Planned Giving

Options for Planned Giving Include:

Bequests
Making a gift from your will or trust is simple. A charitable bequest can be a specific dollar amount, a percentage of your estate, or what remains after other bequests are made.

Charitable Remainder Trusts
Charitable remainder trusts appeal to donors with appreciated assets such as real estate or securities. They allow you to receive income (or provide income to another person) for life with the knowledge that the funds remaining when the trust terminates will be used to support our endowment.

Charitable Gift Annuities
Charitable gift annuities guarantee you (or someone you name) a certain fixed income for life. At the death of the last annuity recipient, assets will be used to support our endowment.

Life Insurance
Life insurance can be used as a charitable asset, thereby enabling you to be eligible for a charitable tax deduction based on the current value of the paid-up policy. Or you can support our endowment by making it the beneficiary of part or all of the insurance proceeds.

Retirement Fund Assets
Donating retirement funds assets from qualified plans or IRAs upon your passing, are ideal for charitable giving purposes because these assets are often heavily taxed. This option offers an opportunity to avoid income and estate tax.

Qualified Charitable Distribution from IRA During Lifetime
For donors 70 1/2 or older, annual lifetime distributions up to $100,000 directly from one's IRA custodian to a public charity (some exclusions apply) are easy to do and those amounts can count toward the donor's required minimum distribution without the donor having to claim income.

IRA Worksheet Tool: Download Now
IRA Rollover: Download Now
Bequest Notification Form: Download Now
Will Writing Workbook: Download Now 

Try Free Will

  1. No bequest to Women's Fund of Rhode Island is necessary or expected to use the Free Will tool and we won't be notified if you choose to use it, unless you share that information with us
  2. If you choose to include a bequest through Free Will to Women's Fund of Rhode Island, when you get to the “Charity” portion of the will flow (about 1/3 of the way through), select “Other” in the bottom right
  3. Enter in Women's Fund of Rhode Island’s Full Legal Name & EIN (we will provide the number upon request)
  4. Tell us about it! You'll be included in our signature Simone's Circle Planned Giving Society when you include us in your will 

Please contact Kelly Nevins, WFRI Chief Executive Officer, about your options for making a planned gift. 

Plan Your Impact

Your Gift

How You Make the Gift

Your Benefits

Will or Living Trust

Work with your attorney to add a gift to the Women's Fund of Rhode Island in your will or living trust.

· You don't have to part with assets today.

· Enjoy flexibility to change your gift as your circumstances change.

Beneficiary Designations

Designate the Women's Fund of Rhode Island as beneficiary of a percentage of your retirement plan, savings or brokerage account, or life insurance policy.

· You can pass retirement assets to Women's Fund of Rhode Island tax-free.

· Retain the ability to adjust your wishes at any time.

Gifts from Your IRA

If you are 70.5 or older, you can transfer any amount up to $100,000 per year to a nonprofit such as Women's Fund of Rhode Island.

· You pay no income taxes on the gift.

· If you are at least 72 years old and have not yet taken your required minimum distribution for the year, your gift can satisfy all or part of that requirement.*

· You get to see the impact of your gift today.

Donor Advised Funds

Use your Donor Advised Fund to support Women's Fund of Rhode Island. You can recommend grants go to Women's Fund of Rhode Island and/or name us as a beneficiary of your fund after your lifetime.

· Simplify your giving.

· You qualify for an income tax charitable deduction when you make a gift to your fund.

Personal Property or Securities

Donate stock, securities, or real estate you've owned for longer than one year. Contact us for details.

· Eliminate any capital gains tax on property or securities that have increased in value.

· You qualify for an income tax charitable deduction on the gift when you itemize.

We’d love to see you inside Simone’s Circle

We’d love to see you inside Simone’s Circle, our legacy society named after our founder, Simone Joyaux. 

To enroll, simply include in your will a charitable gift for the Women’s Fund of Rhode Island and let us know. Any size gift in your will qualifies you for membership in the society. We will acknowledge your gift immediately and automatically enroll you.

Of course, we will also assure your privacy, if you wish your gift to remain anonymous.

Wfri