Information For Advisors
It is always appropriate to consult with your professional advisors when considering an estate gift. The following information can help your advisor facilitate any gift you might wish to make:
Legal Name: The Willows Foundation, Inc.
Address: 23871 Willows Drive
Laguna Hills, CA 92653
Phone: (949) 586-5220
Website: www.thewillowscommunity.org
Brokerage Information
The Willows gratefully accepts gifts of publicly traded securities. In general, donating securities in appreciated positions will help maximize an individual’s tax benefit, as the associated charitable income tax deduction is typically based on the full fair market value of the security. No capital gains tax would be payable by the donor or The Willows.
For more information about gifts of securities or to request brokerage information for The Willows, please contact Deonna Heath at marketing@ewillows.org or (949) 586-5220.
Recommended Language for Bequests and Testamentary Gifts:
Sample language for a specific bequest to The Willows through a will or living trust:
“I give to The Willows Foundation, Inc., 23871 Willows Drive, Laguna Hills, CA 92653, tax identification number 95-2078512, a California non-profit corporation, the sum of $_______ [or ______% of my estate; or the property described herein], for The Longevity Fund”
Sample language for a residuary bequest to the Willows is:
“I give to The Willows Foundation, Inc., 23871 Willows Drive, Laguna Hills, CA 92653, tax identification number 95-2078512, a California non-profit corporation, all [or ____%] of the rest, residue, and remainder of my estate, both real and personal, for The Longevity Fund”.”
Beneficiary Designation
A person wishing to support The Willows through a retirement plan, IRA, or life insurance policy, should request a Beneficiary Change Form from his/her company or plan administrator. Beneficiary Change forms are typically available online. Please indicate the desired gift amount or percentage and return/submit the completed form.
Other Arrangements
The Willows also encourages estate gifts through other arrangements, including Charitable Remainder and Charitable Lead Trusts. However, The Willows prefers not to serve as Trustee for these gifts.
Purpose of Gift
People who make estate or outright gifts may designate their gift for a specific purpose. Examples include:
General Fund – Gifts to this fund will be utilized currently to support area(s) of greatest need at The Willows
Living Generously Fund – This fund is available when there is a short-term need to support a community member or provide activities that enhance the sense of belonging and purpose
Independence Fund – This fund is used primarily to pay for transportation outside of the community to attend church services, and to provide access to shopping, local community events and excursions
General Endowment – Endowment funds will remain permanently invested, with a small percentage allocated annually to support our community
Contributions to the General Fund or General Endowment could fund capital improvements which help maintain and beautify our residential community, our food program, transportation needs and more.
Please contact Deonna Heath at marketing@ewillows.org or (949) 586-5220 for more information about these options.
Thank you!
The Willows created The Giving Forward Society to honor and recognize those who remember us with an estate gift. This provides us with an opportunity to say “thank you” during a person’s life.
We also recognize that some donors prefer to remain anonymous regarding a future estate gift. We will honor and respect these wishes in full. In addition, we also seek the opportunity to share our gratitude for an estate gift whenever possible.
In some cases, a client may allow an advisor to share his/her name with The Willows. In others, an advisor can play a helpful role in forwarding a ‘Thank You’ letter to a client, while still preserving client anonymity.
If your client moves forward with an estate gift, we would appreciate any guidance about the best way to share our gratitude. The Willows places great importance on thanking people for their confidence and generosity, while also respecting their wishes for anonymity in every instance.
If you have any questions at all, please contact our Marketing & Development Director marketing@ewillows.org