Contact Ken Mintzer
Contact our Legacy Giving office for information on gift strategies that can help you support APLA Health and provide significant benefits to you and your family.
Ken Mintzer
Chief Advancement Officer
We are happy to discuss financial plans designed to take care of your loved one and include a charitable gift to APLA Health. Let your legacy gift serve as a solid base for our efforts to support policy change at all levels of government and provide necessary care to our most vulnerable neighbors.
We are happy to discuss financial plans designed to take care of your loved one and include a charitable gift to APLA Health. Let your legacy gift serve as a solid base for our efforts to support policy change at all levels of government and provide necessary care to our most vulnerable neighbors.
APLA Health’s Legacy Society honors those generous individuals who have remembered APLA Health with a planned gift. With the right strategy, estates both large and small can benefit while at the same helping us fight for a healthy community and the end of the AIDS epidemic.
Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of APLA Health. Even with the increased standard deduction in the tax law that became effective in 2018, an immediate income tax charitable deduction resulting from a planned gift may lead to itemizing deductions and greater tax savings. A planned gift makes it possible for you, your loved ones, and APLA Health to all benefit.
We want to be sure that we can fulfill your wishes. Contact Ken Mintzer at 213.201.1525 or kmintzer@aplahealth.org for more information with no obligation or pressure to make a gift.
A donor-advised fund is a charitable investment account that you set up and deposit assets into at a sponsoring organization. You direct how the funds are invested and which charitable organizations—like APLA Health—to support.
When you make your irrevocable contribution of cash, securities or other assets to a donor-advised fund, you are generally eligible to take an immediate tax deduction. Then those funds are invested as you like and can grow tax-free until you’re ready to recommend a grant to virtually any IRS-qualified public charity.
Donor-advised funds are one of the easiest and most tax-advantageous ways to give to charity, and they are an increasingly popular means of receiving an immediate tax benefit while you plan for future contributions to your favorite charities.
Your IRA can provide a tax-smart way to make an impact with APLA Health now. The Qualified Charitable Distribution or QCD (sometimes called an “IRA Charitable Rollover”) is a great way to make a tax-free gift now to APLA Health and satisfy your Required Minimum Distribution (RMD), too.
How Can I Make an IRA Charitable Rollover?
Contact your IRA administrator to request a Qualified Charitable Distribution from your IRA to APLA Health.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit APLA Health. No other planned gift is as simple to make or as easy to change, should you ever need the assets during your lifetime.
A bequest may be right for you if:
Alternatively, one of the simplest ways to make a gift to APLA Health is to designate APLA Health to receive your assets at the end of your lifetime. You can specify all or a percentage of the assets you want each beneficiary to receive. Often, it's as easy as filling out a form.
Beneficiary designations are an option for giving the following financial assets:
Planned giving is a great way to support APLA Health while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
A charitable gift annuity provides fixed payments for life in exchange for a gift of cash or securities to APLA Health. Gift annuities are easy to set up and the payments you receive are backed by the general resources of APLA Health.
A charitable gift annuity could be right for you if:
A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to APLA Health.
If your unitrust grows, your payments will grow too, providing a hedge against inflation. A unitrust provides more flexibility than other life income plans.
A charitable remainder unitrust could be right for you if:
