Remembering Lifeworks in your will or estate plans is an investment in the future for people with disabilities. Planned gifts of every size make a meaningful difference.
Four Easy Ways to Make a Difference
1. Bequests: Easiest of all, you can make a bequest in your will or estate plan by simply naming Lifeworks as a beneficiary of your estate or as the recipient of a specific percentage of the estate or a dollar amount. Sample language for including Lifeworks Services Inc. in your will or estate plan: “I bequeath to Lifeworks Services Inc. (EIN 41-0907857) at 6636 Cedar Ave S, Suite 250, Richfield, MN 55423”.
2. Retirement Accounts: Name Lifeworks Services Inc. as the beneficiary of a retirement account, IRA, or other asset account. Just complete a beneficiary designation form from your retirement plan administrator and name Lifeworks as the entire, or partial, beneficiary of the retirement plan assets upon your death.
3. Charitable Gift Annuities: This is a contract with Lifeworks in which you provide a gift and in exchange Lifeworks agrees to pay you a fixed dollar amount during your lifetime.
4. Gifts of Real Estate: You can contribute a private residence, vacation home, or farm while retaining the right to live in and use the property during your lifetime. You receive a charitable deduction in the year your gift is made.
For more information, please contact Lori-Anne Williams at 651-587-4267 or firstname.lastname@example.org.