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Planned Giving PDF Print E-mail

 To learn more about the options for a legacy gift, please explore our planned giving section:

Assigning a Bequest Through Your Will | Establishing a Charitable Trust | Contributing From a Retirement Plan | Making Women Thrive a Beneficiary of Your Life Insurance Policy |

For more information, please contact Catherine Lahti, Vice President of Organizational Advancement, at 'clahti AT womenthrive DOT org' or 202-884-8971.

Bequest

Making a bequest through a will enables you to designate a contribution while retaining full control of your assets throughout your life. You can bequeath a specific amount of money, a percentage of your estate, or specific property. Your charitable gift also may reduce taxes due on your estate. The wording of a bequest provision will vary depending on the type of gift—see examples below.
Specific bequest:

“I give to Women Thrive Worldwide or its successor organization [specify property or dollar amount].”

Residuary bequest:
“I give to Women Thrive Worldwide or its successor organization [all or a percentage] of the rest, residue, and remainder of my estate.”

Contingent bequest:
“If [primary beneficiary] does not survive me, then I give [cash, specific property or percentage of residue] to Women Thrive Worldwide or its successor organization.”

We encourage you to talk with your legal and tax advisors about the type of bequest that might work best for you. If you’re considering a gift restricted to a particular aspect of our work, please consult with us as well, so that we can make sure your wishes are honored.

If you have already established a future gift to Women Thrive Worldwide, please let us know so that we can thank you.  Please contact Catherine Lahti, Vice President of Organizational Advancement, at 'clahti AT womenthrive DOT org' or 202-884-8971 to learn more.

Contributing Through a Retirement Plan

You can donate all or a portion of your IRA, 401(k), 403(b), Keogh, or other qualified retirement plan to Women Thrive Worldwide, or even make Women Thrive Worldwide a beneficiary of your retirement plan. This type of gift can help you reduce the taxes you pay on retirement savings—giving you more control over your money and the chance to have the greatest possible impact on women and girls.

We encourage you to talk with your legal and tax advisors about whether this is a good option for you.

If you have already established a future gift to Women Thrive Worldwide, please let us know so that we can thank you. Please contact Catherine Lahti, Vice President of Organizational Advancement at 202-884-8971 or 'clahti AT womenthrive DOT org' to learn more.

Contributing Through Life Insurance

A simple way to provide a future gift is to name Women Thrive Worldwide as a first, second, or contingent beneficiary of a life insurance policy. Your estate will receive a tax deduction for insurance proceeds that pass to Women Thrive Worldwide on your death. You also may name Women Thrive Worldwide as both owner and beneficiary of a life insurance policy. This irrevocable gift would entitle you to a tax deduction in the year you make your gift. If your policy is not yet fully paid, you may make tax-deductible contributions to Women Thrive Worldwide to cover future premium payments. Such a gift can be a cost-effective way to make a significant contribution to our work.

We encourage you to talk with your legal and tax advisors about whether this is a good option for you.

If you have already established a future gift to Women Thrive Worldwide, please let us know so that we can thank you. Please contact Catherine Lahti, Vice President of Organizational Advancement, at 'clahti AT womenthrive DOT org' or 202-884-8971 to learn more.

Establishing a Charitable Trust

There are two primary types of charitable trusts, or living trusts, through which you can contribute to Women Thrive Worldwide. One is a charitable remainder trust. This provides you or other beneficiaries you name with a stream of income for life or a period of years. Almost any asset can be used to fund the trust, and it can be tailored to suit almost any financial or estate-planning goal. When the trust terminates, the remainder goes to Women Thrive Worldwide.

By contrast, a charitable lead trust allows you to make a future transfer of assets to your heirs at a significantly reduced gift and estate tax cost, while supporting Women Thrive Worldwide with fixed income during the term of the trust. When the trust terminates, the assets are passed to the beneficiaries you have named.

We encourage you to talk with your legal and tax advisors about the type of trust that might work best for you. If you have already established a future gift to Women Thrive Worldwide, please let us know so that we can thank you.

Please contact Catherine Lahti, Vice President of Organizational Advancement, at 'clahti AT womenthrive DOT org' or 202-884-8971 to learn more.
Last Updated ( Tuesday, 18 November 2008 )
 
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