Planned Giving

A planned gift is a means of “leaving a legacy.” It allows contributors to bequest money or assets to help the Iowa Women’s Foundation upon death. Planned gifts become part of the endowment fund, helping to assure that the Foundation's grant-making capability continues to grow. Consult your financial advisor or attorney about making a planned gift part of your comprehensive financial strategies.

Appreciated Securities

Create immediate income for the Iowa Women's Foundation and an immediate income-tax deduction for contributors with a gift of marketable stocks, bonds, or mutual-fund shares.

Gift of Stock

IWF accepts gifts of publicly-traded stocks, bonds and mutual fund shares. Gifts of securities relieve contributors of capital gains taxes and they are allowed a tax deduction for the market value of the security at the time the contribution is made.

Insurance

You can make IWF a beneficiary of stock or a life insurance policy -one you own that no longer serves its original purpose, one that names the IWF a contingent beneficiary or one you buy to specifically benefit IWF.

Life Income Arrangements (Trusts)

Contributors may establish deferred giving arrangements to provide an income to the donor and /or a second beneficiary throughout your lives. Contact IWF to make arrangements.

Charitable Lead Annuities and Unitrusts

Contributors may transfer assets to their heirs to establish a charitable lead trust. Contact IWF to make arrangements.

Legacy Gifts / Bequests

You can make a deferred gift in support of Iowa's women and girls by designating IWF a beneficiary of your will, trust or life-insurance policy. Contact IWF to make arrangements.

For assistance in making a gift or a planned gift to the Iowa Women's Foundation, please contact the IWF office. This information is not intended as legal, tax, or investment advice. Please consult an attorney, tax professional, or financial advisor for such advice.

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