Paralyzed Veterans of America offers our friends and supporters a variety of ways to consider planning their gifts. By choosing the right gift, you can benefit America's paralyzed veterans and fulfill your own long-term financial goals. When you plan your gifts, you are eligible to join our Legacy Circle.
Contact our Office of Individual and Planned Giving
If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 7789. We’re also happy to work with your attorney or financial planner.
David Fanning, CFRE
Senior Director, Office of Individual Giving - Planned and Strategic Gifts
1875 I St NW Suite 1100
Washington, DC 20006
(800) 424-8200 ext 7789
(202) 416-7789 (direct)
(202) 746-5104 (cell)
DavidF@pva.org
Stacy Ale, CFRE
Associate Senior Director, Office of Individual Giving
1875 I St NW Suite 1100
Washington, DC 20006
(800) 424-8200 ext. 7691
(202) 416-7691 (direct)
StacyA@pva.org
MATCHING GIFTS
Companies all across America recognize the value of their employees' donations to Paralyzed Veterans of America and offer matching gift programs to further increase the value of their donations.
How to give a Matching Gift
The majority of companies offer online donations through their company websites. Submit a matching gift verification request through your company’s online portal. Or mail your matching gifts and/or forms to:
Paralyzed Veterans of America
Attn: IG Matching Gift Coordinator
1875 I St NW Suite 1100
Matching Gift Coordinator
Washington, DC 20006
Email Matching Gift Forms to:
matching@pva.org
Chartered by the United States Congress, Paralyzed Veterans of America is a non-profit, tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Our Tax ID Number (TIN) is 13-1946868. Additional information can be found here.
GIFT OPTIONS
There are many ways you can donate to Paralyzed Veterans of America.
Bequests
Through a simple provision in your will you may make a gift to Paralyzed Veterans of America. This is the easiest and most common type of planned gift. Making a bequest is an excellent choice if you want to maintain control of your assets during your lifetime and support Paralyzed Veterans of America in the future.
We can work with you and your advisors to craft specific bequest language that accurately reflects your gift intentions.
Sample Language
I give, devise and bequeath to the Paralyzed Veterans of America, chartered by the U.S. Congress and located in Washington, D.C. the sum of _________________ dollars or ____% of the Residue of my estate. (or otherwise describe the gift).
If you do not have an attorney, please call your local American Bar Association. Also, PVA Paralyzed Veterans of America and over 600 other charities have partnered with FreeWill to enable our donors to create their own estate plan. Without obligation, please visit: www.freewill.com/pva
If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 7789. We’re also happy to work with your attorney or financial planner.
Please send correspondence to our National Headquarters located in Washington, DC:
Paralyzed Veterans of America
Office of Individual Giving
Attn: David Fanning, Senior Director - Planned and Strategic Gifts
1875 I St NW Suite 1100
Washington, DC 20006
Telephone: 800-424-8200, ext. 7789
Email: DavidF@pva.org
Chartered by the United States Congress, Paralyzed Veterans of America is a non-profit, tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code. Our Tax ID Number (TIN) is 13-1946868. Additional information can be found here.
Charitable Remainder Trust
A Charitable Remainder Trust (Charitable Remainder Unitrust) may serve as an effective solution amid inflation risks since the trust is revalued annually and may provide increased income in later years.
This technique offers these benefits:
- Annual income for life
- Immediate charitable contribution deduction
- Removal of asset from estate
- Ability to avoid capital gains tax and reduce tax liability
- Ability to select the Trustee and offer investment management guidelines
- Potential inflation fighter since trust growth beyond payout can provide increased income in later years
Similar to a charitable gift annuity, the charitable deduction is dependent upon the age of the beneficiary. If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 7789. We’re also happy to work with your attorney or financial planner.
Revocable Living Trust
A living trust, also known as a revocable living trust or a family trust, is a legal document that holds title or ownership to your real property and assets. When you create a revocable living trust, you transfer ownership of your assets to the trust. Transferring assets is typically called "funding." When you transfer title you DO NOT relinquish any control. You can still buy, sell, borrow or transfer.
To many, the living trust looks a lot like a will. It includes the details and instructions for how you want your estate to be handled at your death. Unlike a will, a properly funded trust:
- Does not go through probate.
- Prevents the courts from controlling your assets at incapacity.
- Allows you to name beneficiaries including Paralyzed Veterans of America.
If you’d like to speak with a member of our staff, please contact us at (800) 424-8200, ext. 7789. We’re also happy to work with your attorney or financial planner.
Donor-Advised Fund
Simplify your charitable giving by establishing a donor-advised fund (DAF). This philanthropic vehicle is becoming an increasingly popular way to make a charitable gift. It enables you to qualify for an immediate tax deduction and then make grants from your fund to Paralyzed Veterans of America and other charities whenever you wish.
If you already have a DAF, here are two ways you can make a gift through your DAF:
· Make an outright gift by suggesting a grant to Paralyzed Veterans of America
· Designate Paralyzed Veterans of America to receive all or a portion of the fund value upon the termination of the fund
You can select the option that best suits your philanthropic and financial goals to support PVA. Contact your fund administrator to request a distribution or download the appropriate form(s) from your administrator’s website.
To help you make a charitable gift to Paralyzed Veterans of America from your DAF use our legal name and federal tax ID.
Legal Name: Paralyzed Veterans of America
Address: 1875 Eye St NW, Suite 1100, Washington, DC 20006-5421
Federal Tax ID Number: 13-1946868
*To allow PVA to acknowledge your gift appropriately, please provide your name and/or fund name and address.
