Planned Giving

A planned gift can benefit you, your loved ones and the fight for a cure for Alpha-1 Antitrypsin Deficiency (Alpha-1) and can be a powerful element of your overall financial strategy.

Anyone, regardless of age or income, can gain from financial and estate planning. Planned giving can enable charitable donations at a level that you might not have thought possible, while maximizing the tax benefits for you and your family. You’ll contribute to finding a cure for Alpha-1 while enhancing your present and future financial security as well as that of your loved ones.

Please note that planned gifts should be carefully considered in relation to your comprehensive financial and estate plans. It is strongly recommended that you consult your financial adviser and an attorney in the preparation of your Will or another type of planned gift and supervise its execution so as to comply with your state requirements.

The Alpha-1 Foundation provides several planned giving options:

Bequests

One of the easiest and most common ways to make a gift to the Alpha-1 Foundation is through a bequest in your Last Will and Testament. Bequests work particularly well for those who are unable to make an outright gift, but would like to aid The Alpha-1 Foundation in the future. A bequest can be simply 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, real estate or other property given) as an unrestricted bequest to be used for the organization’s stated mission of providing leadership and resources that will result in increased research, improved health, worldwide detection and a cure for Alpha-1.”

Ready to get started? 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 here.

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 Foundation with the Foundation also named as the irrevocable beneficiary of the policy.

Retirement Assets

Some assets are not transferred through a will. These include assets in a qualified retirement plan (qualified plans include an IRA, Keogh, 401(K), 403(B), or defined benefit plan) that remain after your lifetime. Often, a retirement plan is a pre-tax asset and, when transferred to a beneficiary, is subject to estate tax as well as income tax. Naming the Alpha-1 Foundation as the beneficiary of your qualified retirement plan may be advantageous and financially judicious. Most often, all that is required is to name the Foundation on the beneficiary line when you sign up for your retirement plan, or to modify your current election by notifying your plan administrator.

Getting started on supporting Alpha-1 through your retirement assets is easier than ever. For those 70.5 or older with a traditional IRA, this free resource makes it simple to support our work in 10 minutes or less. You can find the necessary paperwork for your custodian and complete your gift online or by hand. It also helps to calculate your potential tax savings. Learn more and get started here.

We hope you’ll tell us when you made a planned gift to the Alpha-1 Foundation. We would very much like the opportunity to thank you for your generosity. If you prefer to remain anonymous, your gift will be kept completely confidential. Whichever the case, we will honor your wishes.

Appreciated Stocks & Securities

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.

If you would like to transfer your appreciated assets you can:

• Use our online tool to walk you through the process in less than 5 minutes; or
• Access our transfer information and work directly with your broker to transfer your stocks.

For additional information or to discuss planned gifts to the Foundation, please contact Angela McBride at amcbride@alpha1.org or call (877) 228-7321 ext. 233, or write to us at:

Alpha-1 Foundation
3300 Ponce de Leon Blvd
Miami, FL 33134
Attention: Angela McBride