We welcome and honor our friends who choose to join our Grameen Foundation Planned Giving Society. Remembering Grameen Foundation in your estate plan perpetuates your commitment to enable the poor, especially the poorest, to lift themselves out of poverty.
- A special certificate of honor recognizing your promised contribution
- A listing in our annual report or anonymity, as you prefer
Make a Bequest to Grameen Foundation through your Will.
A bequest to Grameen Foundation may reduce your estate taxes while helping us continue to fight global poverty. You can specify a specific dollar amount, or designate a percentage of your estate to go to Grameen Foundation. Your Will can be written to benefit both Grameen Foundation and your loved ones or to benefit Grameen Foundation only if your loved ones are already well established.
One simple provision that your lawyer can add to your will would be as follows:
“I give and bequeath the sum of $______ to Grameen Foundation USA, to be used in support of its general charitable purposes.”
If you prefer to leave a percentage of your estate to Grameen Foundation, your lawyer will be able to provide you with appropriate language to suit your unique situation.
Although we generally use bequests where needs are greatest, we are happy to discuss ways you can designate your bequest for a specific purpose or program.
Make Grameen Foundation your Life Insurance Policy Beneficiary.
Millions of people own life insurance policies, but in many cases, the original reason for purchasing the policy may no longer exist. Simply by naming Grameen Foundation the beneficiary of your paid up policy, you can make a generous gift without any loss of income or disruption to other assets.
As with bequests, the amount Grameen Foundation receives from a life insurance policy is generally used where the needs are the greatest, but we urge you to speak with us if you would like us to use it for a specific purpose or program.
Make Grameen Foundation your Retirement Plan Beneficiary.
Simply request a copy of the Change of Beneficiary Form from your IRA or retirement plan administrator. If you wish, include Grameen Foundation for a portion or all of the plan assets that remain at your death. In some tax years, Congress also permits taxpayers to give a portion of their retirement plan assets to charity while they are still alive.
If you are contemplating a gift to Grameen Foundation, a gift of retirement plan assets may be among the most tax-efficient choices you can make. That is because retirement plan assets passing to a charitable organization are received by the organization free of income tax. On the other hand, if an individual were designated to receive the plan assets at your death, the individual would have to pay income tax on a portion of what he or she receives.
Please consider a legacy to support Grameen Foundation’s work. Your future gift offers opportunity to poor people, especially women, who are working hard to provide a better life for their families.
To learn more about the Grameen Foundation Planned Giving Society, please contact:
Robyn MacIntire, Director of Regional Development
Phone: (206) 325-6690 ext.220
Contact by email
Prior to making any estate planning decisions, please speak with your professional advisors about the tax benefits you can obtain by making a gift or bequest to Grameen Foundation or other charities.