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Leave a Lasting Legacy by Joining the Helms Legacy Society

Helms Legacy Society members invest in brighter futures and support our mission for generations to come through planned giving. You can simply inform us that you have remembered Goodwill in your will, retirement plan, or life insurance policy by contacting us at donor.impact@goodwill.org. See how you can make a difference through a legacy gift.

Nonprofit registered in the US under EIN: 53-0196517
Goodwill Industries International is a 501(c)3

Types of Planned Gifts

There are many ways to create your legacy through planned giving that offer an opportunity to support Goodwill in a way that fits your life, values and financial plans. Examples of these types of gifts include leaving Goodwill as a beneficiary in your will, life insurance policy, retirement plan, and designation for an IRA Charitable Rollover gift.

Other vehicles include life income plans such as charitable gift annuities and charitable remainder unitrusts. We encourage you to talk with your financial advisor to identify the best opportunity for you.

Additional
Planned Gifts for
Tomorrow’s Future

Other gift options include undeveloped land, residences, tangible personal property, closely held stock, limited partnerships, or other non-traditional assets. If your heart is with your community, you can direct your planned gift to a specific local www.www.www.goodwill.organization using our locator.

Undeveloped Land
Limited Partnerships
Residences

Make Goodwill Your Insurance Beneficiary

Contact your insurance provider to designate Goodwill Industries International as a full or partial beneficiary on your life insurance policy. This planned giving method offers a meaningful way to extend your support, without affecting your current assets.

Name Goodwill a Retirement Plan Beneficiary

To make an estate gift to GII, ask your attorney to draft a statement in your will that expresses your desire in one of the following ways. 

Give the Entire Residue of Your Estate

  • 100% of the account balance is included in the taxable estate of the decedent.
  • 401(k), 403(b) or IRA as a result of the death of the owner must pay income tax on the entire amount received.
  • Some plans could be taxed as much as 85%.

GII is a qualified nonprofit 501(c)3 organization, so it is exempt from paying taxes on qualified employee benefit plans

  • Designating a qualified organization like Goodwill as a beneficiary means that your gift will not be subject to estate tax.
  • As a result, the money from your plan will go directly to supporting the good work that you care about.

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