FREQUENTLY ASKED QUESTIONS: PLANNED GIVING
How do I donate my stocks and other securities?
I am considering an estate gift to Unbound. Do you offer sample language to be included in my will or trust?
How can I provide for continuation of benefits to my friend after my death?
I have another type of gift in mind that I don’t see listed. What should I do?
How do I donate my stocks and other securities?
By giving stocks and other securities, you could avoid capital gains taxes while making a significant impact in the lives of the children, elders, families and communities that the Unbound program serves. It’s quick and easy to start the process of transferring stock to Unbound by completing this simple form. We’ll be in touch to provide all of the information that you need.
For physical transfer instructions of stock and for transfers of all other securities or if you have any questions, please contact us at giftplanning@unbound.org or 800.875.6564.
I am considering an estate gift to Unbound. Do you offer sample language to be included in my will or trust?
Sample bequest language to benefit the general purposes of the organization:
"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate. I direct this gift to be used for the general purposes of the organization where the need is greatest."
Should you choose to include Unbound in your estate plan, please notify us by email at giftplanning@unbound.org or by phone at 800.875.6564.
"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate. I direct this gift to be used for the general purposes of the organization where the need is greatest."
Should you choose to include Unbound in your estate plan, please notify us by email at giftplanning@unbound.org or by phone at 800.875.6564.
How can I provide for continuation of benefits to my friend after my death?
Many sponsors include a provision in their will or trust to benefit their sponsored friends.
Sample bequest language for continuation of sponsorship benefits:
"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate for the benefit of my sponsored friend, (name of child or aging person) (CH number) of (project) in (country), for the continuation of his/her sponsorship benefits and to provide additional funding as needed for emergency assistance, and higher education or vocational training. If my sponsored friend has left the program or has no assessed need for additional assistance, any residual funds may be used for others sponsored by me, or applied to the scholarship fund or general fund at the discretion of Unbound."
Sample bequest language for continuation of sponsorship benefits:
"I give, devise and bequeath to Unbound, fully incorporated under the laws of the State of Missouri (Federal tax identification number 43-1243999), the sum of $___________ or _________% from my residuary estate for the benefit of my sponsored friend, (name of child or aging person) (CH number) of (project) in (country), for the continuation of his/her sponsorship benefits and to provide additional funding as needed for emergency assistance, and higher education or vocational training. If my sponsored friend has left the program or has no assessed need for additional assistance, any residual funds may be used for others sponsored by me, or applied to the scholarship fund or general fund at the discretion of Unbound."
I have another type of gift in mind that I don't see listed. What should I do?
Have something else in mind or need assistance with your options? Contact us so we can help! Reach us by email at giftplanning@unbound.org or by phone at 800.875.6564.