A Future Gift That Helps Carry the Message
For some ACA members, including ACA WSO in their estate plans is one way to give back and help carry the message to future generations.
Planned giving is a personal decision, with no expectation or pressure. WSO can provide basic organizational information and respond with care and respect.
What Happens When You Contact WSO
If you submit the planned giving form, WSO will acknowledge your inquiry and follow up as appropriate.
Submitting the form does not create any obligation. It simply lets WSO know that you would like to share information, ask a question, or receive follow-up.
ACA WSO will respect your privacy and avoid pressure or repeated solicitation.
ACA WSO cannot provide legal, tax, financial, or estate-planning advice. Please consult your attorney, financial advisor, or another qualified professional when making decisions about your estate plans.
Empty Content to keep the accordion close
Does submitting the form create an obligation?
No. Submitting the form does not create a legal obligation or commitment. Estate plans and personal circumstances can change.
What information can ACA WSO provide?
ACA WSO can provide basic organizational information, including legal name, EIN / Tax ID, mailing address, and planned giving contact information.
Am I eligible to name ACA as part of my planned giving?
In keeping with our traditions and concepts, only members of ACA are allowed to include the ACA World Service Organization as a beneficiary. Memorial contribution by friends and relatives not in ACA, regardless of good intentions, cannot be accepted. Our funding must be maintained by our members only.
How should I include ACA in my will or living trust?
As with any estate planning, engaging a licensed estate and probate services will help ensure your planned giving will proceed properly. For the will or living trust, the following wording may help the preparer:
“I hereby give, devise, and bequeath _________ (enter a dollar amount or details of item(s) to be given) to Adult Children of Alcoholics World Service Organization, a California non-profit public benefit corporation organized under Section 501(c)(3), bearing U.S. tax identification number 33-0038377; P.O. Box 811 Lakewood, CA 90714-0811, for its general purposes.“
Where can qualified members include ACA World Service Organization as a beneficiary?
The following information may be required in each to set up a bequest contribution:
Legal name: Adult Children of Alcoholics World Service Organization
Address:
Adult Children of Alcoholics World Service Organization, Inc.
P.O. Box 811
Lakewood, CA 90714-0811
Telephone:
562-595-7831
Tax ID:
33-0038377
Can I designate a particular group or area within ACA/WSO as a recipient for my bequest?
In accordance with our 7th Tradition, any and all donations to ACA cannot be earmarked for specific groups, areas or activities within the organization. Please note that any donations including instructions for distribution must and will be returned.
Will my information be kept private?
ACA WSO treats planned giving information with care and respect. WSO will not publicly recognize or share your planned-giving information without your explicit consent.
What if I have already included ACA WSO in my estate plans?
You may use the form to let WSO know, if you wish. There is no requirement to notify WSO and no pressure to provide documents unless you choose to do so.
Should I send ACA WSO a copy of my will or estate documents?
Please do not send personal legal documents unless WSO confirms the appropriate process for receiving and storing them.
If you would like WSO to keep documentation on file, please contact us first. Please consult your attorney or advisor before sharing estate documents.
ACA WSO Legal Information
Members and advisors may need ACA WSO’s legal information when preparing estate documents.
Legal Name: Adult Children of Alcoholics World Service Organization, Inc.
EIN / Tax ID: 33-0038377
Mailing Address: P.O. Box 811 Lakewood, CA 90714-0811
Planned Giving Contact: [email protected]
Please confirm this information with your attorney, financial advisor, or other qualified professional before completing estate documents.