Ways to Give - A Variety of Options Exist

There are many ways to support The Willows with an estate gift, options that help you balance planning for family and loved ones with a chance to give back.  The following provides a brief introduction:

  • Charitable Bequest – By naming The Willows in your Will or Living Trust, you create a gift today that we will receive only when your estate is settled.  

  • Charitable Gift Annuity - You receive a regular payment for life based on the value of assets transferred to The Willows. After a donor’s death, the assets are retained by The Willows. CGAs offer tax deductions on the lump sum gift and the ensuing annuity payouts.

  • IRA or Retirement Plan – You can name The Willows as a beneficiary of your IRA or workplace retirement plan.  To include The Willows, simply request a “beneficiary change” form from your IRA custodian or Human Resources department, complete the form, and then return it according to their instructions.  Beneficiary change forms are often available online. 

  • Life Insurance – You can name The Willows as the beneficiary of a new or existing life insurance policy.  To include The Willows, simply request a “beneficiary change” form from your life insurance company, complete the form, and return it according to the instructions provided.  Again, most companies make beneficiary change forms available online. 

  • Charitable Remainder Trust – In the right situations, a charitable remainder trust can provide powerful financial, tax, and estate planning benefits.  You donate assets into trust for the eventual benefit of The Willows.  In the interim, the trust pays income to you and/or your designated income beneficiaries. 

  • Charitable Lead Trust – A charitable lead trust can provide support for The Willows, while transferring assets in the future to your heirs with little or no gift or estate tax.  

  • Retained Life Estate – You can donate future ownership of a residence to The Willows, while still retaining the right to live there for the rest of your life.  

Any of these estate gifts could help make a significant impact at the Willows, and we would love to honor your support through The Giving Forward Society

For more information about any of these options, please contact Deonna Heath at marketing@ewillows.org or(949) 586-5220. All inquiries are held in confidence. There is never an obligation to complete any gift.