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Planned Gifts

 

Gifts by Bequest or Trust

Please let us know if you have included ITN in your estate plans.

Naming ITN in your will or trust is one of the simplest and most lasting ways to create or continue your legacy. Your legacy will make a difference in the lives of individuals and families for generations to come.

Your attorney can include a provision in your will or trust that provides for a gift to ITN. This can be done when you make or amend a will or trust, or, in many cases, a codicil for this purpose can be prepared without rewriting your plans. You may designate a portion to a local affiliate of your choice or for specific ITN programs.

The following legal designation should be used: ITNAmerica, a Maine non-profit corporation with offices at One Westbrook Common, Suite 3, Westbrook, ME. 04092 with tax identification number of 20--0960314.

If you would like to designate all or a portion of your bequest to your local ITN affiliate, please contact us for the appropriate tax identification number.

There are different ways to make a bequest gift. You can name us to receive a specific gift, for example "I bequeath the sum of Ten Thousand Dollars ($10,000)", or, you can state a percentage of your estate such as "I bequeath 10% (ten percent) of my estate". You can also name us to receive the residual of your estate after specific gifts are distributed to others and all expenses of the estate are paid.

Gifts of Retirement Assets

Retirement assets are among the most heavily taxed assets after your death. Naming ITN as a beneficiary of all or part of your retirement plan not only supports our work, it can also be tax effective. Since ITN pays no tax on such assets and your heirs will, you may wish to consider leaving other assets to your heirs and to use these assets for your charitable giving.

If you decide to leave retirement assets to ITN, be sure to do so using your plan's beneficiary form rather than your will so the assets will not be included in your estate. You may designate a portion to a local affiliate of your choice or for specific ITN programs.

Please use the following designation on your beneficiary form: ITNAmerica, a Maine non-profit corporation with offices at One Westbrook Common, Suite 3, Westbrook, ME. 04092 with tax identification number of 20—0960314.

Other Beneficiary Designation Gifts, such as Life Insurance

In addition to gifts of retirement plan assets, you can also name ITN as a beneficiary of your life insurance plan or even as a contingent beneficiary in case your primary beneficiary does not survive you. As a nonprofit organization, ITN will not pay taxes on this gift and the full amount will be put to work supporting our programs. Please use the same designation language as above. Thank you for your interest in our work.

Donor Bill of Rights

AFP Donor Bill of Rights and Code of Ethics