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Planned Giving

What is the Planned Giving?

Planned giving is an approach to philanthropic donations that will support American Legion Post 291 and will benefit you in the future.

Simply put, planned giving is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan. This forward-thinking approach to giving is planned because often assets are not liquid, have tax consequences and are generally transferred via a will or other written means.

Under certain conditions, your gift of real estate, stocks or other assets can generate to you a future income stream.

Planned giving is easy to do and you do not have to be wealthy to make it happen. Whether you name AL291 in your will or trust or make a gift of a house or property, there is an easy option that is right for you.

Your gift may include assets that you might never think of like an insurance policy, a vacation property, a car or RV, a boat, stocks, business holdings or checking and savings accounts.

It can provide generous tax benefits but be sure to consult with your financial or estate planner for more specifics.

It can work in tandem with other family priorities and a donation can exist along side with other beneficiaries and family objectives.

Your donation will be long remembered and offers a meaningful gift to the veteran community.

Is my donation tax deductible?
Yes! Newport Harbor Post 291 of the American Legion is tax exempt under
IRC 501(c)19 with tax ID number 95-1049145.
If you have any questions please contact our Finance Officer,

Bob Wine
(949) 554-5503