Join the Legacy Society
Wayfinder’s Legacy Society honors the generous donors who have included Wayfinder in their estate plans. Benefits include recognition in our annual report and website, invitations to special events and exclusive updates from the Wayfinder CEO.
1. In your will or living trust, name Wayfinder the beneficiary of an amount or percentage of your estate. If you are ready to include a gift to Wayfinder in your estate, you can add this suggested language* to your will or trust:
I give, devise, and bequeath to Wayfinder Family Services, a nonprofit organization located in Los Angeles, California, or its successor in interest, [___% of the rest, residue, and remainder of my estate OR $___ ] as an unrestricted gift to be used for the general purposes of Wayfinder Family Services. Wayfinder Family Services Tax ID: 95-1977659
2. Designate Wayfinder as a partial or full beneficiary of your retirement plan. These assets transfer to Wayfinder tax-free, but your loved ones will pay taxes on distributions from your retirement plan.
3. Make Wayfinder a partial or full beneficiary of a life insurance policy, appreciated securities or real estate.
4. Name Wayfinder as a full or partial beneficiary of your donor advised fund.
5. Make Wayfinder the “pay on death” beneficiary of a certificate of deposit, bank account or brokerage account.
*This is not professional legal or tax advice. Please discuss your situation with your legal and tax advisors.
