A charitable gift of stock provides an opportunity for tax savings while generously supporting Human Rights First. Electronic delivery of stock shares is the most secure and expedient delivery process available and provides efficient internal control as well as cost savings. To help you facilitate a gift of stock, please use the following instructions. Or go straight to our stock donation form, which you can submit by mail or fax.
Notification of Donor Intent
Regardless of the method chosen to deliver a gift of stock, the donor or the transferring broker must provide the following information, for audit and acknowledgement purposes:
- Donor’s name and complete address
- Name and number of securities transferred
- Broker’s name and phone number
- Approximate dollar value of gift
You may use the stock donation form, provide a letter, or send an e-mail to communicate this information at time of transfer to:
Human Rights First
Attn: Kurt Pacquette
333 Seventh Ave., 13th Floor
New York, NY 10001-5108
Phone: (212) 845-5286
Fax: (212) 845-5299
Securities Delivered Electronically
The following information will enable your broker to facilitate an electronic transfer of stock:
M.J. Whitman & Co. Inc.
Attn: Sandy Smith
622 Third Avenue, 32nd Floor
New York, NY 10017
(212) 888-2290 phone
(212) 888-6016 or (212) 681-0852 fax
DTC # 352
Account # 86001512
Account Name: Human Rights First
Tax ID: 13-3116646
Nominate Human Rights First to Receive Working Assets Funding
Working Assets is a telephone and communications company that donates a portion of its revenue to progressive nonprofits. We would welcome the opportunity to be one of their recipients. For this to happen, Working Assets members (people who use their communications services) need to nominate Human Rights First to be a funding recipient.
If you are a member of Working Assets, please nominate us. If you are a not a member of Working Assets, please visit their website to become one. We believe in the mission and work of this company – and think you will too.
In order to nominate Human Rights First, you’ll need to do the following:
1. Visit the Working Assets website.
2. Fill out the nomination form. Relevant information includes:
|Name:||Human Rights First|
|Executive Director:||Elisa Massimino|
|Address:||333 7th Avenue, 13th Floor
NY, NY 10001
|Issue Area:||Peace and International Freedom|
For more information on Working Assets, please visit their website at http://www.workingassets.com.
Thank you for considering including Human Rights First in your estate plans. It is a wonderful way to help ensure the organization’s future, and it is easy to carry out. A charitable bequest for Human Rights First may be included in your will when it is written or revised. You may also add a bequest through a codicil, a separate document consisting of an amendment to an existing will. All charitable bequests are fully deductible from your gross estate.
The following examples are meant to illustrate a variety of bequest techniques. You should consult an attorney to adapt this language to your individual circumstances as part of an overall estate plan.
A specific bequest is a gift of a particular dollar amount or a particular piece of property.
For example: I bequeath (dollar amount or description of property) to Human Rights First (or its successor).
A residuary bequest is a gift of all or part of the property remaining in your estate after debts, expenses, and specific bequests have been paid. When you use a percentage instead of a specific amount, your gift will stay relatively the same in proportion to your entire estate, regardless of unexpected increases or decreases in its value.
For example: I give, bequeath, and devise (all, or XX percent of) the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Human Rights First (or its successor).
A contingent bequest is a gift that takes effect only if the primary beneficiary or beneficiaries of the bequest predecease you.
For example: If neither my husband nor any descendants of mine survive me, then I give, bequeath, and devise all the rest, residue, and remainder of the property, both real and personal, wherever situated, which I may own or be entitled to at my death, to Human Rights First (or its successor).
One of the most cost-effective ways of including Human Rights First in your estate plans is to leave either the remainder or a portion of the remainder of your retirement plan to Human Rights First. If the unused portion of your pension fund, 401k, or IRA is assigned to any individual(s) other than a spouse, it is subject to an estate tax at your death, as well as an income tax when received by the heirs (if your estate is $650,000 or more). The two combined could erode up to 80 percent of the remaining benefits. If bequeathed to Human Rights First, those funds would escape both income and estate taxes, thereby reducing your taxable estate.
If you own a life insurance policy that is no longer needed for the protection of your family or for other purposes, you may use it to make a gift to Human Rights First. The simplest way is to make Human Rights First both owner and irrevocable beneficiary of the policy, which would entitle you to an income tax deduction based on either the total value of the premiums paid, or the cash surrender value, whichever is less. An alternative is to name Human Rights First beneficiary of a policy you receive through your place of employment.