Thank you for your interest in contributing a legacy gift to Teach For America. By incorporating Teach For America into your estate plans, you can help strengthen our financial foundation. Your gift will have a truly lasting impact by ensuring that we continue to reach hundreds of thousands of children each year for years to come. Below, you will find information on the types of gifts we currently accept.

Please note that Teach For America does not provide tax, accounting, investment, or legal advice to any donors or prospective donors, and the information below is designed to provide only a general understanding of the options and potential benefits to donors. Donors must consult their own independent advisor as to any tax, accounting, investment, or legal matters referred to here. While we do not provide any such advice, we are happy to work with you and your advisor(s) as you plan a legacy gift that will best suit your charitable intentions as well as meet your financial, tax and estate planning goals.

Bequests

Include a bequest provision to "Teach For America, Inc." in your will or revocable trust.

How It Works: 

You can provide a future gift to Teach for America by including a bequest provision in your will or revocable trust. Teach For America will receive your gift upon your death based on the specifications included in the provision. You have the option to provide a bequest for a specific dollar amount or for a percentage or all of your residuary estate. You can also create a contingent bequest to a family member or individual.

Benefits to You:

  • The assets remain in your control during your lifetime and pass to Teach For America only at your death.
  • You can modify the bequest if your circumstances change.
  • The value of your bequest should be fully deductible for estate tax purposes.
  • You can honor a loved one with your gift.

Find out more about making a gift through a bequest, or request more information.

Retirement Assets

Name "Teach For America, Inc." as the beneficiary of your retirement plan.

How It Works: 

You can name Teach For America, Inc. as the beneficiary of the remainder of your IRA, 401(k), or other qualified retirement account. The plan's balance will be available for Teach For America’s use when the assets held in the account are transferred.

Benefits to You:

  • You should pay no income or estate tax on the property remaining in your retirement account when it passes to Teach For America.
  • You may continue to take withdrawals from the account during your lifetime.

Find out more about making a gift of retirement assets, or request more information.

Life Insurance

Fund a gift to "Teach For America, Inc." using a policy insuring your life.

How It Works: 

You can make a future gift to Teach For America by naming "Teach For America, Inc." as the owner and beneficiary of a policy insuring your life. To make a gift of life insurance, you make annual gifts in the amount of Teach For America's premium payments. Once the policy matures, the proceeds are paid to Teach For America and used to help fund our programs.

Benefits to You:

  • Allows you to make a significant gift from income instead of from capital.
  • The gifts offsetting Teach For America’s premium payment should be fully deductible for gift tax purposes, and you should receive an income tax deduction for the full value of such gifts (subject to certain limitations based on yearly income).

Find out more about making a gift of life insurance, or request more information.

Securities

Transfer securities to "Teach For America, Inc."

How It Works: 

You can transfer securities to Teach For America either during your lifetime or by including a provision in your will or revocable trust. Teach For America will sell your securities and use the proceeds to help fund our programs.

Benefits to You:

  • You should receive an income tax deduction for the full value of the securities (subject to certain limitations based on yearly income) if they are transferred during your lifetime.
  • You pay no capital gains tax on appreciated securities when they are transferred.
  • If giving securities through a bequest, the value of the securities should be fully deductible for estate tax purposes, and no income tax (including capital gains tax) should be payable by you or your estate.

Find out more about making a gift of securities, or request more information.

Closely-Held Stock

Transfer shares of closely-held stock to "Teach For America, Inc."

How It Works: 

You can use stock in closely-held corporations to make a gift to Teach For America. You can transfer this stock to us and, depending on the terms of the agreement between shareholders, we will likely offer the stock back to your company for redemption or re-purchase. We can then use the proceeds to fund our programs.

Benefits to You:

  • You should receive an income tax deduction for the full value of the stock (subject to certain limitations based on yearly income).
  • For appreciated stock, you should pay no income tax (including capital gains tax) when it is transferred.

Find out more about making a gift of closely-held stock, or request more information.

Gifts In-Kind

Donate non-monetary assets to help fund our programs.

How It Works:

There are certain tangible gifts and non-monetary assets that may be used to fund a significant gift to Teach For America. We generally only accept tangible gifts if they can be logically applied toward existing programmatic activities or if they will be used in regular fundraising activities. We are happy to work with you to discuss whether we are able to accept non-monetary assets that you wish to donate.

Benefits to You:

  • You should receive an immediate income tax deduction for the value of the transferred property (subject to certain limitations based on yearly income and the type of property transferred).

Find out more about making a gift in-kind, or request more information.

Trusts

Make a major gift to Teach For America by naming "Teach For America, Inc." as the beneficiary of a trust.

How It Works: 

By setting up a trust and naming us as the beneficiary, you make a lasting gift to Teach For America while also creating benefits for you and/or your heirs. There are several kinds of specialized trusts for which Teach For America can be named as the beneficiary, including Charitable Remainder Unitrusts, Charitable Remainder Annuity Trusts, and Charitable Lead Trusts. Teach For America may also be named as an alternative beneficiary of a trust primarily for the benefit of family members or other individuals, to receive the trust property only in the event that the primary beneficiaries are no longer living.

For more information about making a gift to Teach For America through a trust, including the benefits of different types of trusts, please work with your own legal counsel and/or accountant and contact us to arrange the terms of the gift. Please note that we are unable to serve as a trustee.

To request more information, please fill out the electronic form and we will have someone contact you.

 

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