LEGACY GIVING
Create a lasting impact for generations of warriors through planned giving. Your legacy can help veterans, service members, and first responders find fitness, community, and purpose for years to come.
WHY LEAVE A LEGACY?
Planned giving allows you to make a significant impact on future warriors while potentially providing tax benefits for you and your heirs. A legacy gift ensures that the mission of helping those who have served continues long into the future.
Meaningful Purpose
Your values live on through support for warrior wellness and mental health.
Tax Benefits
Potentially reduce estate taxes and create tax advantages for your heirs.
Lasting Legacy
Create an enduring impact that helps warriors for generations to come.
TYPES OF LEGACY GIFTS
- •Designate a specific dollar amount
- •Leave a percentage of your estate
- •Name OWF as a residual beneficiary
- •Easily add or update through a codicil
- •Give up to $105,000 annually (2024 limit)
- •Satisfies Required Minimum Distribution (RMD)
- •No income tax on the distribution
- •Simple transfer directly to OWF
- •Retirement accounts (401k, IRA, 403b)
- •Life insurance policies
- •Bank or brokerage accounts
- •Easy to update anytime
- •Avoid capital gains tax on appreciated assets
- •Receive fair market value deduction
- •Support multiple warriors with one gift
- •We handle the sale and paperwork
SAMPLE BEQUEST LANGUAGE
Share this language with your attorney or estate planner.
"I give, devise, and bequeath to Operation WarriorFit, a nonprofit corporation, EIN 33-2673785, located in Fletcher, NC [the sum of $______] OR [______% of my residual estate] OR [the following described property: ______] for its general charitable purposes."
Organization Info
- Name: Operation WarriorFit
- EIN: 33-2673785
- Location: Fletcher, NC
- Type: 501(c)(3) Public Charity
Let Us Know
While not required, we'd love to know if you've included OWF in your estate plans. This helps us plan for the future and allows us to thank you during your lifetime.
QUESTIONS ABOUT PLANNED GIVING?
We're happy to discuss legacy giving options with you or your advisor.