Gifts of securities - Giving long-term appreciated stock or mutual funds gets you a tax-deduction and a capital gains tax break on the appreciation of the securities.
Bequests - Name Central Illinois FRIENDS of PWA, Inc. as a beneficiary in your will and save on estate taxes for your remaining beneficiaries.
Information for Advisors:
Wording to include Central Illinois FRIENDS of PWA, Inc. in a will or trust: "I give_______%(and/or $_______) of my estate to the
Central Illinois FRIENDS of PWA, Inc.
120 NE Glen Oak Avenue, Suite 201
Peoria, IL 61603-4314
to provide funding for ______(charitable purpose or component fund) OR to the Unrestricted Fund of the Agency to be used at the determination of the Board of Directors of Central Illinois FRIENDS of PWA, Inc.
Tax ID Information: 37-1276816
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