We know that wealth and generosity look different for every person. It’s not just about the money in your bank account. At Water4, we don’t want to just ask for support “now” and “often,” but to better help you achieve your philanthropic goals by considering creative and long-term forms of giving.
That’s why we formed Legacy Circle. Legacy Circle is our planned giving program that allows donors to add Water4 to their estates and make a bigger impact than they ever thought possible. Planned giving is a flexible giving option for the donor while providing long-term financial stability for the organization. Some gifts result in considerable tax savings, some provide extra income for the donor or their loved ones, some honor people important to the donor, and some do all three!
Even a small planned gift can make a big impact on Water4 while reducing tax liability and having a minimal impact on plans to support a family.
For questions about planned giving, or to let Water4 know of your plans to include us in your estate, please contact Natalie York, CFRE, Relationships & Stewardship Officer at 405-551-8214 or firstname.lastname@example.org. Natalie will work with you alongside legal and financial professionals to ensure you and your trusted advisors are satisfied with the planned gift.https://water4.org/legacycircle/
Your will or living trust is a legal document that should be created with the help of an attorney. The following language may help you and your attorney in preparing your bequest to Water4:
“I give, devise, and bequeath $ _______ (dollar amount, a specific asset, or percentage of my residual estate) in ______ (cash, securities, or other property) to Water4, Inc. (Tax ID #26-3260581) – an Oklahoma nonprofit corporation located at 2405 NW 10th Street Oklahoma City, OK 73107 – for Water4’s general use and purpose.”
Your gift will be unrestricted unless directed for a specific purpose by a separate gift agreement.
If you name Water4 as a beneficiary in your will or estate plan, please share your thoughtful intentions with us. This will allow us to show our sincere appreciation for your generosity, invite you to participate in the Water4 Legacy Circle, and include your support in planning for Water4’s future. Thank you.