Planned Giving

Create a lasting impact with a legacy gift.

With Bellwether Housing’s estate planning options, you can support our work into the future while also ensuring the sound stewardship of your assets by maximizing benefits to you and your family. From naming Bellwether in your will to listing us as a beneficiary of a retirement account to donating stock, we offer many options for you to support our working of creating stable communities while also providing for your family’s financial future.

Bequests to Bellwether Housing

Simple and significant

Leaving a bequest is one of the easiest ways to include Bellwether Housing in your estate plans. With the assistance of an attorney, you can include a gift Bellwether Housing in your will or trust alongside allocations to family, or you can make a bequest using a beneficiary designation form. 

How to leave a bequest to Bellwether

Ways to give
  1. Include a bequest to Bellwether Housing in your will or revocable trust

  2. Designate Bellwether Housing as a full, partial or contingent beneficiary of your retirement account (IRA, 401(k), 403(b) or pension)

  3. Name Bellwether Housing as a beneficiary of your life insurance policy

Benefits of Charitable Bequest Gifts

Support our mission
  1. Receive an estate tax charitable deduction

  2. Reduce your family’s tax burden

  3. Leaving a lasting positive impact on Bellwether Housing

Forms of Bequest Gifts:

Methods to match your goals
  1. Percentage bequest: make a gift of a percentage of your estate

  2. Specific bequest: make a gift of a specific dollar amount or a specific asset

  3. Residual bequest: make a gift from the balance or residue of your estate

Sample Bequest Language

Sample wording for wills

We encourage you to share this information with your legal counsel, and recommend that if you are undertaking estate planning, that you do so with the consultation of an attorney.

I give and devise to Bellwether Housing of Seattle, Washington, the sum of $______ (or ____% of estate) to be used by the organization without further restriction.

Other Ways to Leave a Legacy Gift

Other forms of planned giving include:​

  • Income gifts such as charitable remainder trusts

  • IRA Charitable Rollover

  • Donor Advised Funds

  • Charitable Lead Trusts

Legal Information

Legal Name: Bellwether Housing
Legal Address: 1651 Bellevue Avenue, Seattle, WA 98122
Tax Identification Number: 91-1116960

Bellwether Housing is 501(c)(3) non-for-profit organization. Gifts to Bellwether Housing are tax deductible to the extent allowed by law. 

Need assistance or have more questions? Contact us. 

For questions or information about other forms of planned giving, please contact Amy Besunder, Director of Fund Development and Communications, at abesunder@bellwetherhousing.org or at 206-957-2723.

Bellwether Housing

1651 Bellevue Avenue

Seattle WA, 98122

206-623-0506

bellwether@bellwetherhousing.org

Bellwether Housing is a nonprofit 501(c)(3). Tax ID 91-1116960.

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