With just a few words, you can make a huge difference.
It’s true! Your support of Innovia Foundation can last far beyond your lifetime—and it only takes a few minutes to make it happen. Here are two popular ways to make your dedication continue for generations:
1. Include us in your will or living trust.
How do I set it up? Add as little as one sentence (often referred to as “bequest language”) saying you want to support us. With the help of your estate planning attorney or your will-planning website, you can give a specific amount of cash or securities, a piece of property or a percentage of your estate.
What if I need to change it? No problem! You can alter your will or trust whenever you like. Even so, there are great benefits to informing us of your gift: We can ensure that it is used exactly as you wish (just fill out our gift intention form), and you become eligible to join a community of other dedicated givers who make up our legacy society.
2. Name Innovia Foundation as a beneficiary of a retirement account, life insurance policy or commercial annuity.
How do I set it up? Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form or ask how you can change beneficiaries online. On the form, list the percentage you would like us to receive.
What if I need to change it? You can modify beneficiary designations at any time. Review them every two to three years, because your assets may never reach your intended recipients if you did not keep the beneficiary designations up to date.
Let Us Help You Take the Next Step
We would be happy to work with you on making a long-lasting impact through your will or trust or through a beneficiary designation. Contact Innovia’s Gift Planning Team at 509-624-2606 or firstname.lastname@example.org to discuss your options.
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.