Skip to main content

Make us a beneficiary of your IRA or other “non-probate” assets

Plan your beneficiaries

Why beneficiary designations are so powerful

Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating the American Foundation for the Blind as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.

Young boy sitting at school desk smiling

Charitable benefits

Receive an estate tax charitable deduction
Reduce the burden of taxes on your family
Continue to use assets or property during your lifetime
Leave a lasting legacy to American Foundation for the Blind
A person using a walking cane.

Common gifted assets for beneficiaries

  • IRA
  • 401(k)
  • Life insurance
  • Joint real estate
  • Joint bank accounts
  • Joint property ownership

Designate American Foundation for the Blind as a beneficiary to one or more of your accounts.

We have partnered with FreeWill to offer this free online platform that will walk you through the process of setting up your beneficiaries. These gifts have a big impact and can often prevent unwanted taxation.


Planned Giving Helps Drive AFB’s Mission

The American Foundation for the Blind relies on the generosity of donors to fulfill its mission of creating equal opportunities and expanding possibilities for people who are blind or have low vision through advocacy, thought leadership, and strategic partnerships. These gifts provide long-term support, ensuring we can continue making a positive impact for years to come.

Hellen Keller sitting at a desk while reading braille

At a very young age, I read Helen Keller’s The Story of My Life. Helen became both blind and deaf at 19 months, and she tells of her significant achievements despite her significant disabilities. It was her inspiring story and 40-year involvement with American Foundation for the Blind (AFB) that prompted me to contribute to and remember AFB in my trust.

Charlene

Portrait of Charlene

Frequently Asked Questions

A non-probate asset is an account or other asset that won’t be governed by the decisions you make in a will. Instead, these accounts commonly have an assigned beneficiary that you choose. Types of non-probate assets include many retirement accounts, life insurance, some bank accounts and some assets (like a house or vehicle) that you jointly own with another person.

The most commonly gifted non-probate asset is an IRA or 401(k). This is because these accounts are always taxed (even for people below the estate tax threshold). Giving these accounts to charity keeps your heirs from having to pay unexpected taxes.

Yes! Even if you have a will in place you still need to designate beneficiaries for your non-probate assets.

Yes! Gifts of any size are deeply appreciated. Many people choose to leave a percentage of their estate, which scales up or down with your estate size.

No. You can usually make these easily and at no cost to you. 

Yes. You are always free to revise or update your estate plans.

We’re here to help you meet your goals!

Our team would be happy to speak with you in confidence about your giving goals, with no obligation.

Name: Melody Goodspeed

Title :Associate Director of Development

Phone: 212-502-7614

Email: mgoodspeed@afb.org

Already included us in your estate plan? Let us know

Please enter your first name.
Please enter your last name.
Please enter your email address.
Please select an inquiry.
Please enter a message.

More ways to make an impact

Gifts in a will or trust

Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).

Learn more

Popular tax-smart gifts

Many people are increasingly choosing to give non-cash assets, so they can have a bigger impact at less cost to them.

Learn more