Planned Giving

Lifewater’s Legacy Water program is designed to help those who want to explore creative ways to make the most of their gifts over their lifetime and beyond.  Many of these planned gifts offer substantial tax benefits and have little effect on your current budget. Even if times are tight, you can still make a significant difference.

When people hear the term “planned giving”, they often think of bequests, and we are happy to provide any assistance we can to help you ensure a portion of your estate goes to help people get safe water when you pass on. We can also provide you with the tools to do things like set up charitable trusts and charitable gift annuities, which provide income for you (or a designee) for a term of years or life, with the remainder going to another designee. We can even help you turn securities, retirement accounts, and life insurance policies into instruments that work for both you and those in need.

We always recommend that you seek professional advice from your attorney or accountant concerning the details of these gifts, and we will be offering more information in the next few months. Please contact Lifewater staff Sada Andrews or call (888) 543-3426 if you are interested or have any questions about Legacy Water. We would love to help you make the most of what you have.