Planned Giving
The desperation and helplessness a parent feels when they watch their child struggle can be devastating. Sometimes as a parent, you may be dealing with your own challenges that are having a negative impact on your child. Help us reach our goal of not turning anyone away from seeking the help their family needs so that these at-risk children and families can receive the services they need to help them reach their full potential.
Explore a variety to ways you can make a difference in the life of a child through your contribution. Some legacy gifts made today can even provide reliable income back to you or a loved one for life. You can also designate your gift to support one of The Whole Child’s programs in honor of someone special.
If you are including The Whole Child in your planned giving, here is the key information you will need:
- Full Legal Name: The Whole Child – Mental Health and Housing Services
- 501(c)(3) Tax ID: 95-2031148
- Address: 10155 Colima Rd Whittier, CA 90603
We encourage you to discuss contribution options with your financial advisor or estate planning attorney.
Honor and Memorial
After you have provided for your family and loved ones, a bequest would enable you to support the vision and mission of The Whole Child. An example of language that you could use is, “I give and bequeath to The Whole Child., 501(c)(3) and any successor organization with similar purpose and interests the sum of $___ or ___% to support its exempt purposes (or insert name of program).”
Life Insurance
You can make a gift to The Whole Child of your paid-up life insurance policy or you could purchase a new policy and name The Whole Child as the owner and beneficiary. With a gift of a paid-up life insurance policy, you can deduct the cash value of the policy at the time of the gift. With the purchase of a new policy, you would establish the policy and then transfer the ownership to The Whole Child. If there are premium payments that remain to be paid, you could make annual gifts to The Whole Child to help cover the cost of the premium, which would also be tax-deductible to you.
Retirement Asset Plans
As with a life insurance gift, naming The Whole Child as a beneficiary designation can offer you significant value. Due to applicable estate and income taxes, family members usually only receive 25 to 30 percent of the value of an IRA or retirement plan. Much of this tax can be avoided if the assets are instead used to fund a bequest to The Whole Child.
Deferred or Life Income Gifts
Gift Annuity A charitable gift annuity (CGA) is a simple agreement in which we promise to pay you, or you and your spouse, a lifetime income in exchange for a gift of an asset. The payment is fixed at the time you establish the gift and can be paid to you in monthly, quarterly, semi-annual or annual payments.
Charitable Remainder Trusts A charitable remainder trust (CRT) is generally used when there are multiple beneficiaries. A CRT can provide income to you, you and your spouse, or your spouse and your children for life or for a term of years, in exchange for a gift. The payment can be fixed (annuity trust) or variable, based on the year-end market value of the trust (unitrust).
Retained Life Estate A retained life estate is a gift plan that allows you to donate a home to The Whole Child while retaining the right to live in the home for the rest of your life. A gift to The Whole Child of the remainder interest in a personal residence provides you with a current charitable deduction and may allow the reduction or elimination of capital gains tax on the property’s appreciation. You retain the right to live on the property but continue to be responsible for all routine expenses, maintenance fees, insurance, property taxes, repairs, etc.
Partners
Corporate Giving
Top companies support various causes that are important to their employees, resonate with their values as an organization and position them to connect with their most loyal customers on a deeper level.
About Partnering with The Whole Child Thanks for your interest in The Whole Child (TWC). We work very hard every day to carry out the work of our mission and it means so much to have the support of companies like you. New corporate partnerships help advance the work of our organization are always welcome. TWC is interested in establishing partnerships with companies with solid, family-friendly brand images and reputations. Whether new or established, any prospective partner must have a strong corporate mission and be an industry leader. Key factors for evaluating a potential partner include the partner’s ability to leverage its assets, raise awareness, make a corporate contribution and/or raise funds and engage its employees and leadership, locally and nationally. For more information on becoming a partner, please contact Julia Scalise at jscalise@thewholdchild.org or 562-602-0383.
NOTE: The Whole Child does not endorse products, promote the sale of products, purchase or sell any product or service. All partnerships require a minimum financial commitment from TWC.
Employer Matching
Check with your company’s human resources office to see if they offer gift matching. (You can always request the company consider starting a match program with causes important to their employees.) If a match program is already in place, request your human resources department provide you with a Matching Gift form to send to The Whole Child. Complete the form and mail it with your donation to:
The Whole Child
Attention: Development
10155 Colima Road
Whittier, CA 90603
Our Development department will verify receipt of your gift and return the form to your company for matching funds. Conditions and criteria for gift matching vary by employer. For more information or if you are not sure if The Whole Child qualifies for your company’s gift-matching program, call Julia Scalise at 1-562-692-0383, and we’ll be glad to send information about our mission and programs.
