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The Heart Touch Project
3400 Airport Ave #42
Santa Monica, CA 90405
Please make checks payable to ‘The Heart Touch Project.
Matching Gift Programs
If your employer sponsors a matching gift program, please enclose your matching gift form to make your gift go further.
Support The Heart Touch Project when you shop at smile.amazon.com.
A gift to The Heart Touch Project in your will or living trust allows you to retain your assets during your lifetime. This is the simplest planned gift to implement or change should you ever need the assets during your lifetime.
How it works:
You make The Heart Touch Project a beneficiary in your will or a designated beneficiary of your retirement plan, life insurance policy or another asset.
The Heart Touch Project receives your gift when your estate is settled.
The following information is intended to help you and your attorney in drafting a bequest.
Legal Name The Heart Touch Project
Address 3400 Airport Ave #42, Santa Monica, CA 90405
Tax ID # 95-4529022
Nonprofit Status Active and in good standing
Unrestricted Gifts – A gift that can be used where the need is greatest.
I give, devise, and bequeath to The Heart Touch Project, Santa Monica, CA, (insert dollar amount) Dollars* to be used for its general purposes.
Residuary Bequest – Leaves any remainder after all other bequests have been paid.
I give, devise, and bequeath to The Heart Touch Project, Santa Monica, CA, (insert percentage amount) percent of the residue of my estate to be used for its general purposes.
Contingency Gift – Takes effect only if a primary intention can’t be met.
In the event that (insert name) predeceases me, I give, devise, and bequeath his/her bequest or share to The Heart Touch Project, Santa Monica, CA, to be used for its general purposes.
Download Word Document Here
A beneficiary designation is an easy way to specify the individuals and charities you want to support by specifying the percentage of the assets you want each beneficiary to receive. You could use this method when giving the following assets:
An alternative to a bequest gift to designate The Heart Touch Project as the beneficiary of your retirement assets. This method is as simple as filling out a new beneficiary form from your retirement plan administrator.
To use your life insurance policy to make a gift, complete and return to the insurance company a form designating that The Heart Touch Project receives all or a portion of the benefit associated with your life insurance policy. You may also transfer ownership of the policy, which will result in an immediate income charitable deduction and potential tax savings in the year you make the gift.
Commercial Annuity Contracts
You can name The Heart Touch Project to receive all or part of the remaining value at the end of the annuitant’s lifetime by designating it as a beneficiary on the appropriate form from the insurance company.
To direct all or portion of what remains in a checking or savings account to The Heart Touch Project, you can fill out the appropriate beneficiary designation form provided by your bank.
You can direct your investment company to transfer to The Heart Touch Project some or all investments held in your account. Please check with your broker or agent to find out more about the process of doing this.
Your contribution is tax-deductible to the full extent of the law. The Heart Touch Project (EIN: 95-4529022) is a nonprofit 501(c)(3) organization.