Legacy or Planned Giving

Legacy giving or planned giving is a meaningful way you can impact the future of women and families while you and your family receive the benefits of smart financial planning.

Ensure a future of equity, dignity, and security for all women.
The National Partnership for Women & Families envisions a just and equitable society in which all women and families can live with dignity, respect and security; every person has the opportunity to achieve their potential; and no person is held back by discrimination or bias.

Your legacy can make that vision a reality.
A legacy gift could be your most powerful and lasting contribution, supporting those who face the greatest barriers to equity and opportunity, and amplifying the leadership of grassroots groups and women of color who are fighting for social justice.

Cropped shot of an adorable baby girl in her mother's arms

If you choose to leave a planned gift to the National Partnership, or have already done so, please let us know. We would be honored to recognize your extraordinary commitment as a member of our Legacy Society.

Charitable gifts, especially legacy gifts, require thoughtful planning. For a confidential conversation, please call or email our team at development@nationalpartnership.org.

Address and Tax ID
To assist you with your gift and estate planning, the official name, address, and tax ID for the National Partnership is:

National Partnership for Women & Families
1725 Eye Street NW, Suite 950
Washington, DC 20006
EIN/Tax ID: 23-7124915

Deferred Giving – support the National Partnership in the future

  • Designating Accounts – Choose the National Partnership as a remainder beneficiary of your life insurance plan, retirement account, bank account, or other assets.
  • Bequests – Gifts through your will or trust don’t require any contribution now and enable you to plan for leaving a meaningful legacy in the future.

Immediate Giving – support the National Partnership today

  • Qualified Charitable Distribution (QCDs) – Donors aged 70 1/2 and older can decrease their taxable income by donating directly from their IRA.
  • Stock Donation – Gifts of appreciated securities can help you avoid capital gains tax and receive a charitable income tax deduction when you itemize.
  • Donor-Advised Funds (DAF) – You can provide support through your DAF today and into the future.

Note: This information is not intended as legal, financial, or other professional advice. Be sure to consult a lawyer or other qualified professional for assistance in charitable or estate planning.

Deferred Giving

Designating Accounts

Have you updated your legacy-planning strategy to include the National Partnership as a remainder beneficiary? It can take as little as 10 minutes to make a lasting impact by adding us as a remainder beneficiary. You can designate the National Partnership as a beneficiary for:
  • Retirement plans: 401(k), 403 (b), IRA
  • Life insurance policies
  • Donor-advised funds
  • Commercial annuities
  • Bank accounts
When you’re ready, making an organization the beneficiary of your assets is generally straightforward:
  1. Request and fill out a designated beneficiary form through your employer or your plan administrator. Most banks and financial firms also have beneficiary forms, or they can provide you with suggested language for naming beneficiaries to your accounts. Many forms are available online and can be quickly modified by logging into your account.
  2. On the beneficiary form, decide what percentage (up to 100%) you would like us to receive and name the National Partnership for Women & Families as the beneficiary. Please use our Federal Tax Identification number:23-7124915 in place of a social security number.
  3. Once the designated beneficiary forms are in place, the retirement assets will generally pass directly to your beneficiaries (including organizations like us) without issue.
Your investment will help the National Partnership be responsive to the needs of women and families today, tomorrow, and for decades to come.

Bequests

A simple way to establish your legacy is to designate the National Partnership for Women & Families as a beneficiary of your will and trust. You can designate a specific dollar amount, a particular asset, such as securities or leave a percentage of your estate, or the residual of your estate, after providing for loved ones.

Specific Bequests allow you to designate a percentage of your estate, a dollar amount, or specified assets as a gift to the National Partnership.

Residual Bequests allow you to designate the remaining residue of your estate as a gift, after the payment of all expenses and specific bequests to other beneficiaries have been made.

Download sample language and more information about bequests

Immediate Giving

Qualified Charitable Distribution (QCDs)

A qualified charitable distribution (QCD) is for donors aged 70 1/2 and older to decrease their taxable income by donating directly from their IRA. You can contribute up to $100,000 a year, and it may satisfy your required minimum distribution. How it works:

  1. Contact your IRA plan administrator to make a gift from your IRA to the National Partnership for Women & Families.
  2. Your IRA funds will be directly transferred to us, helping continue our important work.
  3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.
  4. Please contact us if you wish for your gift to be used for a specific purpose.

Stock Donation

If you’re looking for a tax-smart way to leave your legacy, consider a gift of stock. When you donate appreciated securities that you’ve owned for more than one year, you can avoid capital gains tax and receive a charitable income tax deduction when you itemize.

Download our stock transfer instructions

Donor-Advised Funds (DAF)

You can initiate a grant recommendation from your donor-advised fund (DAF) directly to the National Partnership in three easy ways: make a one-time gift, establish an automatic recurring gift, or designate the National Partnership for Women & Families as a beneficiary of all or a portion of your remaining DAF funds in the future.

Contact Us

Please reach out to our team at development@nationalpartnerhip.org for a confidential conversation about how you can make a personal legacy gift to support our mission.

Phone: 202-986-2600

 

National Partnership for Women & Families
1725 Eye Street NW, Suite 950
Washington, DC 20006
EIN/Tax ID: 23-7124915

Your personal financial situation is unique, so we encourage you to talk to your financial or legal advisor before making a gift of bequest or creating a legacy through planned giving.

All inquiries are welcome and held in the strictest confidence. You are never obligated to make a gift. This information is not and should not be construed as legal advice. State laws vary. Consult an attorney when preparing your estate and other long-term planning documents.

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