The library’s future is in your hands.
A planned legacy gift is one of the easiest ways to support our mission while ensuring Wood Library’s future financial security.
Consider establishing a will bequest or living trust, or designate Wood Library as a beneficiary of your retirement plan or life insurance policy, a donor advised fund or other charitable gift account. Your legacy gift may be a percentage of your estate, or a specific amount or asset. Some people choose to establish a charitable gift annuity or charitable remainder trust which generates income during their lifetime.
In addition to financial flexibility and tax benefits offered, legacy gifts allow you to support Wood Library beyond your lifetime.
Once you have settled on a plan with the help of a trusted advisor, let us know so we can acknowledge your decision and future gift. All planned gifts qualify for membership in the Charles A. Loomis Legacy Society.
Watch a recording of Wood Library’s Legacy Series 2020: Wills and Bequests. This panel presentation features local attorneys Terrence Robinson, Amy Boyd-Ertel, and Russ Kenyon, who explain why it’s important to draw up a Will, the life events that trigger changes to a Will, and how Wills can be used as charitable giving tools.
Another excellent presentation on estate planning and long-term care planning was offered at Wood Library in October 2023 featuring attorneys from Lacy Katzen LLP and FLX Attorney. You can watch the recording here.
Use this handy list to help you prepare for making or updating your will. How to make a will in 2024.
Freewill offers no-cost legal planning tools for individuals wanting to establish a will. Make a will.
Wood Library’s Federal Tax ID# is 16-0755896.
