Planning Your Legacy
You’ve supported Zoe Empowers with your time and money for years. Consider leaving a legacy by structuring a gift through one of these charitable vehicles.
For questions or assistance with planning your legacy, contact Wendy Lee at wendy.lee@zoeempowers.org or (949) 466-7432.
A gift in your will or living trust continues the amazing transformation for these children even beyond your lifetime. Whether you give a set amount or a percentage of your estate, the young people you will touch will be an ongoing legacy of your love.
Beneficiary Designations from Your Life Insurance
Name Zoe Empowers as a full or partial beneficiary of your policy. Simply request a change-of-beneficiary form from your insurance provider. This is often available as a download on their website.
Giving with Your IRA
If you’re 70 ½ or older, you can make donations up to $100,000 from your IRA directly to Zoe and reduce your taxable income. This may also satisfy your required minimum distribution for the year (RMD).
You may also opt to add Zoe Empowers as a beneficiary of your IRA. This can be done by contacting your plan’s administrator.
Gifts of Appreciated Securities
A great way to support an organization like Zoe Empowers during your lifetime and reduce your taxes is to donate appreciated securities. Be sure to instruct your broker to transfer the stock directly to the charitable organization.
Charitable Trusts
A charitable remainder trust allows you to receive an income for a period of time and then leave the remaining balance to Zoe. A lead trust offers the opportunity to support Zoe now and the balance can benefit your family later.
Have a question about legacy giving? Send us a message and we would love to chat with you.
To learn more about our gift acceptance policies, click here.
