Deepwood Foundation would be honored to work with you and your financial advisor on establishing a planned gift that is beneficial for you, your loved ones, and your philanthropic goals. Below are some of the options available to leave a legacy gift to the Foundation to ensure operation for years to come.
Legacy Giving Options
Bequest by Will
Keep it simple with a bequest to Deepwood Foundation in your will. This is the most straightforward means of providing for the future of the Foundation.
IRA or Qualified Plan
Naming Deepwood Foundation as the beneficiary of retirement assets is one of the most effective ways to include philanthropy in an estate plan.
Charitable Remainder Trust
A charitable remainder trust allows donors to provide for multiple beneficiaries and receive an income tax charitable deduction today while benefitting Deepwood Foundation and their other favorite nonprofits in the future.
Life Insurance
Life insurance policies are a unique planning tool. Donors can name Deepwood Foundation as a beneficiary to their existing policy or create a new policy for their philanthropic legacy.
Charitable Gift Annuity
A charitable gift annuity allows donors to receive income for their lifetimes in exchange for a gift today that will provide future benefits to Deepwood Foundation.
Charitable Lead Trust
Assets transferred to a lead trust pay income to Deepwood Foundation annually for a term of a set number of years or life. The remainder is typically paid for the benefit of donors or their heirs.