Planned Giving

Planned Giving

Planned Giving: Frequently Asked Questions

  1. How do I leave a bequest to the USO?
    Thank you for your interest in leaving a legacy gift in support of America’s troops and their families. All you need to do is to name the USO in your will as a beneficiary. Please include the organization's legal name and address, as follows:
    United Service Organizations, Inc.
    2111 Wilson Boulevard, Suite 1200
    Arlington, VA 22201
     
    • Sample Bequest Language for a Gift to the USO:
      Specific Bequest: I give, devise, and bequeath to the United Service Organizations, Inc. the sum of $____ [or ___ percentage of my estate] [or the following specified property _______________].
      Residual Bequest: My estate will pay all debts, taxes, and specific bequests.  I give, devise, and bequeath the remaining amount, the residue, to the United Service Organizations, Inc.
      Contingent Bequest: In the event that [insert name of beneficiary] predeceases me, I give, devise, and bequeath his/her bequest or share to the United Service Organizations, Inc.”
  2. What is the USO’s tax ID number?
    13-1610451
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  4. Is the USO a tax-exempt charitable organization?
    Yes. The Internal Revenue Service has determined that the USO is an exempt organization under section 501(c)(3) of the Internal Revenue Code.
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  6. What is meant by a planned gift?
    A planned gift is a deferred gift. In making a planned gift, a donor decides to give at some future date, years from now or after the donor has passed away. Planned gifts are usually drawn from assets in your estate and are made upon your passing.
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  8. Does the USO recognize donors who make planned gifts?
    Yes! The USO Legacy Society recognizes those individuals who make a contribution through a bequest, trust agreement, or other estate plan arrangement to continue the USO’s seventy-plus year history of patriotism, duty, and dedication. USO Legacy Society members also receive benefits for their contribution, which include:
    • Recognition on the USO’s website and in the USO’s annual report as a USO Legacy Society Member
    • A unique, one-of-a-kind, USO Legacy Society Pin
    • An ongoing subscription to the USO's magazine On Patrol and the USO’s newsletter Front Lines 
    • An exclusive invitation to a special USO event
     
  9. How do I become a member of the Legacy Society or inform the USO of my planned gift?
    You can join the USO Legacy Society by mailing us a copy of your estate planning paperwork, or the USO Legacy Society pledge form, to our address:
    United Service Organizations, Inc.
    Office of Planned Giving
    2111 Wilson Boulevard, Suite 1200
    Arlington, VA 22201
     
  10. What tax deduction will I receive for my gift?
    Your tax benefits will depend on several factors, including: the type of gift, the time at which it is made, and whether it is outright or deferred, or has any income payments. In general, though, here are some guidelines:
    • Outright gifts to generate a full income-tax charitable deduction: Outright gifts of appreciated securities are deductible at fair market value, with no recognition of capital gains — a great tax benefit!
    • Gifts of personal property, such as art, books, and collectibles, are fully deductible as long as they are relevant to the USO's mission. Please contact us for further guidance on this point.
    • Bequests do not generate a lifetime income-tax deduction. They are exempt from estate tax.
    • Life insurance distributions are not income-tax deductible, but are exempt from estate tax. If you have made the USO the irrevocable owner and beneficiary of a policy during your lifetime, then you may deduct annual gifts that offset premium payments.
    • Transferring qualified retirement plans such as an IRA, 401(k), 403(b), or Keogh to the USO allows individuals to defer paying taxes on a portion of their income until the assets are withdrawn during retirement years.  However, after a person’s death, these accounts are often exposed to income and estate taxes.  Your estate and heirs will pay the tax at some point, unless the accounts are contributed to charity.  By giving retirement assets to the USO, you receive double benefits: Your estate and heirs will not be taxed on the portion that goes to charity, and you will support the USO!
     
  11. Do I need to specify a precise amount to be left to the USO?
    You may specify a certain sum, or a percentage of your estate, or a description of the property you wish to give.  If you make specific bequests to family members and/or friends, you may prefer to leave the USO a percentage of the residue of your estate.
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  13. Can I support a specific USO program with my bequest?
    The USO honors a donor’s stated intent for the use of a gift.  You may choose to support one of USO’s programs or services in your bequest. However, because USO’s programs change over time to meet the evolving needs of troops and military families, we recommend that you consider making an unrestricted gift, which can be used by the USO where need is greatest.
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  15. Do you accept stock, artwork, antiques, or other appreciated assets?
    Yes. Generous donors have also bequeathed to the USO jewelry, houses and other real property. Please contact us for more information at 1-888-484-3876 or email us at pgo@uso.org 
     
  16. Can I bequeath funds from a retirement account or an investment account?
    Yes. Please cite the USO's legal name and address, as follows:
    United Service Organizations, Inc.
    2111 Wilson Boulevard, Suite 1200
    Arlington, VA 22201
     
  17. How can I make a planned gift in memory or in honor of a loved one?
    You may include this request in your bequest.
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  19. Does the USO offer estate-planning advice?
    Unfortunately, we do not offer estate-planning advice.  For such advice, please consult an attorney or financial planning professional.
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  21. Can I include the USO as a beneficiary of my trust? Yes.  Please cite the USOs legal name and address, as follows:
    United Service Organizations, Inc.
    2111 Wilson Boulevard, Suite 1200
    Arlington, VA 22201

     
  22. Who should I contact at USO if I have questions about making a planned gift to the USO?
    If you have any other questions, please contact us at 1-888-484-3876 or email us at pgo@uso.org  
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