How it Works
Establish a fund at a sponsoring charity. This could be a community foundation, a public charity with a donor-advised fund program, or even one of the well-known investment companies that sponsor donor-advised funds. Then, make an initial contribution of cash or appreciated assets such as stocks or mutual funds. You will receive an immediate income tax deduction, and some sponsors will even let you name your fund.
You do not get an additional tax deduction for these grants. You can also suggest which charities you want to have any remaining assets in your fund at your passing.
Creating a Donor-Advised Fund
If you are considering establishing a donor-advised fund we can suggest several fund sponsors for your review. You should also consult your professional advisor for their guidance.
If you include PVA in your plans or have any questions regarding Donor Advised Funds, please contact PVA's Senior Director of Individual Giving, David Fanning, at DavidF@pva.org or (202) 416-7789.
Use a Qualified Charitable Distribution (QCD) from your IRA
Qualified donors may make outright gifts of up to $100,000 per year to Paralyzed Veterans of America (PVA) from their IRAs—so-called QCDs.
The amount donated to charity is excluded from the donor’s taxable income. In addition, the distributions may help satisfy a donor’s required minimum distribution (RMD) for the year. Moreover, because the QCD offers an exclusion from taxable income rather than a deduction, this strategy is not limited to taxpayers who itemize their deductions. As a result, it may be used by non-itemizing donors who do not ordinarily receive any tax benefit for their charitable gifts.
To benefit from this gift opportunity, the following qualifications (among others) must be met:
· The donor must be age 70 ½ or older at the time of transfer.
· The maximum amount a donor may transfer is $100,000.
· The gift must be outright. Gifts to donor-advised funds or to life income vehicles do not qualify.
· The gift must be transferred directly from the IRA account by the IRA administrator to PVA. Donors with check-writing ability for their IRAs may use this feature to complete their gift.
To help you make a charitable gift to Paralyzed Veterans of America from your IRA, please contact PVA's Senior Director of Individual Giving, David Fanning, at DavidF@pva.org or (202) 416-7789.
ASSETS TO GIVE
Cash
Maximize your charitable deduction and deliver immediate benefits to Paralyzed Veterans of America.
Send a Check
Mail check (payable to Paralyzed Veterans of America) to:
Paralyzed Veterans of America
Office of Individual Giving
1875 Eye St NW, Suite 1100
Washington, DC 20006-5421
Wire Transfer
You can wire funds directly to PVA from your bank using the information provided below. To ensure proper crediting, please include your name and address.
Receiving Bank: Bank of America Merrill Lynch, 730 15th Street NW – 4th Floor, Washington, DC 20005
Beneficiary Legal Account: Paralyzed Veterans of America National Account
Account #: 001914173352
ACH Routing #: 054001204
Wire Routing #: 026009593
SWIFT Code: BOFAUS3N
Memo/Reference: Donor Name and Address
Important
To ensure accurate handling, donors should send a confirmation email to DavidF@pva.org with the following details:
· Donor Name
· Contact Phone Number
· Date the wire was sent
· Name of the originating bank
· Account of the bank wire
· Was a wiring fee deducted from the wire amount?
Stock and Other Appreciated Assets
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. It is frequently advantageous to make your donation in the form of appreciated securities. In most cases, the full market value of the securities is deductible while capital gains taxes are eliminated.
To transfer stocks, bonds, mutual funds, physical certificates, or any other gifts that may require special instructions, please contact PVA’s Senior Director of Individual Giving - Planned and Strategic Gifts, David Fanning, at DavidF@pva.org or (202) 416-7789.
Notify PVA of an expected gift of securities. Provide the following information:
- Name of the security
- Number of shares
- Name of the donor
- Brokerage or bank where the shares are held
- Cost basis and acquisition date
You may provide this information by one of the following methods:
- Email: DavidF@pva.org
- Phone: (202) 416-7789
- Mail: Paralyzed Veterans of America, Attn: David Fanning, Senior Director of Individual Giving, 1875 Eye St NW, Suite 1100, Washington, DC, 20006-5421
Retirement Plans
The balance of your retirement plan may be worth more when donated. If you own a life insurance plan, you can name Paralyzed Veterans of America as the beneficiary of the policy.
Life Insurance
If you own a life insurance policy and you no longer need to protect your loved ones or business interests, you can name Paralyzed Veterans of America as the beneficiary of the policy.
A second option is transferring ownership of the policy to Paralyzed Veterans of America in your lifetime.
A third option is to purchase a new policy specifically for gifting. Life insurance rates have declined dramatically in recent years, and you may be surprised at the affordability of new insurance, even if you’re in your 60s or 70s. Benefits include:
- Ability to make a large gift with little costs to you
- Immediate tax deduction for the cash value of the policy if transferred in your lifetime
- Current or future insurance premiums may be tax deductible
Life insurance can be a very cost-effective means to support PVA.
LEGACY CIRCLE
Paralyzed Veterans of America deeply appreciates donations of all types and sizes. To express our gratitude to you for including PVA in your estate plan, we invite you to join the Legacy Circle. Members of this special group share your concern for our seriously injured heroes and believe in furthering PVA's mission to change lives and build brighter futures for all veterans.
Whether you choose to remember our nation's paralyzed veterans with a bequest or one of the other deferred gift plans we offer, your commitment means a great deal to the future of Paralyzed Veterans of America.
If you would like to notify us of your decision, we will add your name to this roll of honor. Please contact PVA's Senior Director of Individual Giving - Planned and Strategic Gifts, David Fanning at (202)416-7789 or DavidF@pva.org.