always involved in her local community and civic affairs. We would’ve loved the opportunity to meet Anne, who made such a generous bequest to AFC – but instead had the privilege of learning about her through the words of her friends.

Learn more about Anne and her incredible generosity here.

 

Mark & Rozanne Silverwood

When Mark joined the Board of Directors in the mid-2000s, he initially questioned his role as a businessperson amongst a slate of medical professionals. However, he quickly found his niche in utilizing his business acumen to aid the Clinic’s growth. 

As Mark’s board service approached its end, he and his wife, Rozanne, took proactive steps to ensure their continued support for the Clinic’s future. Through careful estate arrangements, they solidified a transformational gift by designating AFC as a beneficiary in their plans, recognizing the Clinic’s vital role in the community and their desire to see its impact endure.

Learn more about the Silverwood’s gift here.

Contact AFC’s Development Department
For more information, please contact Alicia Nieves, AFC Director of Development, at anieves@arlingtonfreeclinic.org or 571-569-3569. Thank you for supporting Arlington Free Clinic!

AFC Donor Bill of Rights

AFC is a 501(c)(3) nonprofit organization | EIN #54-1671883
United Way #8247 | Combined Federal Campaign (CFC) #86926