2 Ways to Make an Impact
Despite the hardships many of us have faced the past year, many people still want to make a difference where they can. But balancing your family’s needs with your desire to help can be difficult.
Luckily, there is a solution: consider making a gift for the future. Many of these gifts don’t require you to part with assets today, ensuring your family has what they need now while also allowing you to make an impact on the future of Innovia Foundation.
Here are a few simple ways you can support Innovia Foundation without parting with assets today:
- Include Innovia Foundation in your will or trust. This is an easy and flexible way to extend your support. You can give a specific amount or leave a percentage of your estate. As little as one sentence in your will is all it takes to complete your gift.
- Name Innovia Foundation as a beneficiary of your retirement plan assets. To make this tax-wise gift, simply contact your plan administrator to request a change-of-beneficiary form or log onto their website to update your beneficiaries.
Be Part of Our Future
When you include a gift to Innovia Foundation in your estate plan, you ensure we can continue our work far into the future. Contact Innovia’s Gift Planning Team at giftplanning@innovia.org or 509-624-2606 to learn more about the impact your gift can make at Innovia Foundation or request language you can use to include us in your will.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. If you do not currently have a professional advisor, please contact our office for a list of current professional advisors. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.