The Felix Organization Legacy Society
Felix Forever Family
You can ensure The Felix Organization continues enriching the lives of children growing up in the foster care system, while creating your personal legacy of philanthropy.
The options outlined below are a few available options for planned giving. Please work closely with your financial and legal advisors to structure a gift that accomplishes your charitable purposes while considering your particular circumstances.
Planned Giving Options: Here are some common ways that people make lasting gifts to charitable organizations like The Felix Organization.
Bequests or Living Trusts. Remembering The Felix Organization in your will or trust
​
Residual bequest - A percentage of the remainder of your estate could be left to The Felix Organization after other specific legacies have been fulfilled.
​
Specific bequest - A specific dollar amount, stated fraction of your estate or specified gift-in-kind such as collections, art, books, jewelry, etc. could be left to The Felix Organization.
​
Contingent bequest - A gift that is originally intended for other beneficiaries but, in the event of their prior passing, is redirected as a charitable donation to The Felix Organization.
Retirement Plan Assets. You can name The Felix Organization as partial or sole beneficiary on your qualified retirement plan (IRA, 401(K), 403(B)) or other retirement assets. Please consult with your tax professional to discuss weather a gift may be exempt from estate tax, income tax and generation-skipping transfer tax.
Life Insurance. You can also name The Felix Organization as the partial or sole beneficiary of your life insurance policy. Further tax benefits may be available to you; please consult with your tax or financial advisor.
Annuities. A transfer of cash or stocks to The Felix Organization, in exchange for a charitable gift annuity could guarantee you an income stream for life. Consult with your tax and legal professionals to discuss the above options in further depth and to see what options are right for you.
Tips for Successfully including The Felix Organization in your estate planning:
The options outlined above are a few available options for planned giving. Please work closely with your financial and legal advisors to structure a gift that accomplishes your charitable goals while considering your particular circumstances.
Use the following language in your estate planning:
The Felix Organization’s full legal name: The Felix Organization, Adoptees for Children, Inc.
Address: 43 Oyster Bay Road, Locust Valley, NY 11560
Federal Tax ID Number: 20-4413828.
—--------------------------------------------------------------------------------------------------------------
Contact Us:
For more information about planned giving, or to notify us of a planned gift that you have already arranged, please contact:
Amanda Simonetta
amanda@thefelixorganization.org
646-761-7159
