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Planned Giving Tools

Planned Giving Tools

Find guidance on next steps and answers to your questions below. Can't find what you are looking for? Reach out and speak with us. We are here to help every step of the way.

Estate Planning FAQs

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

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Legal Language and Tax ID

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

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Glossary of Terms

Let us help clear up some of the terminology you will encounter while setting up your gift.

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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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Reach out to coordinate with someone from our team. We're here to help every step of the way.

Ramone Headshot Ramone Segree
U.S. Executive Director
Women for Women International
development@womenforwomen.org