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Planned Giving Frequently Asked Questions for Professional Advisors
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What is the federal tax identification number for the American Red Cross?
The federal tax identification number for the American Red Cross Bay Area is 94-3045430.
 
Can the American Red Cross serve as executor for an estate?
Neither the American Red Cross or the American Red Cross Bay Area can serve as executor for any estate due to potential liability and conflict of interest issues.
 
Can the American Red Cross serve as trustee of a charitable trust?
In certain instances the American Red Cross, through its national headquarters, can serve as trustee. Local Red Cross chapters and other operating units are not authorized to serve as trustee. The American Red Cross may serve as trustee at the request of the donor under one of the following conditions:
  • The contribution of cash or marketable securities to the trust is of appropriate value, usually a minimum of $150,000; and the trust provides for an irrevocable remainder interest to the American Red Cross of 100%.
  • The contribution of cash or marketable securities to the trust is of appropriate value, usually a minimum of $250,000; and the trust provides for an irrevocable remainder interest to the American Red Cross of at least 50%.
  • The contribution of real estate to the trust is of appropriate value; usually a minimum of $250,000 and the donor agrees to serve initially as their own trustee. The American Red Cross will then be named the successor trustee of the trust once the property has been sold.
What are the ways in which donors can designate their gifts to the American Red Cross through their wills?
A donor can bequeath a sum certain or a percentage of their estate for either specific or general purposes. The gift can be designated to the American Red Cross Bay Area or to the American Red Cross, click here for Sample Bequest Language for a Will or Trust.
 
How can I notify the American Red Cross about an estate gift?
You may notify our planned giving department at the following address: American Red Cross Bay Area Chapter, 85 Second, 8th Floor, San Francisco, CA 94105, Attn: Bill Ruettinger, J.D., planned giving director.
 
Who can answer the bequest and legacy questions of an executor/trustee?
Please direct inquiries to Bill Ruettinger, J.D., planned giving director, at (415) 427-8989 or ruettingerw@usa.redcross.org.
 
Are the American Red Cross and the local chapters of the American Red Cross separate legal entities?
No. The American Red Cross is one legal entity. It is a tax-exempt organization under section 501(c)(3) of the Internal Revenue Code.
 

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