Leave a Legacy
When you make a planned gift to Make Way for Books, you’re not just investing in one child — you’re investing in the health, education and opportunity of entire communities across the state.
There Are Many Ways to
Leave Your Legacy
Our development team is available to help you evaluate your planned giving options.
Charitable Bequest
You can support our mission by leaving us a bequest in your will, living trust or with a codicil. The most common gifts to nonprofit organizations are cash, securities and property, including homes and personal property (such as art, collectibles, etc.).
Charitable Lead Trust
If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option. This allows you to fund a trust that makes gifts to us for a number of years, and your family receives the trust remainder at substantial tax savings.
Beneficiary Designation Gifts
Beneficiary designation gifts are among the most flexible of all charitable gifts. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Charitable Gift Annuity
A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life. If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.
IRA Rollover
If you are 70½ or older, you may be interested in lowering the income and taxes from your IRA withdrawals. An IRA charitable rollover lets you help us while you benefit this year. Congress has also enacted a permanent IRA charitable rollover, which allows you to make an IRA rollover gift this year and in future years.
Frequently Asked Questions
Choosing to make a planned gift is a personal decision and you no doubt have questions. Here are the ones we hear the most. Your tax and/or financial advisor can offer more personalized guidance.
We can elaborate on the benefits of each of these options and share when each makes sense depending on your age, financial situation and goals. However, the final decision must be yours alone. You may wish to consult a financial advisor or tax planner who can help you understand the implications of each of these options on your personal finances.
Many of the planned-gift options above do offer tax advantages, such as tax-free income. We recommend that you speak with a financial advisor for guidance.
No. Planned gifts of all sizes help us do this important work.
Most of the time, yes. Some options are flexible and can be updated if your circumstances or priorities change. Talk to your financial advisor about which options can be flexible before you commit.
Yes. We respect your privacy and will honor your wishes to remain anonymous.
Roughly 80% of your gift goes to programming, while the rest goes to administrative costs.
More to Explore
Case for Support
Discover how early literacy changes lives and why investing in children creates lasting impact for families, communities and Arizona’s future.
Our Supporters & Partners
Meet the organizations investing in early literacy in Arizona.
Financials
Learn how we manage our finances to ensure accountability, transparency and meaningful investment.
