Planned giving
Leave a path to work that lasts.
A planned gift can support PWI beyond your lifetime while helping you meet your own financial and estate goals.
The Legacy Circle
The Legacy Circle recognizes people who include Partnerships With Industry in their estate plan. Membership recognizes your intention and helps PWI plan for the future. You can choose whether your gift is recognized publicly.
Gift options to discuss
Planned gifts take many forms. Depending on your circumstances, you may consider:
- A bequest in your will or living trust
- A gift of retirement account assets
- A life insurance policy
- A charitable remainder trust
- A gift annuity
- An endowment
- Real estate
- Stocks, bonds, or mutual funds
Why plan ahead
Planned giving allows you to make a larger gift than might be possible during your lifetime, often with tax advantages. It also helps PWI plan services with more confidence. The right approach depends on your goals and your family's needs.
Talk with us
We are happy to explain how a planned gift would be used and to work with your attorney or financial adviser. PWI does not provide legal or tax advice, so please consult your own professionals before making a decision.
Learn more
Independent guidance on charitable giving.
- California Association of NonprofitsResources for donors and nonprofit organizations in California.
- CandidNonprofit research and giving guidance.
- IRS Tax Exempt Organization SearchConfirm federal tax status.
- PWI financial documentsReview our filings and statements.