Legacy Giving
The Gift of a Lifetime: Including Women’s Lunch Place in your Financial Plan
“What you leave behind is not what is engraved in stone monuments, but what is woven into the lives of others.” ― Pericles
Donors who are passionate about changing the lives of homeless women in Boston may wish to consider including a charitable gift in their financial plan. Planned giving can be a powerful way to make lasting impact.
Listed below are a few of the simplest approaches to making a planned gift. Our goal is to provide a general overview, not offer specific legal or financial advice. Please speak with your own advisors as you explore these options.
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Remembering Women’s Lunch Place in your will (also referred to as a bequest) is a wonderful way to make a lasting impact for women experiencing homelessness.
There are many benefits to leaving a bequest. Bequests enable you to make a significant gift while preserving your flexibility and financial stability during your lifetime. There may also be tax benefits for your beneficiaries.
An example of language you can share with your attorney is:
"I bequeath (specific dollar amount [or] XX% [or] the entire residue of my estate) to Women’s Lunch Place, Inc., 67 Newbury Street, Boston, Massachusetts 02116. Federal Tax ID: 22-2514148."
Download our resource, “The Gift of a Lifetime” for more details on this type of legacy giving.
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If you have a retirement plan, insurance policy, or donor-advised fund, you can name Women’s Lunch Place, Inc. as a charitable beneficiary of your assets. This is one of the easiest and most flexible ways to plan for a lasting and powerful impact on women’s lives.
This involves contacting the administrator of your plan and including Women’s Lunch Place, Inc. as one of your beneficiaries.You can review and adjust beneficiary designations anytime you wish. You can also include multiple beneficiaries.
A beneficiary gift to Women’s Lunch Place, Inc. is exempt from taxes, which means the total value of the gift goes toward furthering our mission.
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If you are 70 ½ years of age or older, you can make a tax-free gift directly from your Individual Retirement Account (IRA) to Women’s Lunch Place, Inc. Contact your IRA plan administrator to initiate the distribution.
thank you
We are honored that you are considering this type of opportunity to make an impact for years to come. If you have questions about legacy giving, we can help you explore your options for including Women’s Lunch Place in your long-term plan.
Please contact Chief Philanthropy Officer Melissa Cording at 617-449-7190 or melissa@womenslunchplace.org to start the conversation.
We strongly encourage our supporters to seek the advice of a financial advisor and/or estate attorney to ensure your intentions for family and charitable causes are met through your estate in a tax-wise fashion.
If you decide to include Women’s Lunch Place in your estate plans, we would be honored to recognize you––with your permission––in our Legacy Society, a special community of forward-thinking donors who have arranged for a legacy gift.
If you include Women’s Lunch Place in your plans, please use our legal name and federal tax ID. Please see below the information you will need to share with your attorney.
If you are ready to make a gift, please complete our Legacy Giving Form to let us know of your plans.
Legal Name: Women’s Lunch Place, Inc.
Address: P.O. Box 170900, Boston, MA 02117
Federal Tax ID Number: 22-2514148