Become a Member of Our Legacy Society with a Planned Gift
Families Forward has a network of advisors with experience across a range of charitable giving techniques. They are available to provide guidance and charitable gift planning support. If you have any questions or would like more detailed information about this process, please contact us.
A simple form of planned giving is to remember Families Forward in your will. The bequest can be specified as a fixed amount, as a percentage of your estate, as the residual, or as specific items.
Retirement Plans and Life Insurance
You can maximize the impact of your retirement funds or life insurance policy when you name Families Forward as your beneficiary. Because retirement funds directed to heirs are often subject to a high level of both federal and state income and estate taxes, donating your retirement plan to a nonprofit can eliminate these taxes. Simply obtain a designated beneficiary form from your retirement plan administrator and name “Families Forward” as one of your beneficiaries.
Charitable Gift Annuities and Charitable Trusts
Charitable gift annuities allow an individual to retain income during their lifetime, while the principal can be designated to charity. This is a wonderful way for a donor to gain an annual income and generate a tax-deductible gift for Families Forward.
If you are interested in naming Families Forward as a beneficiary in your will, bequest, trust or an estate planning instrument, please consult with your financial advisory or estate attorney.