Legacy Giving at Allies
Allies for Health + Wellbeing is a welcoming place where everyone belongs. We provide compassionate care that meets individuals exactly where they are, regardless of their identity, circumstances, or ability to pay.
Our legacy donors are individuals just like you who want to transform lives and ensure ongoing access to:
- A welcoming healthcare environment where patients can live as their full and best selves, free from judgment and stigma
- Specialized HIV care that addresses the increasingly complex medical needs of long-term survivors as they age
- Inclusive primary care, gender-affirming services, and behavioral health support for those who would otherwise go without
- Emergency assistance for basic needs like housing, utilities, transportation, and food that are essential to effective medical services
- Community outreach and education programs that build trust and raise awareness about HIV and STI prevention
- Innovative responses to emerging healthcare needs, especially for that unseen and underserved in our community
We encourage prospective donors to consult with your professional advisors before making decisions based on information we provide. If you are considering a planned gift, check out our Ways to Give section to see a sampling of legacy giving options.
Anyone who shares their legacy gift intentions with Allies will be recognized as a member of our Allies Legends Society. As a member of the Legends Society, you will receive special recognition and invitations to Allies events as well as personalized follow-up about the impact of your gift.
For more information about the Allies Legends Society or legacy giving, contact: Alex Neal, Senior Director of Development and Marketing, at 412-910-0077 or aneal@alliespgh.org.
Want to Learn More About Legacy Giving?
- Contact Alex Neal, Senior Director of Development and Marketing at 412-910-0077 or aneal@alliespgh.org to learn more about creating a legacy gift to benefit Allies for Health + Wellbeing.
If you are considering a planned gift, check out our Ways to Give section to see a sampling of legacy giving options.
- Consult your financial or legal advisor to assist you in the planning of your gift.
If you include Allies for Health + Wellbeing in your estate plans, please use our legal name and federal tax ID below:
Legal name: Allies for Health and Wellbeing
Address: 5913 Penn Avenue Pittsburgh, PA 15206
Federal Tax ID number: 25-1537128
Ways to Make a Legacy Gift
Ways to Make a Legacy Gift
There are many different ways to create a legacy at Allies for Health + Wellbeing. Planned giving encompasses different tools and strategies to increase your impact. 
Your Will
One of the most popular planned giving methods is naming Allies in your will or estate plan.
This can either be as an outright dollar amount or a percentage of your total estate, and is easy as adding language to your existing plan.
- Sample language may include: “I give, devise and bequeath $_____or___% of my residuary estate to Allies for Health + Wellbeing, Federal Tax ID Number: 25-1537128, Pittsburgh, PA.”
- Your Retirement Assets
A simple way to make a substantial impact that will not affect your current income is naming Allies as a beneficiary of your retirement accounts.
- To update your beneficiary designation, contact the administrator of your policies or accounts and request a Change of Beneficiary Form.
- Retirement assets can be heavily taxed when they pass to your heirs. If you give funds to a charity, those funds are tax free.
- Your Life Insurance
Similarly, Allies can be named the beneficiary of a new or existing life insurance policy.
- A new policy where the charity is the owner and beneficiary may provide you current tax advantages.
- Name one or more charities as after-lifetime beneficiaries.
- You can donate a percentage of the policy or a specific dollar amount.
- Appreciated Assets
Using appreciated assets to fund a gift to Allies may have considerable tax advantages for some donors. Giving appreciated securities, tangible personal property, or real estate can help in minimizing capital gains tax while supporting Allies’ priorities.
Charitable Lead Trusts
A Charitable Lead Trust is an irrevocable trust that will generate either fixed or variable payments to Allies for Health + Wellbeing for a set term of years.
- When the trust terminates, the property will be transferred back to the grantor or other beneficiary set forth in the establishing document.
- A gift like this helps Allies in the near-term and may allow your assets to grow before transferring to a beneficiary.
- Charitable Remainder Trust
A Charitable Remainder Trust is an irrevocable trust that will provide either fixed or variable income to you or a loved one for a specific period of time.
- When the trust terminates, the remainder will be transferred to Allies for Health + Wellbeing for the purpose set forth in the establishing document.
- Charitable Remainder Trusts both help to secure the long-term future of Allies, while providing you or those you care about with a defined benefit for life.
- Donor Advised Fund (DAFs)
Allies for Health + Wellbeing is able to accept contributions from your Donor Advised Fund. Please contact us for information regarding giving from your DAF. When working with your DAF administrator, make sure to have a succession plan in place and consider updating your charitable beneficiaries to include Allies.
- Gifts from Individual Retirement Accounts (IRA)
Commonly referred to as an IRA Charitable Rollover, or Qualified Charitable Contribution (QCD), donors aged 70½ and older can give up to $100,000 annually to charity, without having to pay income tax on these funds. Additionally, donors age 72 and older are able to count these contributions from their IRA (up to $100,000) toward the donor's annual Required Minimum Distribution (RMD). At any age, you can name Allies as a beneficiary of all or part of your retirement account. Contact your IRA administrator to update your beneficiary information.
Including Allies for Health + Wellbeing in your will or trust, or adding Allies as a beneficiary of an insurance policy, Donor Advised Fund, or retirement plan will earn you membership in the Allies Legends Society.
Want to learn more? Contact Alex Neal, Senior Director of Development and Marketing at 412-910-0077 or aneal@alliespgh.org.
This information does not constitute legal or tax advice. Please consult your legal and tax advisors regarding these and appropriate matters.