Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up. —Galatians 6:9 

By making a planned gift to Sojourners, you are supporting the emergence of a new generation committed to putting their faith into action for justice whil gaining financial and tax benefits for you and your family. The Legacy Circle recognizes those who remember Sojourners in their estate plans with the following benefits: 

  • A complimentary subscription to Sojourners magazine print, Web, and digital editions.
  • Invitations to Legacy Circle gatherings. 
  • Recognition on a display in the Sojourners office. 
  • Sojourners' annual report and our semi-annual newsletter, Legacy.
  • Deeper relationship with Sojourners staff members. 

To learn more about the Legacy Circle, please direct your confidential comments and questions to Feriel Ricks at legacy@sojo.net  or by phone at 202-745-4645. 

A few of the most common ways to join the Legacy Circle: 

Wills and Bequests

YOUR WILL is the cornerstone of your estate plan, whether you’re wealthy or not. It’s also the most popular way to leave a legacy with Sojourners. Many of your fellow Sojourners choose this simple, flexible, and versatile way to ensure we can continue our work for years to come. This type of gift is known as a Charitable Bequest.

CLICK HERE FOR MORE INFORMATION ABOUT LEAVING A BEQUEST FOR SOJOURNERS.

To leave a gift in your will, simply share this sentence with your attorney or financial planner:
“I bequeath $ ______ or ______% of my estate to Sojourners."
EIN 23-7380554
408 C Street, NE, Washington, DC 20002

You can add Sojourners to your existing will by revising and re-executing the document at any time, or my executing a separate amendment called a codicil.

Retirement Assets

Retirement Assets are not normally part of a will. Did you know that the average estate loses up to 50 percent of retirement assets to taxes? So, make sure you don’t fund the next war or injustice. Find more information here.

Retirement Savings form a significant part of working Americans’ assets. They include:

  • Individual retirement accounts (IRAs), 401 (k) or 403 (b) plans;
  • Private pension plans;
  • State, local, and federal government pension plans;
  • Annuities;
  • Certain taxable money for earmarked for retirement, such as stock you inherited from a deceased relative.

Simply add the following beneficiary:
Sojourners
EIN 23-7380554
408 C Street, NE, Washington, DC 20002

Life Insurance

A gift of a portion of a life insurance can truly save a life through Sojourners. Sojourners embraces your desire to save lives and speak up for others when you cannot. We agree to do that for you.

Simply add the following beneficiary:
Sojourners
EIN 23-7380554
408 C Street, NE, Washington, DC 20002.

Securities

A donation of appreciated stock, mutual funds, bonds, or other appreciated assets is an effective way to maximize your charitable gift while minimizing the tax burden on your estate and eliminating capital gains tax. You can deduct the full fair market value of your appreciated securities (if owned more than one year) and you save again by avoiding all capital gains taxes. For more information, download this PDF.

Charitable Remainder Trusts

A charitable remainder trust can provide life income for you (and your spouse) and distribute the remainder to a charity, such as Sojourners. A charitable remainder trust is similar to a gift annuity, but more complex and typically funded by appreciated assets. The most common charitable remainder trusts are the charitable remainder unitrust and the charitable remainder annuity trust. Please contact us to discuss charitable remainder trusts or request more information.

Gift Annuities

A charitable gift annuity is a gift that will provide you and/or your spouse with guaranteed fixed income for life and then later support the mission of Sojourners. Charitable gift annuities provide an immediate income tax deduction for a sizable portion of the gift. In addition, a large percentage of the fixed payments are tax-free in most cases. Charitable gift annuities to Sojourners are normally funded with cash or appreciated assets valued at $10,000 or more. If desired, the fixed payments of a charitable gift annuity can also be deferred. Charitable gift annuity rates are determined annually by the American Council on Gift Annuities. Rates depend on your age and/or your spouses’ age at the time when you make the gift; rates increase when you choose to defer your payment for one year or more. Visit http://www.pgdc.com/calculation-center to find current annuity rates based on your age or ages and the size of your gift.

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