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The term planned gift refers to a gift of significance, one that requires a bit more planning than other charitable gifts. It implies that you are planning for the future. Questions to consider might include: What do I wish to accomplish with my gift? What are my charitable goals?
There are many planned giving options from which to choose. For example, you can make a significant gift to Goodwill-Easter Seals Minnesota by naming Goodwill-Easter Seals as a beneficiary of your will, life insurance policy or retirement plan. Click here to find examples of specific language that you may use to name Goodwill-Easter Seals as a beneficiary of your will.
You can also name Goodwill-Easter Seals as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs.
Depending on your stage in life, a gift annuity might be an attractive option. You may be able to make a gift of significance to Goodwill-Easter Seals while retaining a monthly, quarterly or annual income for life.
Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you.
Please consider letting Goodwill-Easter Seals know of your plans. In addition to offering help while determining your goals, it helps Goodwill-Easter Seals with long-term planning and it allows you to determine the level of engagement you wish to have with the organization. We understand that this is a big decision. You deserve to be happy with it.
If you, your attorney or financial advisor have any questions, please do not hesitate to contact us. No sales pitches – just honest answers. We want you to achieve your goals.
Common planned giving questions
The Legacy Society
The Legacy Society recognizes those who have chosen to support Goodwill-Easter Seals Minnesota through their wills, estate plans or life income arrangements. Your participation in the Legacy Society helps build strong families and communities – many jobs into the future.
Consider letting us know of your plans.
Director of Development
If you prefer, mail your gift to: