What to Give

Find out what kind of assets make the best planned gifts. Learn about gifts of cash, securities, and property.

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Types of Planned Gifts

Click on the items below for more information about the common ways to make a planned gift. We are happy to provide more information or calculations related to any of these gift vehicles. We also have a free guide to wills to help you in your estate planning. Please contact us for more information.

BEQUEST

You can make LifeWorks NW a beneficiary in your will, trust, or life insurance policy.Please contact us for language you can include in your will or estate plan.

STOCKS

You can make a donation of stocks or bonds either electronically or by mailing your shares by certified mail.  Please contact us for further instructions.

IRA ROLLOVER

If you are age 70 ½ or older, you can transfer up to $100,000 tax-free from your IRA to LifeWorks NW.

CHARITABLE GIFT ANNUITY

A charitable gift annuity is established through the transfer of cash or other assets to LifeWorks NW. In exchange, we pay you a fixed stream of income for life and the remainder after your death becomes a cash donation to the organization.

 

CHARITABLE REMAINDER UNITRUST

Charitable Remainder Unitrusts begin with the irrevocable transfer of assets to a trustee.  You or your designated beneficiary will receive an annual variable income.  At the end of the trust term, remaining assets are distributed to LifeWorks NW. 

CHARITABLE REMAINDER ANNUITY TRUST

Like a Charitable Remainder Unitrust, a Charitable Remainder Annuity Trust begins with the irrevocable transfer of assets to a trustee. You or your designated beneficiary receive fixed payments for the term of the trust, or for life.  At the end of the trust term, remaining assets are distributed to LifeWorks NW.

CHARITABLE LEAD TRUST

A Charitable Lead Trust begins with the transfer of assets to a trustee. During the term of the trust, payments are made to LifeWorks NW. At the end of the trust period, the remainder is distributed to you, your family members, or another non-charitable beneficiary of your choosing.