Making a planned gift is a wonderful way to show your support and appreciation for Healwell and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. And...? You will know that you have made a meaningful contribution to Healwell.

Giving to Healwell can be done either directly, through your life insurance, or through a gift model that can provide you with tax benefits. Your gift may be a specific dollar amount, a percentage of your estate, or the remainder after all other provisions are specified. Talk with your lawyer about various gift models that you might consider.

Useful Information:

• Legal name: Healwell

• Address: 2300 Wilson Blvd., Suite 700, Arlington, VA 22201

• Federal Tax Identification Number: 27-0743419

If you have named Healwell in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

Bequests

The simplest way to make a planned gift is through a bequest. You can choose to contribute a specific amount, a percentage of your estate, or the residual of your estate. Your estate will receive a charitable deduction for the full donation. The following sample language may assist you and your attorney in preparing your bequest to Healwell:

“I, [name], of [city, state, ZIP], give, devise and bequeath ____ (a specific dollar amount, percentage of the residue of your estate, or a specific asset such as a bank account, stock, or real estate) to Healwell (EIN: 27-0743419) located at 2300 Wilson Boulevard, Suite 700, Arlington, VA 22201 for its general purposes or as the Board of Directors may direct.”

IRA Qualified Charitable Distribution

If you are 70½ or older, you may be able to take advantage of your IRA to make a gift to Healwell. By requesting a qualified charitable distribution from your IRA, you can direct up to $105,000 each calendar year to charities. Once you reach 73 years of age, this can include part or all of your annual Required Minimum Distribution (RMD). By using your IRA for charitable giving, you may lower your taxable income.

Beneficiary Designations

You can choose to name Healwell as the beneficiary of all or a portion of your 

• Retirement account

• Bank or brokerage account

• Donor-advised fund

• Life insurance policy

This may offer tax advantages and donors can change their beneficiary designations at any time if their circumstances change.

Life Insurance

If you decide during your lifetime that you no longer need your policy, you can give the accumulated value to Healwell by naming us as the owner and beneficiary.