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Advisor Tools

Planned Giving Tools for Advisors

Women for Women International is here to support you and your client in your work to find the option that best fits your clients goals and opportunities.

Legal Language and Tax ID

Get the details you need to include us in your planned gift.

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Estate Planning FAQs

Want to learn more about Estate Planning before you speak with an advisor?

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Bequest Information Sheet

A comprehensive guide to what you should include in your bequest.

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Stock Transfer Instructions

We make it easy for you to do a stock transfer with step by step instructions.

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IRA Sample Letter

Instructions to help you create the letter to make an IRA gift.

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Charitable Gift Annuity Ltr

Let us help with a sample letter for a Charitable Annuity gift.

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How Can We Help?

Thank you for your interest in Women for Women International’s legacy giving programs. Please contact us so we can assist with any questions you have.

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