The Willows Giving Forward Society
The Willows created The Giving Forward Society to honor and thank those who remember The Willows with a gift in their estate plans. There are many ways to do this. Some have named The Willows to receive a future gift in their will or living trust, while others have named us as a future beneficiary of a life insurance policy, IRA or charitable trust. A variety of options exist.
Most people like to preserve their full control over their assets during life, protecting against future uncertainties. Others may choose to maximize any tax and financial benefits that could result from their philanthropy. It’s all a matter of preference.
In addition, with estate planning, almost everyone will choose to prioritize family and loved ones first, only providing for The Willows after those needs are met. Please know there is tremendous flexibility to accomplish all your wishes in this planning.
Each estate gift, large or small, helps strengthen our Christian Science retirement community in permanent ways. We would love to help you discover how easy this could be.
To learn more, please explore the menu to the left. And if you have any questions, please feel free to contact Deonna Heath at marketing@ewillows.org or (949) 586-5220. All inquiries are held in strict confidence. Please know there will never be any expectation or obligation to complete a gift.