Legacy Giving Program

By making a gift to the Anacortes Family Center in your will or estate plan (known as planned giving), you are leaving a 

lasting legacy of commitment and compassion for our community’s most vulnerable. Your gift, no matter the size, will have an enduring impact for generations to come.

 

AFC relies on the generosity of our community to help homeless women, children and families to achieve self sufficiency and long-lasting personal success. Planned gifts are critical to developing sustainability for our program and growing to meet the evolving needs.
 

How Planned Giving Works

The framework for making a legacy gift begins with adding the Anacortes Family Center to your will. If you’ve already written a will and you’d like to add AFC, contact your attorney to prepare a document called a codicil. You may designate a gift to AFC through a variety of ways:

  • Indiciate that you’d like to leave a specific sum of money to AFC

  • Leave a specific piece of property, this may be a home, a car, art, jewelry, etc.

  • Designate a percentage of your estate to AFC. This is generally desirable when someone is unsure of what their total estate may be worth

AFC's Investment Policy

AFC’s Finance Committee, a small group comprised of board members with strong financial accumen, have developed a policy that dictates our investment strategy to our financial advisor. We are happy to provide our full investment policy, or you may view it by clicking here.

AFC’s board and staff are committed to ensuring that our important services are here to stay. AFC has multiple layers of security to provide peace of mind that your gift will be secure and that it will be used to support those we serve for years to come:

  • Strong financial policies and procedures

  • Monthly review of finances by the Treasurer, Finance Committee and Board of Directors

  • An independent bookkeeper with CPA oversight

  • An annual review or audit performed by a CPA that reports directly to the board

How to Leave a Legacy

For more information about leaving a legacy gift to AFC, please call Dustin Johnson at (360) 293-2993 ext. 102 or 
e-mail Dustin@AnacortesFamily.org. To establish AFC as a beneficiary in your will or estate, please consider the following steps:

  • Consult your estate attorney or your financial planner. If you are looking for a financial advisor who is aware of AFC’s work, please email AFC and we are happy to provide a list.

  • Indicate your desire to add AFC to your will or complete a codicil.

  • Complete the Legacy Giving Donor Declaration Formand email it back to Dustin@AnacortesFamily.org, or mail it to 2702 Commercial Avenue, Attn: Dustin Johnson, 2702 Commercial Avenue Anacortes, WA 98221. Or call us to receive a paper copy.

  • The important information for your estate advisor includes:

    • AFC’s Tax ID Number: 20-0775618

    • AFC’s Fund Advisor: Skyline Advisors - 360.671.1621

"I want to be remembered for making a difference." - AFC Legacy Giving Donor

  • Twitter - White Circle
  • Facebook - White Circle

© 2020 by Anacortes Family Center | 2702 Commercial Avenue Anacortes, WA 98221
Office: (360) 293-2993 | Fax: (360) 873-8728 |  Info@AnacortesFamily.org