Planned giving allows you to meet your needs and the needs of your family while securing Accion’s future and that of the millions of microentrepreneurs we serve. A planned gift takes into consideration your financial, tax and/or estate plans and allows you to think about ways to support us during your lifetime or as part of your legacy.
“My primary financial planning objectives have centered on my family, but I also feel strongly about supporting several nonprofit organizations that do great work. Accion is foremost among them. So, it was a logical extension of my personal planning to supplement my ongoing giving to Accion with a planned gift after I am gone.”
- Rick Miller
Recife Society Member since 2006
We are grateful to our loyal supporters who have honored us with a planned gift and we recognize them as members of the Recife Society.
There are several different types of planned gifts (often referred to as 'legacy gifts') that can be made with cash, appreciated securities, real estate, personal property, life insurance, retirement plan assets or other assets. There are also other charitable giving strategies that can provide you with tax, estate, and financial planning advantages as well as benefits to Accion:
Bequests and Legacy Gifts: A bequest is a gift from your estate – a transfer of cash, securities or other property. You can make a bequest to Accion by including language in your will or living trust, leaving a portion of your estate to Accion or designating Accion as a beneficiary of your retirement account or life insurance policy. Please review the details on bequests and sample bequest language (PDF) for more information.
Donor Advised Funds
Gifts of Retirement Plan Assets
Gifts of Life Insurance
The examples and information on this page are for illustrative and educational purposes only and should not be considered tax or legal advice. Please consult with your tax or legal advisor before proceeding with your estate or gift planning.