Planned Giving

Beneficiary Designations or Bequests

Designate part or all of your IRA and other retirement or bank accounts, or life insurance policies to Women of Purpose dba Women at the Well and make a meaningful gift toward helping us to cast the seeds of the gospel of Jesus Christ in a day and age when it is so desperately needed.

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Women at the Well as part of your estate plan, or you can make a bequest using a beneficiary designation form.

You can include a bequest to Women at the Well in your will or revocable trust, designate Women at the Well as a full, partial or contingent beneficiary of your retirement account, or name Women at the Well as the beneficiary of your life insurance policy.  This can be done in several ways:

  1. You can gift a specific dollar amount or asset
  2. You can gift a percentage of your estate
  3. You can gift from the balance or residue of your estate
  4. You can make a beneficiary designation of certain assets

Donate From Your IRA

Individuals age 72 (or 70 1/2 if you were born before 7/1/1949) are eligible to make a tax-free gift to Women of Purpose dba Women at the Well directly from their IRA called a Qualified Charitable Distribution (QCD). These gifts can lower your taxable income. If you have to take a Required Minimum Distribution, QCDs are one way to reduce the tax liability.

Donate a Gift of Stock

Learn more Donating Stock to Charity | What Are the Benefits? ( about the tax advantage of giving appreciated assets instead of cash.

Contact us about a planned gift

For more information on how to process any of these transactions, contact your tax professional or financial advisor.  Also please contact us prior to making any of these types of donations.

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