Create a Legacy That Reflects Your Values

When you include ALIVE! in your estate plans, you’re making a powerful statement about the kind of future you want for Alexandria: a future rooted in kindness, dignity, and community care.

Planned giving isn’t just about tomorrow — it’s about ensuring that no one has to face food insecurity, housing instability, or crisis alone, today or decades from now.

To learn more or ask questions, contact Michelle M. Lockwood, Development Director, at mlockwood@alive-inc.org or (703) 457-0384.

Ways to Make a Legacy Gift

Choose the giving vehicle that’s right for you.

Will
A will is a legal document that outlines asset distribution after your passing, ensuring your wishes are honored. It allows you to support causes you care about through gifts of cash, stocks, or appreciated assets. Including a charitable gift can leave a legacy and potentially reduce taxes, making a significant impact.

Trust
A trust provides control over asset management and distribution, avoids probate, and simplifies administration. Naming a charity as a beneficiary maximizes impact and potential tax benefits.

A simple bequest in your will or trust allows you to make a meaningful impact—no matter the size of your estate.

Sample Language:
“I give, devise and bequeath to ALIVE!, known by its legal name Alive, Inc., Tax ID# 54-0914017, % of the residue of my estate (or the sum of $__). ALIVE! may be contacted at 2723 King Street, Alexandria, VA 22302, or (703) 837‑9300.”

IRA Rollover
For those age 70½ or older, an IRA rollover allows tax-efficient gifts directly from your retirement account. It fulfills required minimum distributions, reduces taxable income, and supports causes like ALIVE!.

401k and Other Retirement Accounts
Designating a charity as a beneficiary of your retirement account allows you to give highly taxed assets in a tax-efficient way, creating meaningful impact.

A life insurance policy that is no longer needed can become a powerful legacy gift. Naming a charity as a beneficiary transforms your policy into a meaningful, lasting impact.

A Donor-Advised Fund (DAF) simplifies giving by allowing contributions now, providing tax benefits, and recommending grants over time. You may even be able to name a charity as a beneficiary of your DAF.

Charitable Gift Annuity
This option allows you to make a gift while securing a fixed lifetime income for yourself or a loved one. It’s ideal for those planning for financial security in retirement.

Charitable Remainder Trusts
These flexible trusts provide income for you or your loved ones while reserving the remaining assets to support a cause you care about.

Details to Share with Your Advisor

If you are working with an attorney or financial advisor to prepare your estate plans, the information below may be helpful:

Legal and Contact Details

Legal Name: Alive, Inc.
Tax ID Number: 54-0914017
Address: 2723 King Street, Alexandria, VA 22302
Phone: (703) 837-9300
Email: development@alive-inc.org

Sample Bequest Language

“I give, devise and bequeath to ALIVE!, known by its legal name Alive, Inc., Tax ID# 54-0914017, % of the residue of my estate (or the sum of $__). ALIVE! may be contacted at 2723 King Street, Alexandria, VA 22302, or (703) 837-9300.”

What Your Legacy Supports

20,000+ neighbors each month receive food and other supportive services

1.7+ million meals distributed annually through food hubs, home deliveries, and mobile distributions

900+ families each year supported with rent assistance and eviction prevention

280+ homes furnished annually for families recovering from hardship

50+ years of shelter and support for women and families through ALIVE! House

We’re Here to Help

For a personal conversation about leaving a legacy with ALIVE!, please contact:

Michelle M. Lockwood, Development Director, at mlockwood@alive-inc.org or (703) 457-0384.

Important Forms

Legacy Gift Intent Form (PDF)

Gift Acceptance Guidelines (PDF)

ALIVE! has been a part of my life since 1975. I was drawn to its interfaith mission and the way the volunteers served our community. In nearly 50 years, I’ve seen ALIVE! deliver what is most needed to our neighbors. That’s why ALIVE! is in my will.

— Ken D. Naser, longtime volunteer, former Board President, First Executive Director (2005–2014), 1969 Society Member

Be Part of Something Enduring: Join the 1969 Society

Named for the year ALIVE! was founded in the wake of Dr. Martin Luther King Jr.’s 1968 Poor People’s Campaign, the 1969 Society honors those who include ALIVE! in their estate plans.

From a small group of congregations to a citywide movement, our strength today comes from Alexandrians of every background who share one common goal: helping neighbors in need.

As a 1969 Society member, you:

  • Ensure ALIVE!’s programs remain strong and responsive
  • Build a legacy rooted in compassion and dignity
  • Inspire others to give back in meaningful ways

Member Benefits Include: 

  • Quarterly updates on ALIVE!’s work 
  • Invitation to an annual donor recognition event 
  • Guided tour of ALIVE!’s programs and facilities 

Planning Ahead, Together

Already included ALIVE! in your will or other plans? Thank you! By sharing your intentions, you help us plan for the future and honor your legacy with care and gratitude.

Legacy Gift Intent Form (PDF)

Prefer to remain anonymous? We will always honor your wishes with care and confidentiality.

For information about gift types and criteria, see our Gift Acceptance Guidelines (PDF).

Please note: The information on this page is not intended as legal or tax advice. We encourage all prospective donors to consult a qualified attorney or estate planner to understand the full implications of their gift and ensure it aligns with their personal goals.