Leave a Legacy
If you are 70½ or older, an IRA charitable rollover is a way you can help support our work and enjoy tax benefits from an IRA charitable rollover gift. Contact your IRA plan administrator to make the gift.
Remembering EngenderHealth in your will, trust, retirement plan, or other long-range financial arrangement is a powerful commitment to help us carry on our mission. It also gives you the satisfaction of knowing that your support for EngenderHealth will continue well into the future.
Please help continue EngenderHealth’s legacy with a legacy of your own.
| Gift Plan | How it Works | Benefits* |
|---|---|---|
| Will | Name EngenderHealth as a beneficiary of your will or trust. Leave a percentage of your estate, a specific amount, or a specific property. You can also leave the remainder of your estate once distribution of specific bequests and other obligations have been made. | Assets are transferred to EngenderHealth upon death; potential estate tax savings for your heirs. |
| Retirement Plan | Name EngenderHealth as a beneficiary on your IRA or qualified retirement plan beneficiary designation form for a percentage of what remains in your retirement plan when the plan ends. | Giving through your retirement account is one of the most tax-wise ways to give. Your retirement assets, an IRA or other retirement account, if left to your family (other than a spouse), will be subject to income tax in addition to any applicable estate tax. With a gift to Engenderhealth, 100 percent of the funds are available for its charitable purposes. |
| IRA Charitable Rollover | Contribute using this vehicle if you are 70 ½ years old or older at the time of the gift. Gifts must go directly from your IRA to EngenderHealth and must come from a traditional IRA or Roth IRA account. Gifts cannot exceed $100,000 per donor. | Gifts can satisfy your required minimum distribution without increasing your income taxes. You will not pay taxes on your IRA withdrawal when given to EngenderHealth. |
| Life Insurance | Name EngenderHealth as a beneficiary of a new or existing life insurance policy. You can also give your paid-up policy to EngenderHealth. | Future support at little cost to you and tax savings for your heirs. |
| Charitable Remainder Trust | Your assets are irrevocably placed in trust. | Beneficiaries receive income for life or for the term of the trust. Remaining assets are given to EngenderHealth. |
*Contributors are encouraged to consult a financial advisor or tax professional for charitable contribution information relating to their own financial or tax situations.
Questions?
Contact us at development@engenderhealth.org or +1.202.902.2000 for personalized support.
