As you may know, there often are significant tax benefits to leaving all or part of your retirement plan to charity.
The first step you will need to take is to contact your plan administrator — either by phone or online — and request a change of beneficiary form; if you are not leaving your plan directly to your spouse, you also may be required to complete a spousal consent waiver form.
The corporate name of our organization is Read to Grow, Inc., and our IRS tax identification number is: 06-1572185. You may be asked to include this information on the form(s).
Once you complete the necessary paperwork with your plan administrator, please notify us of your plans. If you wish your gift to be used for a specific purpose, we would be happy to talk with you confidentially about your plans. Our goal is to be sure that your legacy for our organization is carried out exactly as you intend.
Thank you for considering a long-term approach to your charitable giving. Read to Grow will be all the stronger. The children and families of Connecticut will be stronger, too.
Making a Bequest
Thank you for your consideration of including Read to Grow, Inc. in your will.
Below is suggested sample language to share with your attorney.
“I give (or bequeath) to Read to Grow, Inc., Branford, CT, a non-stock charitable corporation, for the general charitable purposes, the following assets: _____________.”
In many cases, it might make sense to name Read to Grow, Inc., as a percentage beneficiary of your estate; that way your estate plan can reflect your overall intent and goals regardless of valuation fluctuations.
If you wish your bequest to be used for a specific purpose, we would be happy to talk with you confidentially about your plans. Our goal is to be sure that your legacy is carried out exactly as you intend.
Once your plans are in place, please let us know so that we can invite you to join our special events throughout the year.