GratitudeAmerica Financial Information

GratitudeAmerica, Inc. is a 501 (c)(3) nonprofit organization and donations are tax deductible to the greatest extent allowable by law. Contributions to GratitudeAmerica are tax deductible for state and federal income tax, gift, and estate tax purposes.

The below information represents the financial information for our organization’s last fiscal year. Please contact Executive Director John November for additional financial information.

Planned Giving

Leave a legacy filled with gratitude for our military veterans, their families, and the families of the fallen through GratitudeAmerica’s planned giving program. When considering what giving strategy fits your personal situation best, here are some possible giving methods to consider:

  • Send a donation to GratitudeAmerica through your estate planning documents by naming GratitudeAmerica in your will for a specific amount or percentage share of your estate.
  • Name GratitudeAmerica as the beneficiary of your estate after expenses and gifts to loved ones are provided.
  • Name GratitudeAmerica as the beneficiary of an existing or new life insurance policy. If GratitudeAmerica is named as the owner and beneficiary of the insurance policy, your premium payments may even be tax-deductible.

If you have made a planned giving gift to GratitudeAmerica, please forward a copy of your planned giving documents to:

GratitudeAmerica
Attn: John November, Executive Director
P.O. Box 16956
Fernandina Beach Fl 32035

Tax ID: 45-3969258

Sample language you or your lawyer may want to consider when writing your bequest to GratitudeAmerica is below. Please note these are suggestions to serve as a guideline and do not substitute for professional legal counsel. As always, GratitudeAmerica suggests consulting a legal advisor when drafting a will or making changes to your planned giving arrangements as this individual can provide specific advice about the most appropriate way to support GratitudeAmerica through planned giving. If you have any questions, please contact John November at jnovember@gratitudeamerica.org

Bequest Sample Language

An Unrestricted Gift

I give and bequeath to GratitudeAmerica, a 501(c)(3) nonprofit corporation headquartered in Fernandina Beach, Florida, the sum of $_____ (or__ % of my estate; or the property described herein) for its general purposes.

 A Restricted Gift*

I give and bequeath to GratitudeAmerica, a 501(c)(3) nonprofit corporation headquartered in Fernandina Beach, Florida, the sum of $____ (or % of my estate) to be used for its general purposes (or specify purpose). If in the opinion of the board of directors of GratitudeAmerica, the income or principal cannot be used for the purposes described herein, they may use the principal or income or both for a different but related purpose that best serves the intent of the bequest.

*GratitudeAmerica requires a minimum gift of $10,000 for a restricted request. Please consult with GratitudeAmerica staff prior to making any restricted gifts.

 A Gift of Proceeds from the Sale of Real Property*

I give and bequeath to GratitudeAmerica a 501(c)(3) nonprofit corporation headquartered in Fernandina Beach, Florida the proceeds from the Sale of my real property located at **** ***** Street, **********, FL 32*** for its general purposes. 

*Please consult with John November at GratitudeAmerica prior to making any gifts of proceeds from the sale of real property to ensure that WWP is capable of accepting this type of gift.

A Gift of Proceeds from the Sale of Personal Property

I give and bequeath to GratitudeAmerica, a 501(c)(3) nonprofit corporation headquartered in Fernandina Beach, Florida the proceeds from the sale of my ********** and ***** (i.e. jewelry) for its general purposes.

 Pooled Income Funds

This type of donation comes from co-mingled funds of numerous donors. The interest earnings of the fund are allocated to various charities according to the pro rate shares of each donor. Each member of the co-mingled fund is required to execute a trust agreement. Upon the death of the donors, the value of the share is removed from the fund and transferred to the charity.

Request for Anomynity

GratitudeAmerica understands that some donors desire to remain anonymous. If you have made a planned giving gift and wish to remain anonymous, please let us know by contacting John November at jnovember@gratitudeamerica.org.