Create a Legacy

Thank you for considering planned giving at InvestigateWest. We understand and cherish the personal significance of these gifts. We are equipped to engage with most standard planned giving methods.

Bequests
You can provide a portion of your estate to InvestigateWest by including our organization in your legal will. You can allocate this portion in three ways. First, as a specific cash amount; second, as a percentage of your estate; and finally, you can designate the remaining value after all other bequests have been paid to go to InvestigateWest.

Retirement and insurance beneficiary gifts
You can name InvestigateWest as a beneficiary of the unused funds in your retirement account or as a beneficiary (or partial beneficiary) of your life insurance policy.

Charitable gift annuities
You can give an irrevocable gift of cash or securities to InvestigateWest and receive a fixed income payment for a set term or for life. For this option, you can also take an immediate tax deduction and InvestigateWest will invest and grow the funds.

Charitable remainder annuity trusts
You can contribute cash or appreciated securities to InvestigateWest, then receive a fixed income based on a percentage of the initial assets used to fund the trust. InvestigateWest can invest the funds, and you can avoid capital gains or estate taxes.

Charitable remainder unitrusts
This option is a bit more flexible than an annuity trust. You can receive a fixed percentage of the fair market value of the trust’s assets which is revalued annually. This means that if the value of the assets increases, the payments increase.

Please reach out to development director, Lynnie McIlvain, to discuss which option fits you best.