A thoughtful planned gift can minimize estate settlement costs and taxes, ensure that your property is managed in the manner of your choosing, and guarantee income for life for your family.
Including Transportation Alternatives in your will or living trust is also a flexible way of leaving a lasting legacy and supporting T.A.'s work to make New York City a better place for future generations.
There are several ways to make a bequest through your will or trust:
- An explicit bequest of an amount of money or specific property (stocks, real estate, etc.)
- A percentage bequest listing a percentage of your estate you wish to leave
- A residual bequest for the remainder of your estate or a percentage of the remainder after you have made your specific bequests
- A contingent bequest naming T.A. as the recipient should another beneficiary not survive you
"I give (specific amount, percentage or residual amount) to Transportation Alternatives, organized and existing under the laws of New York, having its offices at 127 West 26th Street New York, NY 10001, for its general purposes."
For more information on planned giving, contact Development Director Ryan Nuckel at 646 873-6037 or e-mail firstname.lastname@example.org.
Because of the complexity of estate planning, it is important that your attorney structures your estate and writes your will or trust so your wishes are clearly articulated. Transportation Alternatives cannot act as executor of a donor's estate.
Charitable bequests are excluded from your adjusted gross estate for estate tax purposes. Transportation Alternatives is recognized by the IRS as a 501(c)(3) nonprofit organization; our tax identification number is 51-0186015.