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Wills and Living Trusts

Transform the future

A simple way to build peace

Everyone has the potential to be a peace builder and change maker. In as little as one sentence, you can make a gift that will ensure that AFSC's programs remain strong far into the future. This type of donation in your will or living trust helps ensure that AFSC has the ability to respond to emerging issues of peace and justice for years to come. 

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A commitment to AFSC’s mission

The TuttlesIn 1942, Carol Richie accepted a position in AFSC, where she helped develop projects for conscientious objectors to World War II participating in Civilian Public Service. It was during a visit to one of those project sites in Trenton, North Dakota, that she met her future husband, Russell Tuttle.

Their lives would continue to be intertwined with the work of the Service Committee.  When they retired, they took with them their deep sense of commitment to AFSC's work. The Tuttles became loyal donors who also left AFSC a bequest in their will.  

Richard Tuttle, one of the couple's four children, says, "Working at AFSC was satisfying for them, they believed in the mission, and they wanted to help it continue."

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Next steps

  1. Contact Alyssa Chatten at 888-588-2372 or GiftPlanning@afsc.org for additional information on bequests or to chat more about the different options for including AFSC in your will or estate plan.
  2. Seek the advice of your financial or legal advisor.
  3. If you include AFSC in your plans, please use our legal name and federal tax ID.
    Sample language for your will:
    I devise and bequeath to 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.
  4. Notify us at 888-588-2372 or GiftPlanning@afsc.org if you have already given a gift to AFSC, so we can thank you for your generosity.

Legal Name: American Friends Service Committee
Address: 1501 Cherry Street, Philadelphia, PA 19102
Federal Tax ID Number: 23-1352010

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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