Charitable Giving through Estate Planning
The first step in estate planning is getting organized. Use this handy tool to know What You Have and Where to Find It!
Bequest by Will
You can designate a donation or portion of your estate to the Women’s Fund and, in some cases, receive a substantial reduction in federal gift and estate taxes. Learn More.
Name the Women’s Fund as a beneficiary of your IRA or employer-sponsored plan.
Name the Women’s Fund as the sole or partial beneficiary of your life insurance plan.
You may also make the Women’s Fund the owner and irrevocable beneficiary of your life insurance policy – you can either give a paid-up policy or continue to pay premiums. Please consult your financial advisor on the tax benefits of a gift of life insurance. Learn more.
Charitable Gift Annuity
You can make a donation of cash or property to the Women’s Fund now, get immediate tax benefits and ensure that you or a loved one receive fixed quarterly or annual income payments for life. Learn more.
The Women’s Fund is prepared to accept your gift of readily marketable real estate with the help of the Community Foundation for the Fox Valley Region and the Community Real Estate and Personal Property Foundation. Please contact us to discuss your gift.
Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Women’s Fund and is placed into a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Learn more.
Charitable Lead Trust
You can place cash or property into a trust that pays a fixed amount to the Women’s Fund for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Learn more.