Sample Beneficiary Designation
The AIPAC Tomorrow Campaign is a planned giving and endowment initiative of the American Israel Public Affairs Committee (AIPAC Tax ID: 53-0217164) and its affiliated charitable organization, the American Israel Education Foundation (AIEF Tax ID 52-1623781). Because of AIPAC’s lobbying and political work, gifts to AIPAC are not tax-deductible. Gifts to AIEF are fully tax-deductible.
When you’re deciding how to make your legacy Israel’s future, the tax consequences of a particular gift may be a consideration. If the tax consequences of your gift are not a factor for you, a gift to AIPAC will give us the greatest flexibility in putting your gift to work towards a strong US-Israel relationship. Either way, your gift will be invested in ensuring a secure and vibrant Israel.
To designate The AIPAC Tomorrow Campaign as a beneficiary of a qualified retirement plan or other financial account, simply request a beneficiary form from your account administrator. Forms are often available online.
To designate AIPAC (non tax-deductible) as a beneficiary of a retirement plan, life insurance policy or other financial account, please use the following language:
The American Israel Public Affairs Committee (Federal Tax ID # 53-0217164), located at 251 H St NW Washington DC 20001.
To name the American Israel Education Foundation (tax-deductible) as a beneficiary of a retirement plan, life insurance policy or other financial account, please use the following language:
The American Israel Education Foundation (Federal Tax ID # 52-1623781), located at 251 H St NW Washington DC 20001.
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Primary Beneficiary Designation
| Full name (Last, First, Middle Initial) | Relationship | SSN/TIN | Address (Street, City, State, ZIP) | Share % |
|---|---|---|---|---|
| Gretchen, Smith, L | Spouse | 333-33-3333 | 123 Main St., Anytown, US 12345 | 60% |
| Haley, Doe, J. | Sister | 222-22-2222 | 456 Main St., Anytown, US 12345 | 20% |
| American Israel Education Foundation | Charity | 52-1623781 | 251 H St NW, Washington DC, 20001 | 20% |
| TOTAL: | 100% |
For More Information
If you have any questions, please contact The AIPAC Tomorrow Campaign Team at 202-639-5243 or [email protected].