Getting Started
Including Action International Ministries in your charitable plans is a simple process.
Will or Trust
To name Action International Ministries as a beneficiary in your will or trust, you will need to include a provision that clearly expresses your charitable intentions. To make the process easier, we offer suggested language for you and your advisor to consider.
Making a gift in your will or revocable living trust is a meaningful way to ensure that God’s work at ACTION is maintained for future generations.
Naming ACTION as a beneficiary in your will or living trust can be done at any time. You may add a charitable provision to an existing document or express your charitable wishes in a new one. You can give a specific dollar amount or property item, a percentage of your asset(s), or all or a portion of what remains after gifts to other beneficiaries, such as your family and friends, have been made. Your gift can be contingent upon special circumstances or events.
Beneficiary Designations
To name Action International Ministries as a primary or contingent beneficiary of a financial account and/or a life insurance policy, you will need our legal name, address, and tax-identification number.
Naming ACTION as a beneficiary of your financial accounts, retirement assets or life insurance is an effective and efficient way to support the future of ACTION. Making a gift through a beneficiary designation is a simple and convenient three-step process:
- Contact your financial institution, retirement plan administrator, or life insurance company and request a beneficiary designation form.
- Complete the form to designate ACTION as a primary or contingent beneficiary of your assets. (ACTION’s tax-identification number: 51-0163499)
- Return the form to your financial institution, retirement plan administrator, or life insurance company and then contact ACTION to let us know.
A beneficiary designation can also help avoid the expenses and possible delays that can be experienced with the probate process.
What to Give?
Cash
A simple way to enlarge the lives of God’s people is to give cash. It is possible to designate the use of your gift or offer it to the ministry to be used where it is needed most.
Stock
Your gift of publicly traded stock can help you and ACTION yield high returns for building God’s Kingdom.
Giving stock converts your stock market gains into real, life-giving change. At the same time, donating, instead of selling, the appreciated stock can allow you to decrease your tax implication and avoid capital gains tax. Your gift of stock can provide attractive tax savings by claiming an immediate tax deduction, if the stock is worth more now than what you paid for it more than a year ago.
Life Insurance
1. You can give outright and complete ownership of a partially or fully paid-up life insurance policy and be able to claim an immediate tax deduction.
2. Or name Action International Ministries as a primary or contingent beneficiary of your new or existing policy.
Regardless of how you decide to give, your life insurance policy can help ensure the security of our community for many years to come.
Retirement Assets
Retirement plans and accounts funded with pre-tax earnings are often subject both to income and estate taxes when children or others are named as your beneficiaries.
By naming Action International Ministry as one of the beneficiaries of your IRA, 401(k), and/or 403(b), you will be assured that every dollar will be used for a charitable purpose and shielded from income or estate taxes. Also, this option avoids the possible delays and various costs associated with probate administration.
A gift of personal property immediately or through your will, such as artwork, jewelry, antiques, and other physical objects, allows you to contribute to God’s work at ACTION.
A member of our Finance Team, at our USA office, would be happy to assist you. Please call our office at 425-775-4800, or fill out of the contact form below, and a member of our team will get back to you shortly.