Bequests & other gifts

Bequests

By including The Alex Fund in your will you will help create opportunities for impoverished children. Through your will, you can specify that some or all of your assets go to The Alex Fund.

Beneficiary Designations

By naming The Alex Fund as a beneficiary of a retirement plan, insurance policy, or financial account the asset will transfer to The Alex Fund at the end of your lifetime and your estate will be entitled to a charitable deduction for the amount of the gift.

Gifts of stock

Gifts of securities such as stocks, bonds and mutual funds are especially advantageous if you hold a security such as stock that has increased in value since you acquired it. By making a gift of stock held longer than one year, you avoid paying capital gains tax and you would receive an income tax deduction for the current market value of the gift.

You will need to send a letter to your broker with written instructions. In order to facilitate the transfer and acknowledgment of your stock gift, please notify us of your name, the name of the stock and the number of shares being donated before you transfer the stocks. Of course, we will respect the wishes of donors who prefer not to have their name publicly disclosed. You may notify us by email at alex@alexfund.org