Giving Methods

• Cash Gifts

  Every dollar you give outright to support our work is tax deductible. An outright gift may be made in the form of cash, checks, or credit card transactions.

• Appreciated Assets

  Giving appreciated assets to the Women's Foundation is easy and beneficial to both you and the Foundation. Usually, a sale of appreciated securities results in a tax on your full gain - meaning that you keep only part of the profit. But if appreciated securities are given to the Women's Foundation, there is no tax on your gain, even though your "profit" is counted as part of your charitable deduction.

  Gail Giclas of SmithBarney is our Investment Advisor. She is committed to making transactions efficient. To give a gift of stock:

  1. Wire it directly to us by giving your broker the DTC # 0418, and account # 633-08646-19-039.
  2. Mail or deliver it to Gail Giclas at SmithBarney 5255 E. Williams Circle Suite 5000, Tucson, AZ 85711.
  
  Do not sell your stock prior to giving it to the Women's Foundation - give it directly to the Foundation to avoid taxes. Further instructions are available from the Foundation office.

• Bequest

  A bequest is a gift that is made through one's will. Many people wish to provide both for their families and for charities such as the Women's Foundation. With a gift through your will (or living trust), you retain full use of your gift property during your lifetime.

• Charitable Remainder Trust

  Charitable remainder trusts are arrangements in which you irrevocably place money or property with a trustee, with instructions to pay someone (probably yourself) income, generally for life. The income will be a set percentage of the trust's value, which may change from year to year, or can be a fixed annuity. When the person receiving the income dies, the Foundation receives the remainder.

• Life Insurance

  You can gift your life insurance policy to the Women's Foundation, which will entitle you to a tax deduction, and future premium payments will be deductible. You can also name the Women's Foundation as your beneficiary. Simply contact your insurance company.

• Benefits from IRAs and Pensions

  Your estate can save both income taxes and estate taxes if you make the Women's Foundation a death beneficiary of your individual retirement account, pension, 401(k), or other retirement savings plan. You can also arrange for lifetime income to be paid to a family member after your death, with our benefit coming later, or make the Women's Foundation an alternative or contingent beneficiary.