Planned Giving

You Can Shape History.

Since 1983 AIDS Action has been New England’s largest provider of services to people living with and populations at risk of HIV/AIDS. We go beyond the basics of providing safer sex kits and HIV medications by taking a comprehensive approach to HIV prevention and care. By working face to face with the people most impacted by HIV we are able to truly understand our clients’ complex needs and how these needs impact their health. At present, we work directly with one-in-six people diagnosed with HIV in our state, and provide prevention services to thousands more.

AIDS Action is able to continue its programs and services because of the community of people who rallied together to give of their time and resources. We do not know what challenges lie ahead for those impacted by HIV/AIDS, but by including AIDS Action in your future plans, you can ensure that we will be there to serve the community.

Take Concrete Steps for the Future of Our Community

There is a range of ways you can help ensure AIDS Action’s long-term financial security and ability to serve the HIV community into the future. Some of the simplest and most effective panning vehicles include:

Designating AIDs Action in Your Will and Estate Planning

You can make AIDS Action one of the designees in your will or estate, as the direct beneficiary of assets, a portion or percentage of your estate, or the remainder of your estate after other obligations have been met.

Designating AIDS Action as a Beneficiary on your IRA or Life Insurance Policy

Many people are not aware that you may choose an organization to be a beneficiary on your life insurance plans and/or IRA. This strategy is as easy as asking your HR manager or administrator of your life insurance policy or fund manager to let you designate a AIDS Action as a beneficiary.

Bequeathing Real Estate to AIDS Action

Real estate that we enjoy today can have a significant impact beyond our lifetime, converting into critical support for core programs and services at AIDS Action. In addition, there may be considerable tax benefits to this giving option. Your lawyer or estate planner can help explain the advantages of this long-term giving strategy.

Make a Bequest to AIDS Action

There are many ways to make a bequest to AIDS Action. As is the case with all financial and estate matters, we strongly suggest that you consult with your own attorney and/or financial advisor about your decision to make a planned gift to AIDS Action.

A bequest is an outright gift of cash or securities, made by designating a specific dollar amount or a fixed percentage of your estate to AIDS Action. If you decide to include AIDS Action in your estate plan, you may use the following language:

  • Should you wish to include AIDS Action in your will or trust, please note that our legal name is Fenway Health’s Public Health Division AIDS Action. Your attorney may want to know the organization’s Tax ID: 04-2510564.
  • An outright bequest of a specific amount (unrestricted): “I give the sum of ______________ dollars ($__________) to Fenway Health’s Public Health Division AIDS Action.”
  • A contingent bequest should a specific event occur in the future: “If I have sold my business, I leave ______________ dollars ($__________) to Fenway Health’s Public Health Division AIDS Action.”
  • A residual bequest from the “residue” of your estate after other needs are taken care of: “I leave Fenway Health’s Public Health Division AIDS Action the 20% of the residue of my estate …”

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