Leave a Legacy

As a Legacy Partner, you can include Concern in your estate planning to leave a lasting gift that empowers future generations.

Legacy Partners extend their generosity into the future, providing life-saving and life-changing relief to families living in some of the toughest conditions and poorest communities around the world. Make a plan to leave a significant legacy that meets your philanthropic goals.

Reaching the most vulnerable is almost never easy, and it does not happen overnight. That’s why legacies are so important to us. Concern is capable of making a real difference by providing a brighter future for people all over the world, freeing them from hunger and poverty for future generations.

If you decide to leave Concern in your will, we can assure you that we will handle your gift with utmost care and respect according to your wishes, and will respect your privacy.

Below are some examples of ways you can include Concern in your estate planning

Bequests

A bequest is one of the simplest ways to provide for Concern’s future. If you wish to include Concern in your will or living trust, we highly recommend that you confer with your attorney or financial advisor to create or modify your personal charitable gift plans. Below is some suggested language:

“I hereby give and bequeath to Concern Worldwide US, Inc., a non-profit, tax-exempt 501(c)(3) organization, located at 355 Lexington Avenue, 16th Floor, New York, NY 10017, the sum of $___ to be used for general charitable purposes.” *

  • Our legal name is Concern Worldwide (U.S.), Inc.
  • We are a 501 (c) (3) non-profit charitable organization under the Internal Revenue Code.
  • Our Federal Tax I.D. is #13-3712030

* This is merely a suggestion as we recommend you obtain services of a professional financial advisor, account or attorney to write or adapt this to fit your individual situation.

Gifts of Life Insurance

Life Insurance Policies are another way to create a legacy while supporting Concern’s mission. Simply contact your insurer and ask them for a beneficiary form so you can designate Concern Worldwide as your beneficiary. You may need to provide the following information: Concern Worldwide (U.S), Inc., 355 Lexington Avenue, 16th Floor, New York, NY 10017. Tax ID #: 13-3712030.

You can amend your designation at any time, and retain full control of your assets during your lifetime.

Gifts of Retirement Plans

Retirement plans (like IRAs, 401(k) plans, 403(b) plans) can be an excellent choice for funding a meaningful gift to Concern. These accounts are often made up of assets which are not taxed, so long as the assets remain within the plan. One of the benefits of transferring retirement accounts to Concern Worldwide, is the gift will not be taxed as income to Concern, since we have tax-exempt status. Gifts made to family members, however, would be subject to both income and estate taxes, greatly reducing the value of your intended gift.

To give from your retirement plan simply obtain a beneficiary designation form from your IRA plan administrator and name Concern Worldwide as a beneficiary. You may need to provide the following information: Concern Worldwide (U.S), Inc., 355 Lexington Avenue, 16th Floor, New York, NY 10017. Tax ID #: 13-3712030

Donor Advised Funds

Nominate Concern as your beneficiary of your donor advised fund. Your donation into the fund is invested based on your preferences, giving it potential to grow tax-free, while you advise which charity to donate to.

To complete your nomination you may need to provide the following information: Concern Worldwide (U.S), Inc., 355 Lexington Avenue, 16th Floor, New York, NY 10017. Tax ID #: 13-3712030.

Contact us

If you are interested in leaving a gift to Concern, or would like to know more about Concern or your options, please contact [email protected].

Please note: the material presented on this page, including the sample language, should not be construed as legal or tax advice.  For advice, we recommend you obtain services of a professional financial advisor, account or attorney.