With planned giving, you can provide lasting support to Crossroads for Women while receiving personal financial benefits.
A charitable bequest is one of the easiest ways to make a planned gift.
You can create a bequest of any dollar amount, gift specific property, or designate a percentage of your estate in your will or trust plan.
If you are preparing a will or trust, ask your estate planning attorney to include Crossroads for Women as a beneficiary. If your will is up-to-date, your attorney can prepare a simple addendum to add Crossroads for Women as a beneficiary.
The value of your bequest can reduce your estate and the associated estate taxes. There is no limit on the amount of the bequest.
You can also make a planned gift of your retirement assets.
If you wish to make a gift of your retirement assets [401(k), 403(b), pension or other tax-deferred plan], this is typically done by filling out a beneficiary designation form provided by your plan advisor.
Crossroads for Women will benefit from the full value of your gift because your assets will not be taxed at your death. Your estate will benefit from an estate tax charitable deduction for the gift.
Request more information about planned giving!
This information is not intended as tax, legal, or financial advice. Gift results may vary. Consult your personal financial advisor for more information specific to your situation.