A child and an adult hold a plant in soil in their hands. Their hands are cupped together and the child's are on top of the adult's.

Planned Giving

Leave your lasting legacy to generations of children, youth, adults and families facing some of the greatest challenges by remembering Wayfinder Family Services in your estate plans.

With a planned gift to Wayfinder, you can contribute during or after your lifetime, while meeting your current income needs and providing for your heirs. Planned gifts are often made in conjunction with estate planning and are viable options for supporters of all income levels.

Planned gifts offer Wayfinder sustained, long-term financial support, so that we may continue our critical programs for decades to come. In fact, much of our success is due to the generous support of donors who provided for Wayfinder in their estates.

Thank you for your support!

Charitable bequests in a will or trust are the easiest, most popular type of planned gift. You can make a substantial contribution without reducing the assets available to you during your lifetime.

All you need are a few sentences in your current will or revocable living trust. Please see Wayfinder Family Services’ sample wording below:

I bequeath to Wayfinder Family Services/Junior Blind, a 501(c)3 organization with tax identification number 95-1977659, a gift of:

$ __________(insert dollar amount), or
___________ (insert percentage) percent of my estate, or
the following real property located at ________________________ (insert address of real estate), or
the following (bank, stock, life insurance, IRA) account: ____________, or
the rest, residue and remainder of my estate.

If you’ve already prepared your will, your attorney can easily include Wayfinder Family Services as a beneficiary by adding a codicil.

Please let us know if you are remembering Wayfinder Family Services in your will or trust. This information helps us plan for the future and enables us to honor you as a member of Wayfinder’s Legacy Society.

Beneficiary designations are an easy, effective way to support Wayfinder Family Services.

Retirement Account

You can easily name Wayfinder Family Services as a beneficiary of all or a portion of your IRA or other retirement accounts by filling out a beneficiary designation form. The funds that come to us through these accounts are tax-free for your heirs and your estate.

Life Insurance

Much like retirement accounts, you can also name Wayfinder Family Services as the beneficiary of all or a portion of your life insurance policy. You can donate an existing policy or buy a new policy to donate. Any benefits Wayfinder Family Services receives from your insurance are excluded from your taxable estate.

With a charitable gift annuity, you can support Wayfinder Family Services and receive a fixed lifetime income. Charitable gift annuities are easy to establish and have many benefits:

An immediate income tax deduction for a portion of your gift.
Lifetime income for you, paid quarterly or annually. A charitable gift annuity pays a higher rate than a bank CD or money market account and, once established, the rate never changes. A portion of each payment is tax-free.
Reduced capital gains tax on the increased value of your investment if you fund your charitable remainder trust with appreciated stock. A charitable gift annuity also eliminates all gift and estate taxes associated with the funds you give Wayfinder.

Single Beneficiary Age	Payout Rate
60	5.2%
65	5.7%
70	6.3%
75	7.0%
80	8.1%
85	9.1%
90+	10.1%

With a charitable remainder trust, you can support Wayfinder and receive income each year for the rest of your life from assets in your trust. Depending on your preference, your income can be either a variable or fixed amount. After your lifetime, the remaining principal in the trust goes to Wayfinder.

Benefits of a charitable remainder trust include:

An immediate income tax deduction for a portion of your gift.
Increased income when you give to a trust designed to pay out more than you now earn on the assets you will contribute.
Reduced capital gains tax on the increased value of your investment if you fund your charitable remainder trust with appreciated stock. A charitable remainder trust also eliminates all gift and estate taxes associated with the funds you give Wayfinder.

The 2017 tax bill may impact the benefits described here. Please consult your tax professional.

Program Areas

Interested in Making an Estate Gift?

Wayfinder's Legacy Society

Your Gifts Change Lives