Your Gift Brings You Closer
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You want to leave money to Innovia Foundation in your will. You want Innovia Foundation to manage a fund you establish to accomplish your charitable goals. You also want the flexibility to change your will in the event that life circumstances change. And, you want the flexibility to change your fund in the event your charitable interests change.
You can do it all with a fund at Innovia Foundation.
In one simple statement you can complete your gift. This type of donation to Innovia Foundation in your will or living trust, helps ensure that your charitable interests are supported for years to come.
An Example of How It Works
Meet Tom and Martha. When they got married and created a will, they included a $75,000 gift to Innovia Foundation. They planned their future fund at Innovia Foundation to support several organizations. Over the years, they learned about many additional organizations they would like to support. Without the legal expense of changing their will, they can easily modify their fund to add organizations or define a broad area of interest for their fund.
As their family grew to include three children, Tom and Martha decided to revise their gift to ensure their children’s future financial security. They met with their attorney and revised the gift language so that Innovia Foundation received a percentage of their estate, instead of a specific amount.
Tom and Martha now rest easy knowing their plans will provide for the people and charitable work they love.
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- Contact PJ Watters at 509-624-2606 or email@example.com for additional information on bequests or to chat more about the different options for including Innovia Foundation in your will or estate plan.
- Seek the advice of your financial or legal advisor.
- If you include Innovia Foundation in your plans, please use our legal name and federal tax ID.
Legal Name: Innovia Foundation
Address: 421 West Riverside Avenue, Suite 606, Spokane, WA 99201-0405
Federal Tax ID Number: 91-0941053
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. 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. 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. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.