Planned Giving / Legacy Society — 6 Vehicles

6 pages in this category

• Bequest in Will / Trust
  Designate Wounded Warriors in your will or revocable living trust.
• Retirement Account Beneficiary (IRA / 401(k))
  Name Wounded Warriors as beneficiary of a percentage of your IRA / 401(k) / 403(b) / TSP.
• Life Insurance Policy Beneficiary
  Name Wounded Warriors as a beneficiary on an existing or new life insurance policy.
• Qualified Charitable Distribution (QCD) from IRA — age 70½+
  Direct transfer from your traditional IRA to Wounded Warriors. Counts toward your RMD.
• Charitable Remainder Trust (CRT)
  You transfer assets to a trust, receive income for life (or a term of years), and the remainder passes to Wounded Warriors at death/term-end.
• Charitable Lead Trust (CLT)
  Inverse of a CRT — Wounded Warriors receives income for a term of years, then the remainder passes to your heirs.

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