Bob Holmes’ late mother, Lorraine Holmes, made generous gifts to Wayfinder because she was keenly interested in helping people with vision loss. Bob has continued his mother’s legacy by supporting Wayfinder’s work for more than 30 years. Now, Bob and his wife, BJ, are leaving their own legacy by including a bequest to Wayfinder in their estate plan.
“I’m blessed,” says Bob. “I’ve worked hard and want to pass some of that along.” Their decision to make a planned gift grew out of practical considerations. “We thought, let’s get serious,” says Bob. “We’re not spring chickens anymore. Let’s act like adults and do an estate plan.” Bob and BJ wanted the assurance of knowing their wishes would be honored, rather than making their family guess the couple’s desires.
In addition to honoring the legacy of Bob’s mother, Bob and BJ have confidence in Wayfinder. “We felt it was a good, reputable, established organization,” Bob says.
Bob and BJ aren’t restricting their gift to a project. Bob’s giving philosophy is, “If you feel comfortable with a charity, give money with no strings attached.” He points out that unglamorous—but crucial— overhead expenses make unrestricted gifts so important, such as electricity, finance staff and human resources.
“Our unrestricted gift is to be used as Wayfinder’s management sees fit,” Bob says. “It’s an affirmation of my confidence in them.” But most of all, “We’re grateful to be able to help people who need assistance,” says Bob.
Five easy ways to leave your own Wayfinder legacy:
- In your will, name Wayfinder Family Services/Junior Blind the beneficiary of an amount or percentage of your estate.
- Designate Wayfinder/Junior Blind as a partial or full beneficiary of your retirement plan.
- Make Wayfinder/Junior Blind a full or partial beneficiary
of a life insurance policy, appreciated securities, or real estate.
- Name Wayfinder/Junior Blind as a full or partial beneficiary of your donor-advised fund. Your annual contributions can also be made from your donor-advised fund.
- Make Wayfinder/Junior Blind the “pay on death” beneficiary of a certificate of deposit, bank account, or brokerage account.
Questions? Contact Randy Sprabary at (323) 295-4555, ext. 220 or firstname.lastname@example.org
July 8, 2020