Make a lasting impact tomorrow without affecting your lifestyle today.
Change more lives. Restore more families. Bring more communities together. Make a multiplying impact well into the future by remembering Free Wheelchair Mission in your will.
You can provide the life-transforming gift of mobility for years to come with a gift that doesn't impact your cash flow, lifestyle, or family security. Your thoughtful contribution will make a meaningful, lasting impact and empower people with disabilities to lead more independent lives.
Adding a charitable gift to your will is as simple as making a quick phone call to your attorney. Leave a legacy and join us in making a positive difference in tomorrow's world, today.
If you would like to learn more, please contact Angela Gomez at 949.273.8470 x1208 or agomez@freewheelchairmission.org.
Also, as with any planning considerations, we strongly recommend that you consult your tax advisor or attorney before making any decisions.
We appreciatively accept several legacy giving options:
Gifts Through Wills and Revocable Living/Family Trusts
You can support Free Wheelchair Mission with a gift that doesn't impact your cash flow, lifestyle, or family security.
By designating Free Wheelchair Mission as a beneficiary in your will or trust, your assets remain in your control during your lifetime. You can modify your gift to address changing circumstances. Under current tax law, there is no upper limit on the estate tax deduction for charitable bequests.
The gift may be a specific dollar amount, a percentage of your total estate or one or more specific personal assets from your estate. Additionally, your gift may designate a certain purpose of your choice within Free Wheelchair Mission operations or may simply supplement our general fund.
Contact your attorney regarding steps to add Free Wheelchair Mission to your will.
Securities
Gifts of appreciated marketable securities can be transferred to Free Wheelchair Mission. (See information regarding Stock Transfers here.)
Stock donations have an immediate impact on Free Wheelchair Mission and often provide a tax deduction based on the current value of the gift.
Gifts of Real Estate
A gift of appreciated real estate creates an immediate income tax deduction for the full fair market value of the appreciated asset. Furthermore, you avoid paying capital gains tax on the appreciated portion of the property.
Gifts of Collectibles
A gift of high-value art, antiques, or other collectibles would result in an immediate income tax deduction.
Life Insurance Policy Proceeds
By designating Free Wheelchair Mission as a beneficiary of your life insurance policy, you will provide us the opportunity to continue to support those in need far into the future with little expenditure. You may achieve this by contacting your life insurance company and requesting a beneficiary designation form.
Retirement Plan Proceeds
Gifting all or a portion of your retirement plan benefits is a tax-efficient way to support Free Wheelchair Mission.
The designated portion of the retirement plan gifted to Free Wheelchair Mission would be distributed tax free. If distributed otherwise, your heirs might be subject to income tax and possibly estate tax on the distribution of such assets. Gifting a portion of your plan to Free Wheelchair Mission may result in up to a 70% tax savings. You would still continue to take withdrawals from the plan for your lifetime, with only the remainder of the retirement plan passing to Free Wheelchair Mission.
Request a beneficiary designation form from your plan administrator to accomplish this.
Charitable Remainder Trust
Charitable Remainder Trusts (CRTs) are incredibly beneficial when you are considering the sale of an appreciated asset that would result in paying capital gains tax.
By transferring the appreciated asset (securities, real estate, business interest) to the “tax exempt” CRT, you eliminate the capital gains tax AND you create an immediate income tax deduction.
The CRT is designed to provide you with income for a term of years or for your lifetime. For estate tax purposes, assets in the CRT are not included in your taxable estate, therefore possibly reducing estate taxes.
IRA Rollovers
You can make a tax-deductible donation to Free Wheelchair Mission directly from your IRA.
Individuals subject to the annual Minimum Required Distribution (MRD) from their IRA must report distributions as ordinary taxable income. However, you can take advantage of a simple way to fund the gift of mobility and receive tax benefits in return.
You can give up to $100,000 from your IRA directly to a qualified charity such as Free Wheelchair Mission without having to pay income taxes on the money.
Testimonials
The other thing we’ve done is to include Free Wheelchair Mission in our wills. Thinking about how you leave a legacy: the things you’ve done, the life you’ve led, the impact you have on others, on family, friends, community, and humanity at large.
Maggie and Stuart Rattray
Free Wheelchair Mission is a bright spot in the world. The incredible difference they make in the world on individual, community, and global levels, as well as the structures they put in place for continued excellence and longevity, are very evident. The opportunity to continue to support Free Wheelchair Mission after I am gone gives me great joy.
Sharon Lewis
After establishing our charitable fund, we added it to our trust, in our estate plan, to ensure that the organizations we wanted to support in perpetuity would continue. Adding Free Wheelchair Mission into our legacy plan, we felt confident that people will be lifted off the ground and into mobility for many decades to come.
Bob and Val Mohle
I have long had a will and trust, and Free Wheelchair Mission has been included as a beneficiary for many years. When I retired and revised my trust based on the fact that I would now be living on my savings, Free Wheelchair Mission and my church were the two organizations that I knew I would still keep as beneficiaries and would still donate to annually now, as well.
Wendy Isbell
Now that we are retired, we are on a fixed income and wish we could do more and give more to Free Wheelchair Mission. Then, we thought, what if we were to include Free Wheelchair Mission in our wills and give a larger amount in the future rather than a smaller amount today? Legacy Giving is a great way for those of us who are on a budget to leave a legacy and continue supporting this cause that we love.
Gary and Jenean Hill
Learn More About Planned Giving
Read Supporter Stories
A Legacy of Giving
Sharon Lewis has been a faithful supporter of Free Wheelchair Mission since 2010. Over the past 12 years, Sharon has helped raise funds to provide thousands of new wheelchairs to individuals in need in developing countries. Sharon also helps to raise awareness of our mission through participation in events like Miracle of Mobility and the […]
Read More
Inspired to Leave a Legacy
Wendy Isbell first learned about Free Wheelchair Mission about 20 years ago, through a friend who was volunteering to procure donated items for a silent auction benefitting our work.“Since then,” Wendy told us, “by countless ‘coincidences’ and inspiring stories of people getting off the ground and into wheelchairs, it has become clear to me that […]
Read More
A Legacy of Giving
Sharon Lewis has been a faithful supporter of Free Wheelchair Mission since 2010. Over the past 12 years, Sharon has helped raise funds to provide thousands of new wheelchairs to individuals in need in developing countries. Sharon also helps to raise awareness of our mission through participation in events like Miracle of Mobility and the […]
Read More
Inspired to Leave a Legacy
Wendy Isbell first learned about Free Wheelchair Mission about 20 years ago, through a friend who was volunteering to procure donated items for a silent auction benefitting our work.“Since then,” Wendy told us, “by countless ‘coincidences’ and inspiring stories of people getting off the ground and into wheelchairs, it has become clear to me that […]
Read More