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Planned Giving

Legacy giving is a way to leave a meaningful legacy to APLA Health and to ensure the ongoing viability of our organization.
Planned Giving is an excellent way to leave a meaningful legacy to APLA Health and provide compassionate, quality care and support to thousands of people in greatest need.
When you remember APLA Health in your will or trust, as a beneficiary of a life insurance policy or retirement plan, or as part of a gift that pays you income during your lifetime, you are ensuring that APLA Health will be here to care for everyone who turns to us for help.

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.
Smiling African American Woman

Overview of
Planned Giving

In addition to supporting the mission of APLA Health, a planned gift can provide substantial tax advantages, especially on gifts of stocks and real estate. The benefits may include:
An income tax deduction
Reduced capital gains taxes
Reduced probate costs and estate taxes
Income for life

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.

Donor-Advised Funds

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.

IRA Rollover

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 Do I Qualify?
You must be 70½ years or older at the time of the gift.
Gifts must go directly from your IRA to APLA Health.
Gifts cannot exceed $100,000 per donor per year.
Benefits of Qualified Charitable Distribution
If you don’t itemize your income tax deductions, a QCD offers all of the benefits of an itemized income tax charitable deduction.
If you are age 73 or older and must take a Required Minimum Distribution RMD, a QCD gift can satisfy your RMD without increasing your income taxes.
You may direct your gift to a program or area of your choice.
It is a wonderful way to create an immediate impact on APLA Health.
How Can I Make an IRA Charitable Rollover?

Contact your IRA administrator to request a Qualified Charitable Distribution from your IRA to APLA Health.

Gifts by Will or Beneficiary

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:

You want to make a gift to APLA Health.
You want the flexibility to change your mind.
You want continued access to your wealth, should you need it.
You are concerned about outliving your resources.
Home Health
Trans couple

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:

Retirement account assets
Life insurance
Commercial annuity contracts
Bank accounts
Investment accounts

Life Income Gifts

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:

You want to maintain or increase your cash flow.
You want the security of fixed, dependable payments for life.
You want to save income taxes or capital gains taxes.
You would like income that is partially tax-free.
You want to make a generous gift to APLA Health.
You are considering a gift amount of $25,000 or more.
You are at least 65 years of age.
Support for West Hollywood
Woman reviewing her weekly plans

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:

You want to provide income for yourself or others.
You want the possibility of income growth.
You want to save income taxes or capital gains taxes.
You want to choose the person who administers your gift and guides its investments.
You want to make a generous gift to APLA Health.
You are considering a gift amount of $250,000 or more.

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
Director of Development

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