Frequently Asked Questions

• I am unable to make a current gift, but I'd still like to support Life’s WORC in the future. Any ideas?

  An easy and low-cost way to make a gift to Life’s WORC is to include the organization in your will or revocable trust. Gifts by Will are a major source of endowment support for Life’s WORC. Each individual legacy contributes to our financial strength and ability to meet the needs of the people we support. If you have not already done so, please consider putting Life’s WORC in your will or revocable trust. See our Bequest Language page for samples of how to do this. You can also designate Life’s WORC the beneficiary of Life Insurance, annuities, or Retirement-Plan Benefits.

• What asset should I use to make my gift?

  While cash or a check is a simple way to make a gift, you might want to consider the following:

  Gift Type	Possible Benefits
  Cash	Current income-tax deduction
  Appreciated securities, such as stocks, bonds, or mutual funds	Elimination or reduction of capital-gain tax Current income-tax deduction Generate income
  Transfer of residential, commercial, or undeveloped real estate	Elimination or reduction of capital-gain tax Income- and estate-tax savings Generate income Relief from management
  Donate an interest in closely held or family business stock	Reduce the cost of passing the business to heirs Income- and estate-tax savings Generate income
  Give us tangible personal property like art, books, or collectibles	An income-tax charitable deduction
  Make our institution the owner and beneficiary of life insurance or annuities	Income- and estate-tax savings

   

• Can I direct how Life’s WORC will use my gift?

  Many donors direct that their gifts be used to fund programs, support specific residences, or remember a loved one. Please be sure to discuss this when you make your gift.

• Why should I consider a gift to Life’s WORC?

  Gifts are made for many different reasons. Often gifts are made:

  • To express gratitude for the care your loved one receives or received.
  • To honor a loved one.
  • To ensure Life’s WORC will remain a vibrant and strong organization to support people with intellectual and developmental disabilities and autism for years to come.
  • To help Life’s WORC provide the very best in care to the people we support, regardless of their finances.
  • To celebrate a special occasion.

Please contact Life’s WORC Planned Giving and Trust Services for more information.