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Planned Giving

Wills & Bequests

Once you have taken care of your loved ones, please consider designating the Southwest Florida Goodwill Foundation as a direct or remainder beneficiary in your will.   Through your bequest, you can provide a gift that ensures future services for people with disabilities and other barriers to employment and independence.

 

Sample Bequest Language

"I give, devise, and bequeath the Southwest Florida Goodwill Foundation headquartered in North Fort Myers Florida, the sum of $_______ (or description of the specific asset), for its general purposes."


Gifts of Stock, Life Insurance, Securities, and Real Estate & Personal Property

These are some of the varieties of ways you can create pathways to greater independence, self-sufficiency, and dignity for individuals in our community for years to come.  Please be sure to consult with your legal or financial advisor to fully explore all of your planned giving options.

 

The Edgar J. Helms Legacy Society

The Southwest Florida Goodwill Foundation's Edgar J. Helms Legacy Society recognizes those donor who wish to continue the tradition created by the Rev. Edgar J. Helms, the Founder of Goodwill Industries.  Members of this prestigious society have made provisions for the foundation through their wills, life insurance policies, or other planned gifts.

 

Help further Goodwill's mission and make  a lasting impression for generations to come.  Your support will have an impact on the lives of many individuals and families in our community through Goodwill's programs and services.  Please consider naming the Southwest Florida Goodwill Foundation as the benefactor of your planned gift today.

 

(The Southwest Florida Goodwill Foundation EIN #263590251)

 

For more information, or to arrange a gift, please contact Carolyn Johnson, Vice President of Communication and Development at (239) 995-2106, ext. 2247 or via email.

 

Helpful resources:

Leave a Legacy

Internal Revenue Service

 

 

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