When you name Pathfinder International as a beneficiary in your will or retirement plan, you invest in securing the future of women and families around the world.
- A provision in your will allows you to give to Pathfinder and control your assets.
- Your estate may save taxes since your bequest to Pathfinder is tax-deductible.
- When you name Pathfinder as a beneficiary of your retirement plan, you also avoid income tax when Pathfinder receives its share of your plan. You can include us on the successor beneficiary form provided by your plan.
It’s easy to include Pathfinder as a beneficiary in your will. You can amend your existing will with a simple document called a codicil. Your attorney can prepare this document for you. We recommend language similar to the following:
Sample bequest language
I give, devise, and bequeath (describe dollar amount, property to be given, or proportion of your residuary estate) to Pathfinder International, a not-for-profit corporation organized under the laws of the District of Columbia, with current headquarters located at Nine Galen Street, Suite 217, Watertown, MA 02472 -4501, for its general charitable purposes.
If you are revising your will, simply include Pathfinder as one of your beneficiaries. Placing restrictions on your bequest runs the risk that what you support today may no longer need support when we receive your gift in the future. Please contact the Development Office at 617.924.7200 for additional information about how to make a restricted bequest.
If you hold your assets in a revocable or living trust, instead of executing a codicil to your will, ask your attorney to draft a simple amendment to your trust. We recommend using the language above for a bequest.
To learn more or to request further details, please contact:
Athelia A. Tilson
Director of Development