Planning for the Future Financial
Health of the Women’s Clinic
“Planned Giving,” a powerful way to support the
future of the clinic, is the process of planning a gift
benefiting you, your family, and the causes
you support, now and beyond your lifetime.
Here are some ways we can help sustain the clinic into
the future:
You have many options for
giving, the most popular being through a will, or a living
trust to care for your needs and those of others. Many
people set aside a certain dollar amount to give through a
will. Others leave a percentage of their estate or assets
remaining after their family needs are met. Some donate
possessions, such as a car, a home, or a financial
investment. For others, a living trust meets needs now and
provides gifts later.
A variety of arrangements
are available to meet specific situations. If you want to
explore any of these options, we have an excellent resource
(available by phone to anyone in the U.S.) offering free,
confidential consultations to explore the most effective way
to make your gift. Their informative website also explains
your options. A call to the Planned Giving Center is for
your benefit only. It does not carry any obligations, and no
one else, including us, needs to know about your call unless
you choose to tell us.
You may also wish to consult your own attorney or
financial advisor.
Please feel free to contact
the good folks at:
The Planned Giving Center
The
Community Foundation of Santa Cruz County
Phone:
831-476-GIFT • Website: www.cfscc.org
Stock
donations can save taxes and save lives. If you are planning
to donate to the clinic, and if you own appreciated stock,
it may be advantageous to donate stock instead of cash. Your
donation is potentially deductible at the appreciated level,
but the appreciation is not taxed, giving you a double tax
advantage.
WEN has an account with Morgan Stanley Stock Brokerage
Company, and we have an easy electronic transfer system in
place. If you want to learn more about this or, if you want
to donate stock, please contact us at:
Women’s Empowerment Network
Or you may contact our broker,
Trevor Schwartz,
Financial Advisor
Associate Vice President, Morgan
Stanley
800-726-3232
Trevor.Schwartz@morganstanley.com
As always, of course, you may donate via our secure
Paypal system by clicking on the button below:
Women's Empowerment Network is a non-profit 501(c)(3)
organization. Donations are tax deductible to the full
extent allowed by law. Our taxpayer ID number is:
77-0566997.
Thank you for considering these extra steps toward
helping the people of Mulukukú.
