Planned Giving

Gifts are made to UPEACE/US out of the belief in the importance and quality of the work it does. However, once the decision to make a contribution is made, it is prudent for the contributor to plan a manner yielding maximum financial and tax benefits. This web page addresses in summary some ways that gifts can be made to enhance these benefits.

Gifts are made to UPEACE/US out of the belief in the importance and quality of the work it does. However, once the decision to make a contribution is made, it is prudent for the contributor to plan a manner yielding maximum financial and tax benefits. This web page addresses in summary some ways that gifts can be made to enhance these benefits.

This web page describes some of the most popular ways to make gifts, and is not intended as an exclusive list. Careful planning can help to identify and select the options most appropriate for you individual needs and circumstances. The UPEACE/US staff can be of assistance in this process, and contributors are always encouraged to consult their tax advisors regarding the most advantageous ways of giving.

Gifts are made to UPEACE/US out of the belief in the importance and quality of the work it does. However, once the decision to make a contribution is made, it is prudent for the contributor to plan a manner yielding maximum financial and tax benefits. This web page addresses in summary some ways that gifts can be made to enhance these benefits. This web page describes some of the most popular ways to make gifts, and is not intended as an exclusive list. Careful planning can help to identify and select the options most appropriate for you individual needs and circumstances. The UPEACE/US staff can be of assistance in this process, and contributors are always encouraged to consult their tax advisors regarding the most advantageous ways of giving.

Bequests
You may include UPEACE/US when preparing your will, or ask your estate planner to add a codicil to an existing will designating UPEACE/US as a charitable beneficiary. You may choose to leave any combination of:

• A specific dollar amount
• A specific percentage, or all, of your residuary estate (the remainder left after bequests to others, debts and expenses are paid)
• Specific items of property such as stocks, bonds, real estate, jewelry or historical artifacts
• A gift in trust that pays a portion of the trust property to individual beneficiaries and a portion to UPEACE/US

The following is suggested language for remembering UPEACE/US in your will/estate planning:
"Upon my death, I give the sum of $__________
[or]the following property __________________
[or] _____% of my estate
[or] the residue of my estate
to UPEACE/US (Tax ID ), located in Washington D.C., for its general uses and purposes."

Here is suggested language to use in your trust:
"Upon the trustor's (alternatively: settlor's) death, the trustee shall distribute the sum of $_______ to UPEACE/US (Tax ID ), located in Washington D.C., for its general uses and purposes."

Life Insurance Gift:
You may transfer ownership of a life insurance policy to UPEACE/US or designate UPEACE/US as the beneficiary of the insurance policy. You will be entitled to an income tax charitable deduction in the year of your gift. You can also purchase a new policy to benefit UPEACE/US.

Retirement Plan Gift:
The principal advantage of donating retirement plan assets to UPEACE/US is that you avoid all income and estate taxes. If you leave these assets to a non-spousal individual beneficiary, they would be subject to extremely high estate tax and income taxes. You may instruct the institution that handles your retirement accounts to designate UPEACE/US as the beneficiary of your IRA or pension plan. Retirement plans may also be used to fund charitable remainder trusts.

Charitable Remainder Trust:
Transfer assets to a trustee and each year you and/or someone you have designated will receive income from the trust. The trust may last either for a term of years or for life. The trust allows you to receive an income tax deduction now, arrange for tax-free growth of retirement assets, and receive a retirement income from the trust when you retire. When the trust ends, the remaining trust assets will pass to UPEACE/US.

For additional information about any of these planned giving opportunities, please contact Rebecca Harned, Director of Operations, at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 202-683-4081.