One of the simplest and fastest ways to make a planned gift is to designate Wellspring as a beneficiary on a financial account such as:
- IRA or a qualified retirement plan, such as a 401(k)
- Life insurance policy
- Bank account or certificate of deposit
This type of planned gift often takes very little time or energy. Simply fill out a Beneficiary Designation Form from the financial institution (often available online) and write Wellspring Family Services, IEN 91-0567261, as a beneficiary.
Beneficiary designations enjoy the same estate tax benefits as a bequest, and in some cases can produce income tax savings for your heirs.
To discuss making a legacy gift to Wellspring, please email Asa Tate, Chief Development Officer, or call 206.902.4231.
Please let us know if you have already made a planned gift to Wellspring so we can publicly recognize you in our 1892 Legacy Circle!