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The Quaker perspective guides her work and philanthropy

The Quaker perspective guides her work and philanthropy

Kristin Loken

Kristin Loken first became aware of the American Friends Service Committee in the late 1980s, when she was serving as a foreign service officer with the United States Agency for International Development (USAID) in Jerusalem. She was there during the first Intifada (1987-1993), a largely nonviolent Palestinian uprising against the Israeli occupation.

"We worked with several nongovernmental organizations," she says, "mostly providing humanitarian assistance. AFSC was not allowed to accept any government assistance—they got to do exactly what they thought was right. I appreciated their independence and ability to implement effective programs under especially difficult circumstances."

Kristin had joined the foreign service because she wanted to bring a Quaker perspective to that work. In AFSC, she found a partner who shared those values and could help create opportunities for collaboration and dialogue.

Kristin eventually left Jerusalem to serve in other countries, but she continued to donate to AFSC each year. When she moved to West Virginia, she discovered AFSC working there, as well. "AFSC is famous for helping refugees," Kristin says, "but there is wonderful work in the U.S. as well that is so needed."

After her father and his wife died, Kristin turned to AFSC to set up a charitable gift annuity for her sister.

"I looked at different options, but with the Quakers, I knew I could trust them," Kristin says. "My sister now has an income stream for the rest of her life, I got a good tax deduction, and AFSC got a donation. All in all, a nice win-win solution."

A charitable gift annuity with AFSC is easy to arrange. For guidance, please reach out to Alyssa Chatten at 888-588-2372 or achatten@afsc.org.

A charitable bequest is one or two sentences in your will or living trust that leave to the American Friends Service Committee a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

I devise and bequeath to the American Friends Service Committee, Philadelphia, Pennsylvania (tax ID #23-1352010) (Insert amount of gift or insert the word "all" or the percentage of the estate) to be used for its general purposes.

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to AFSC or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to AFSC as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to AFSC as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and AFSC where you agree to make a gift to AFSC and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

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