Rkia with her colleagues

Leave a Legacy

Support the Global Fund for Women now and in the future through a variety of planned giving options. Join our Anne Firth Murray Circle and leave a legacy that will make a difference in women’s lives for years to come.

Planned gifts benefit both the donor and the Global Fund for Women. The advantages to the donor are many: tax benefits, recognition, and the satisfaction of knowing that you are helping to establish a legacy for the Global Fund for Women. Planned gifts to the Global Fund benefit our grantmaking by providing a reliable, steady flow of income that allows us to make multi-year investments in women’s organizations that need our longterm support.

Please email Janelle Cavanagh if you have any questions regarding legacy giving, or contact her by phone at (415) 248-4800.


Bequests
There are several ways to make contributions through your will.

Life Income Gifts
A life-income-plan gift allows you to make a gift to the Global Fund for Women and receive payments from your gift.

Appreciated Assets
Gifts of assets offer several benefits to the donor.

Retirement Assets
Save your heirs undue tax burdens.

Life Insurance
Its flexibility makes it possible for virtually everyone to make a meaningful gift.


The Global Fund for Women is registered as a nonprofit 501(c)(3) organization.
Contributions are tax-deductible to the fullest extent of the law.

Donate Securities

A charitable gift of securities provides an opportunity for tax savings while generously supporting the Global Fund for Women.

The Global Fund for Women gladly accepts donations of all publicly traded securities. Please contact us to inquire about donating other types of securities and assets.

Sign up here to receive a securities donation form. If you have any questions please contact our Donor Services team at (415) 248-4800 or email Renee Saedi.


The Global Fund for Women has public charity, nontaxable, 501(c)(3) status in the United States. We rely on the annual support of many generous individuals, foundations, and corporations.

Privacy Statement

Retirement Assets

You may find that gifts of retirement assets can save your heirs undue tax burdens and allow you to accomplish your charitable objectives. When you bequeath retirement assets to your heirs, you are leaving them taxable assets. After your heirs pay the taxes due on these assets, their inheritance will be considerably less than the original amount. However, if you bequeath retirement plan assets to the Global Fund for Women, we will not have to pay income taxes on the assets. This will allow you to make a larger gift and possibly save other nontaxable assets for your heirs.

You may also want to consider setting up a charitable trust with retirement assets. With a trust, you simply transfer your retirement assets to the Global Fund for Women as the last beneficiary. The trust can provide payments for your spouse or another loved one for the rest of his/her life. After the death of your beneficiary, the assets remaining in the trust can be used by the Global Fund to continue our work. There will be no estate or income taxes imposed on the assets at the time of the gift.

This information is not intended as specific legal advice. Consult your attorney when considering any legal matter. State laws which govern wills and contracts vary and are subject to change.

The information on this page is reprinted with permission of Converse and Associates.
© 2001 Converse & Associates.

Life Income Gifts

A life-income-plan gift allows you to make a gift to the Global Fund for Women and receive payments from your gift. Such gifts include charitable gift annuities, charitable annuity trusts, and charitable unitrusts. Each plan allows you to help us in the future and enjoy immediate benefits in exchange for your future contribution.

Your benefits include:

  • The opportunity to receive fixed or variable payments for life.
  • The opportunity to provide benefits for a surviving beneficiary.
  • Income-tax deductions can be taken in the year the life income plan
    established and can be carried forward into as many as
    five additional
    tax years if necessary.
  • Avoiding or reducing capital gains tax when you use appreciated property
    to fund certain life income agreements.
  • Savings from estate and inheritance taxes on assets transferred
    to the Global Fund for Women.

Life Insurance

Life insurance is a very under-used asset in charitable giving, yet its flexibility makes it possible for virtually everyone to make a meaningful gift. Some possibilities include:

Give a Percentage
You could opt to designate a percentage of your life insurance policy to the Global Fund For Women.

Give a Paid-Up Policy
Most people own life insurance, and many have policies that have outlived their original purpose. For instance, policies for a college education, those insuring a business, or those protecting a mortgage, can make excellent gifts when given to a charitable organization. And the donor can deduct the replacement value of the policy.

Buy a New Policy
Some people find they can make a much larger gift than they could otherwise afford by purchasing a life insurance policy and naming the Global Fund for Women as owner and beneficiary. The future premiums paid are deductible as cash contributions.

Buy Insurance to Replace a Bequest
Some people find they can make a current gift of assets they had planned to bequeath in their wills. They receive the income-tax benefits now and replace the assets by buying a life-insurance policy for that amount. They enjoy the satisfaction of giving now and receiving the tax deduction now, when they need it most. The beneficiaries will still receive the same amount.

Add a Beneficiary
Regardless of financial circumstances, almost anyone can name the Global Fund for Women as a secondary or final beneficiary of a new or existing policy. This simply means that if the first beneficiary(ies) predeceases you, our organization becomes the beneficiary. Because the gift is not definite, there are no income tax benefits; but, if any funds do finally go to the Global Fund for Women, they will be deductible from federal estate taxes.

Appreciated Assets

United States’ tax laws are structured so that donors are encouraged to give as generously as possible to their favorite charitable organizations. Gifts of assets that have increased in value since their purchase can bring the following benefits to the donor:

  • Sales of stock, bonds and mutual funds that have appreciated in value
    generate a taxable capital gain. Gifts of those appreciated assets to
    not-for-profit organizations are deductible at their full fair market value
    if they have been held longer than 12 months.
  • The fair market value of the asset(s) can be deducted up to 30 percent
    of the donor’s adjusted gross income.
  • Excess deductions can be carried forward into as many as five additional tax years.

Get more information on donating stock.

Bequests

By including the Global Fund for Women in your will, you can ensure that your generosity will continue in perpetuity. The Global Fund pledges to put your gift to the best possible use by awarding grants to improve the lives of women around the world.There are several ways to make contributions through your will. You can give:

A Percentage
“I give, devise, and bequeath to the Global Fund for Women of San Francisco, California, _____ % of my estate to be used for its charitable purposes.”

A Specific Dollar Amount
“I give, devise, and bequeath to the Global Fund for Women of San Francisco, California,
$xxx,xxx to be used for its charitable purposes.”

A Residue
A residue is what assets remain after other bequests have been granted.
“All the residue of my estate, including real and personal property, I give, devise, and bequeath to the Global Fund for Women of San Francisco, California, to be used for its charitable purposes.”

Note: The above wording is suggested. Consult your attorney when preparing any legal document.