Leave a Legacy

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

Our Legacy Partners are a special group of passionate individuals who have chosen to include Concern in their estate plans. Your planned gift, including a bequest, is one of the most powerful ways to make a real and lasting difference for some of the world’s poorest and most vulnerable people for years to come.

Reaching the most vulnerable is almost never easy, and it does not happen overnight. That’s why legacies are so crucial to us. They provide us with the confidence we need to move forward in order to make this a better world.

All of us want to imagine a brighter future — not just for our children, but for people the world over. Human nature is about building towards something better, delivering new opportunities and, ultimately, changing the world we live in.

Our 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.

If you decide to leave Concern in your will, please reference our legal name and address, Concern Worldwide (U.S), Inc., 355 Lexington Avenue, 16th Floor, New York, NY,10017, as well as our tax ID: 13-3712030.

We can assure you that we will handle your gift with the utmost care and respect and you can be certain that your gift will make a lasting difference for future generations.

We’re Here to Help!
We now have a free will-writing tool and charitable IRA rollover tool to help make creating a legacy easier than ever. We’ve partnered with FreeWill to give our supporters the opportunity to write a legally valid will in under 25 minutes — for free! You can quickly and easily leave a bequest to Concern with the online tool, and ensure that the lives of those living in extreme poverty are supported and transformed, now and always.

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. By including Concern in your will, you can make a difference without giving up crucial assets you might need now. All charitable bequests are fully deductible from your gross estate.

Suggested language: “I give and bequeath to Concern Worldwide (U.S.), Inc., located at 355 Lexington Avenue, 16th Floor, New York, NY 10017, with federal tax identification number 13-3712030, ___  (dollar amount, stock, royalties) to be used for its general charitable purposes.” *

You can easily leave a bequest with our free will-writing tool.

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 can amend your designation at any time, and retain full control of your assets during your lifetime. By naming Concern Worldwide as the beneficiary of the policy, your estate would be entitled to an estate tax deduction equal to the value of the policy.

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 that 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. If you’re 70.5 or older and have a traditional IRA, you can use our free online tool to give directly from your IRA and make your most powerful gift yet.

Donor Advised Funds

Nominate Concern as the 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.

*  In accordance with IRS regulations, you may not be able to use a Donor Advised Fund (“DAF”) to fulfill the entirety of the purchase of ticket(s)/table(s) for special events. If you would like to use your DAF to fulfill the purchase of your ticket(s)/table(s), you may use the DAF to cover the tax deductible portion of your ticket(s)/table(s). The non-tax deductible portion of the ticket(s)/table(s) must be covered out of pocket. Concern Worldwide US, Inc. and its affiliates do not provide tax, legal or accounting advice. This information is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Next steps

If you are interested in leaving a gift to Concern in your will or would like to know more about any of the options above, please contact Dara Burke at [email protected] or 212 557 8000.

* 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, accountant or attorney.