Legacy of Love Giving Program

Legacy Giving FAQ's

Thank you so very much for this opportunity to answer questions regarding ANTN’s “Legacy of Love Giving Program.”  Your current financial contributions support ANTN in fulfilling its vision of Connecting the New Thought community through Consciousness and Love.

Providing for ANTN in your estate plan helps keep this vision alive for future generations.  As you share your gifts with ANTN after you have left this earthly expression, you leave an endless Legacy of Love.

Below are Frequently Asked Questions about this program.  If you have additional questions, please contact the ANTN office or the Board Treasurer.

What is Legacy Giving?   

Thoughtful and prayerful consideration should be made for the disposal of the property you have accumulated in your lifetime in order for it to benefit the people and places you love. The process of creating an estate plan and leaving a gift to a charitable organization is called Legacy Giving. It involves a making a gift now, to be received at a later time, which may require the assistance of professional advisors and which is carefully considered in light of estate and financial planning goals and objectives.

Making ANTN’s Legacy of Love Giving Program a part of your Legacy Giving establishes a way for you to provide for family members while also remembering ANTN.  Your Legacy Gift to ANTN helps create a strong financial base which allows ANTN to serve its community both now and in the future. 

I want to include ANTN in my estate documents. What types of gifts will you accept?

• A percentage of your estate
• Cash
• Life Insurance
• Retained Life Insurance
• Retirement assets
• Securities, mutual funds, stocks and bonds
• Some Real Estate
• Oil, Gas, Water and Mineral Interests
• Other investments and bank accounts

For more detailed information on any of these types of gifts, please contact the ANTN office. Please note that given the complexity of various giving options, gifts will be evaluated on a case-by-case basis by ANTN’s Board of Directors to determine their suitability for both ANTN and the individual donor.

What is the full legal name for ANTN to include in my estate documents?

Gifts may be designated to “Affiliated New Thought Network” (Tax ID 33-0629207).  Please do not designate gifts to a specific individual or individuals. 

May I specify the use of my gift?

When considering how you would like your gift to be used, you may specify an exact use or you may allow the ANTN leadership to make the determination. While unspecified gifts are preferable, specified gifts will be gratefully accepted as well.

My family is large and has some special needs, but I do want to include a gift to ANTN in my estate documents. Is there a minimum gift amount that I must give? 

There is no minimum amount.  A gift of any sum is a loving and generous act and gratefully. 

I have taken the steps to include ANTN in my estate planning documents.  Who should I notify?

Please complete and sign a Beneficiary Letter (simply request a copy from the ANTN office) and mail it to the ANTN office or send it via email to the Board Treasurer.

I would like to remain anonymous. Is that possible?

Yes, of course.  If you prefer to remain anonymous, your gift will be kept completely confidential. 

I don’t have an estate plan (e.g., will, trust). What should I do?

Because ANTN does not have the expertise to assist you in writing a will or in creating trust documents, we recommend that you seek an estate professional to provide you with legal and tax advice. 

Will ANTN cover my legal fees if I name it in my estate plan?

ANTN is not in a position to cover legal fees.

How do I include ANTN in my existing will or trust documents?

The simplest way to remember ANTN is to add an amendment, called a codicil, to your current will or trust. Here is some suggested language for your estate professional to review:

I give, devise and bequeath to the Affiliated New Thought Network, 7918 El Cajon, Blvd., Suite N332, La Mesa, CA (tax ID 33-0629207) . . . .

. . . . the sum of ____________  dollars ($__________________).

OR

. . . . a tithe of ten percent (10%) of my estate.

OR

. . .  ______ percent (____%) of the rest, residue and remainder of my estate after gifts to the following individual(s) have been made: ___________________________________.

OR

. . .  the following real property:_____________________________________ [please include all necessary identifying information (e.g., parcel number, address, etc.]

Are there other ways for me to put ANTN in my estate plan?

Yes, there are. Here are two simple ways:

(1) You can name ANTN as a full or partial beneficiary of your life insurance. Just get a beneficiary form from your insurance company and designate ANTN.

(2) You can name ANTN as a full or partial beneficiary of your IRA or other retirement accounts. Get a beneficiary designation form from your retirement account manager.

Is there a way to donate my home while I am still living in it?

Yes, there is.  Please check with your tax and/or legal advisor on the best way to accomplish this.

May I set up an endowed fund at ANTN and, if so, how would I do that?

Yes, you may. ANTN and you write a letter of agreement creating your endowed fund. You get an immediate dollar-for-dollar tax deduction when you fund it. The fund becomes a permanent resource producing income for ANTN.  An endowment fund can be created at any time as part of your Legacy Gift or while you are alive.

What is the process for making a donation of stock to ANTN?

ANTN welcomes your donations of stock as another generous way of supporting our work.  To transfer stock to ANTN, you must provide the following information for audit and acknowledgment purposes:

• Your name and address
• Name and number of securities transferred

Then, mail or email the Stock Transfers.  If you are delivering stock by mail, please send your unendorsed certificate(s) in one envelope and your Stock Power and Transfer Instruction Form in a separate envelope.

What if my circumstances change?  May I change my gift designation(s)?

Your giving is entirely under your control and changeable at any time during your lifetime.  It becomes irrevocable only at your transition.

Please note that this information is not intended as legal, tax or investment advice. Please consult with your attorney, tax professional or investment professional for advice.

DISCLAIMER:   This publication provides general information only. It has not been prepared with regard to your personal objectives, financial situation or needs. Nothing contained herein should be considered or construed as providing personalized investment, financial planning or legal advice. ANTN, its staff, employees and Board of Directors are not licensed under securities or insurance laws to address your particular situation, and no communication in any form from them to you should be deemed as personalized investment, financial planning or legal advice.

Before making a decision or taking action, you need to consider whether this information is appropriate to your personal objectives, financial situation and needs. Any action considered by you should be undertaken only after consulting with your personal financial and legal advisors, and only after reviewing any and all information available that may help you to make an informed decision.

The information contained herein has been compiled from sources considered to be reliable, but is not guaranteed.

Thank you, again, for considering ANTN in your estate planning.  We are very grateful.