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Planned Giving

Making a World of Difference for Children in Need

Phyllis Teitelbaum and Tony Lunn

Phyllis Teitelbaum and Tony Lunn have supported Save the Children since they married in 1972.

Tony Lunn and Phyllis Teitelbaum began their philanthropic efforts in 1972 when they first married. At first, they sponsored a child through Save the Children. They'd always been aware of being among the fortunate of the world and decided they'd use their resources to help children who needed help. Over time they researched how to approach development work and expanded to supporting larger programs with Save the Children.

"Deciding not to have children, we wished to support children's long-term prospects in developing countries," Tony says. "Save the Children encouraged us to visit its programs. We initially thought it would be better to donate the money we would spend instead. But we eventually relented. My goodness, that was worthwhile."

He continues, "There's no better motivation than to see the benefits of what can be done with well-planned programs and then to tell others about them." In 1995, the couple visited El Salvador and was impressed. Villagers told them how Save the Children's program staff had changed their lives. One said, "I used to just go out and hoe my maize. But Save the Children opened my head with ideas for crops that would make more money for me and my family."

Another said, "Before Save the Children, my knees were shaking when I went to a government office. But Save the Children staff taught me how to be confident and tell the government that we needed a school and a teacher. And we got them."

Tony Lunn meeting with boys helped by Save the Children

Tony meeting with boys helped by Save the Children near Likhu, Nepal

Since that visit, Tony has journeyed to see health, education and livelihoods programming in Bolivia; the Philippines; Nepal; Bhutan; India and Papua, New Guinea.

Tony and Phyllis have extended their long commitment to Save the Children through planned giving. They've made Save the Children the beneficiary of their IRAs and are planning to leave a sizable portion of the rest of their estate as well. They say, "You don't have to have a fortune the size of Warren Buffett's to think about giving a significant amount of your estate to the less advantaged!"

Invest in Children's Futures

Do you have an important person in your life who connected you with Save the Children and ignited your passion for transforming children's lives? You can honor that shared commitment by giving your gift in tribute of your loved one. Contact the Office of Planned Giving at plannedgifts@savechildren.org or 800.544.4470 to learn more about celebrating your shared values.

eBrochure Request Form

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A charitable bequest is one or two sentences in your will or living trust that leave to Save the Children a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.

an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan

Bequest Language

"I, [name], of [city, state ZIP], give, devise and bequeath to Save the Children, tax ID number 06-0726487, [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."

able to be changed or cancelled

A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.

cannot be changed or cancelled

tax on gifts generally paid by the person making the gift rather than the recipient

the original value of an asset, such as stock, before its appreciation or depreciation

the growth in value of an asset like stock or real estate since the original purchase

the price a willing buyer and willing seller can agree on

The person receiving the gift annuity payments.

the part of an estate left after debts, taxes and specific bequests have been paid

a written and properly witnessed legal change to a will

the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will

A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Save the Children or other charities. You cannot direct the gifts.

An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.

Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.

Securities, real estate or any other property having a fair market value greater than its original purchase price.

Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.

A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.

You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the potential tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.

You fund this type of trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Save the Children as a lump sum.

You fund this trust with cash or appreciated assets—and may qualify for a federal income tax charitable deduction when you itemize. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Save the Children as a lump sum.

A beneficiary designation clearly identifies how specific assets will be distributed after your death.

A charitable gift annuity involves a simple contract between you and Save the Children where you agree to make a gift to Save the Children and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.

Personal Estate Planning Kit Request Form

Please provide the following information to view the materials for planning your estate.