A gift in your will or living trust is one of the simplest and most powerful ways to leave a lasting impact. Many donors choose to include just one sentence in their estate documents to complete their gift. A bequest to Alexandra House, Inc. is fully deductible for federal estate tax purposes, regardless of the size of the gift.

Sample bequest language:

“I give to Alexandra House, Inc., located at 10065 – 3rd Street NE, Blaine, MN 55434, Tax ID #41-1309977, [all / __ percent of] the rest, residue, and remainder of my estate for its general purposes.”

Please consult your personal attorney or financial advisor when creating or updating your estate plan.

Beginning at age 70½, owners of traditional IRAs are required to take a minimum distribution each year. Because traditional IRA contributions were not taxed, those Required Minimum Distributions (RMDs) are taxable income — unless you give them directly to charity.

A Qualified Charitable Distribution (QCD) allows you to transfer funds directly from your IRA to Alexandra House, Inc. Because the gift goes directly to the organization without passing through your hands, the amount may be excluded from your taxable income — up to $108,000 annually (subject to IRS limits and your individual situation). This is one of the most tax-efficient ways to give, particularly for donors who do not itemize deductions.

To make a QCD to Alexandra House, contact your IRA administrator directly and request a distribution to:

• Legal Name: Alexandra House, Inc.
• Federal Tax ID #: 41-1309977
• Mailing Address: 10065 – 3rd Street NE, Blaine, MN 55434

Please also contact us to let us know your gift is on the way so we can thank you and ensure it is properly credited.

401(k) accounts must be rolled over into an eligible IRA before a QCD can be made. Please consult your tax advisor for guidance specific to your situation. For more information, visit IRS.gov.

A donor-advised fund (DAF) is one of the fastest-growing charitable giving vehicles in the United States — and for good reason. DAFs allow you to make a charitable contribution, receive an immediate tax benefit, and then recommend grants to the organizations you care about on your own timeline.

To recommend a grant to Alexandra House from your donor-advised fund, contact your DAF sponsor and provide the following:

• Legal Name: Alexandra House, Inc.
• Federal Tax ID #: 41-1309977
• Mailing Address: 10065 – 3rd Street NE, Blaine, MN 55434

Please request that your name and address be included with the grant so we can thank you for your generosity. We also encourage you to reach out to us directly so we can acknowledge your gift and keep you informed about the impact it makes.

Naming Alexandra House, Inc. as a beneficiary of a life insurance policy is one of the easiest ways to make a significant future gift — often at little or no cost to you during your lifetime. You can name us as a primary or contingent beneficiary simply by contacting your insurance provider and completing a beneficiary designation form.

You may also choose to donate an existing policy you no longer need, which may provide you with an immediate charitable deduction.

Retirement accounts — including traditional IRAs, 401(k)s, and 403(b)s — are among the most tax-efficient assets to leave to charity. Because these accounts are subject to income tax when withdrawn by an individual beneficiary, leaving retirement funds to a nonprofit (which pays no income tax) allows 100% of the gift to go to work for the mission.

Naming Alexandra House, Inc. as a beneficiary of your retirement account is typically as simple as completing a form with your plan administrator. You can name us as a primary beneficiary for a portion of the account, or as a contingent beneficiary in case your primary beneficiary predeceases you.

Donating appreciated stock or securities to Alexandra House, Inc. can be a highly tax-advantaged way to give. When you donate appreciated securities directly — rather than selling them first — you generally avoid paying capital gains tax on the appreciation and receive a charitable deduction for the full fair market value of the gift.

To make a gift of stock, please contact us so we can provide our brokerage transfer instructions.

A gift of real property — such as a home, land, or other real estate — can create a meaningful legacy while providing you with a charitable deduction based on the property’s appraised fair market value. Alexandra House, Inc. accepts gifts of real estate on a case-by-case basis.

For donors with more complex financial situations, a range of trust-based giving options may offer additional benefits:

• Charitable Remainder Trusts (CRTs): Provide you or a named beneficiary with income for life or a term of years, with the remainder passing to Alexandra House, Inc.
• Charitable Lead Trusts (CLTs): Provide Alexandra House with income during your lifetime, with the remainder passing to your heirs.
• Retained Life Estates: Donate your home or property to Alexandra House while retaining the right to live there during your lifetime.

These vehicles are typically best suited for larger gifts and require guidance from an estate planning attorney. Alexandra House, Inc. welcomes conversations about any of these options.