Planned Giving

Planned giving charitable gifts made as part of your estate planning empowers you to create a lasting expression of your life and wishes. It is your personal legacy for the future, a legacy that continues providing for the concerns closest to your heart, in perpetuity.

Planned giving offers you the peace of mind of knowing that your wishes for the distribution of your assets will be carried out with responsibility, sensitivity, and timeliness. There are many planned giving options:

Wills
One of the simplest means of planned giving is to provide a bequest to Equity Foundation in your will. You can name Equity as the direct beneficiary of assets, a portion or percentage of your estate, or what remains of your estate after your other obligations have been met. You should contact an attorney for assistance in drafting your will. In addition, you may find below suggested language for including Equity in your will.

Life Insurance Policies
You can designate Equity Foundation as the sole or partial beneficiary of your life insurance policy, donate a fully paid policy to Equity and qualify for a tax deduction, or, name Equity as the owner and beneficiary of the policy and take an income tax deduction for the approximate value of the policy at the time of transfer.

Retirement Plans
You can specify Equity as the beneficiary of your pension, IRA, Keough, SPE, or other plan.

Charitable Trusts
You can take advantage of creative and versatile living trusts to provide assets to Equity while retaining full use and benefit of those assets during your lifetime. For example, cash, securities, or real estate can be placed into a charitable remainder trust, which pays annual income to you and/or your loved one for life, then benefits Equity at your death. Such an option can offer attractive tax incentives.

Appreciated Property
You could enjoy a substantial tax advantage by making a gift to Equity of property such as real estate, stocks, or bonds.

If you have Equity in your will, as the beneficiary of an annuity, life insurance policy, or trust please let us know so that we can include you in the Equity Foundation Legacy Society. For more information about planned giving, email lindat@equityfoundation.org.