how to include ALRP in your will

Many of ALRP’s supporters make charitable gifts by naming ALRP as a beneficiary in their wills. The federal government encourages these gifts or bequests, by allowing an unlimited estate tax charitable deduction. ALRP can refer you to an estate planning attorney.

To make a bequest to ALRP, the following language may be helpful to your lawyer:
I give, devise, and bequeath to the AIDS Legal Referral Panel (ALRP) for the sum of _______ (or otherwise describe the gift or specify a percentage of the estate).

There are three ways you can make a bequest:

Specific Bequest
You designate a specific dollar amount, specific percentage, or specific property to ALRP.

Residual Bequest
Your estate will pay all debts, taxes, expenses, and specific bequests. The remaining amount–the residue–will be transferred to ALRP.

Contingent Bequest
You can ask that ALRP receive all or a portion of your estate only under certain circumstances. For example, you can name ALRP as a beneficiary of your estate only if there are no surviving close family members. Childless couples sometimes provide for the entire estate to go to the surviving spouse, or if the spouse does not survive, to ALRP.

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How to contact ALRP regarding estate information…
If you are administering an estate or trust and need more information, please contact:
Julie Doherty – Interim Director of Development
AIDS Legal Referral Panel
1663 Mission Street, Suite 500
San Francisco, CA 94103
(415) 701-1200 ext. 301
julied@alrp.org

THANK YOU for considering ALRP in your Will.