Help Secure the Future of Greek America
The Greek America Foundation is a New York City-based 501(c)(3) nonprofit organization. A planned gift is one way to help sustain the Foundation’s cultural, educational and philanthropic work for future generations.
Planned gifts may support the Foundation’s endowment and other long-term priorities. Because every donor’s circumstances are different, we encourage you to discuss the options below with your legal, tax and financial advisors and to contact the Foundation before directing a restricted or non-cash gift.
The Greek America Foundation does not provide legal, tax or investment advice. Acceptance and use of every gift remain subject to the Foundation’s policies and review.
Planned Giving and Greek America’s Legacy Society
Since Gregory C. Pappas founded the Greek America Foundation in 1997, the organization has connected philanthropy with education, culture and service. A legacy gift can help carry that work forward without requiring a particular level of income or estate size. What matters is a thoughtful intention to include the Foundation in your long-term plans.
About Our Legacy Society
Supporters who notify the Greek America Foundation that they have included it in a will, trust, beneficiary designation or other planned gift may be recognized as members of Greek America’s Legacy Society.
Recognition can remain anonymous. Contacting the Foundation during your lifetime gives us an opportunity to thank you, understand your intentions and review any proposed restrictions before your documents are finalized.
No disclosure of a gift amount is required for recognition. Planned gifts may be directed to an approved purpose or left unrestricted so the Board of Directors can respond to the Foundation’s priorities at the time the gift is received.
Benefits of Legacy Giving
Legacy giving offers a meaningful way to honor the sacrifices of earlier generations while strengthening Greek culture, education, philanthropy and service for those who follow.
- Help sustain the Foundation’s mission over the long term.
- Share how you would like your future gift to be recognized or used, subject to the Foundation’s gift-acceptance policies.
- Receive recognition during your lifetime if you wish, or remain anonymous.
- Encourage others to consider the impact of their own legacy.
Tax treatment depends on individual circumstances and applicable law. Please consult your professional advisors.
How to Give to the Greek America Foundation
Qualified charitable distributions from an IRA
Eligible IRA owners may be able to direct a qualified charitable distribution to a public charity. Eligibility, annual limits and tax treatment can change, so please consult your IRA custodian and tax advisor before initiating a transfer.
Cash
Cash gifts may be made as one-time contributions or as part of a pledge. Please use the Foundation’s current giving instructions or contact us for assistance.
Employer matching gifts
Some employers match charitable contributions made by employees or retirees. Check your employer’s requirements and use the Greek America Foundation’s tax identification number: 81-1672793.
Securities
The Foundation may accept publicly traded securities. Contact us before initiating a transfer so the gift can be identified, reviewed and acknowledged correctly.
Tributes and memorials
A gift may honor a person or commemorate an occasion. When requested, the Foundation can notify the honoree or family while keeping the gift amount confidential.
Planned/Deferred Gifts
Bequests
A bequest may be included in a will or trust as a specific amount, a percentage, particular property or a share of the remaining estate. Your attorney can help determine language appropriate to your plans and jurisdiction.
Beneficiary designations
Retirement accounts, life-insurance policies and certain financial accounts may allow a charity to be named as a full, partial or contingent beneficiary. Contact your account provider and professional advisors for the required forms and current rules.
Life insurance
Some donors choose to name the Foundation as a beneficiary of a policy or propose transferring ownership of a policy. Please contact the Foundation in advance because acceptance depends on the terms and status of the policy.
Real estate and other non-cash property
Proposed gifts of real estate or other non-cash assets require advance review. Do not transfer ownership before the Foundation confirms that it can accept the asset.
Important notice
This page provides general educational information and is not legal, tax, accounting or investment advice. Consult qualified professional advisors before completing any charitable gift. Please contact the Foundation for its current legal name, address and gift instructions before signing final documents.
Income-Generating Gifts
Some donors consider charitable remainder trusts or other arrangements designed to provide income before the remaining assets pass to charity. These are complex, irrevocable instruments that must be developed with qualified legal, tax and financial advisors. Contact the Foundation before naming it in such an arrangement so that the proposed gift can be reviewed.
Through planned giving, supporters can help sustain the Greek America Foundation’s cultural, educational and philanthropic mission. Future gifts may support volunteer service through Greek America Corps, humanitarian work through Project Hope for Greece, cultural initiatives and other approved priorities.
Your investment in the Greek America Foundation can create an enduring legacy for Greek America.