Long-term supporters of Redwood want to Leave a Legacy in order to continue to support Redwood’s Mission into the future. Donors can leave planned gifts by making a charitable gift in their will or by designating Redwood as a beneficiary of life insurance or retirement assets.
Getting Started on a Planned Gift
We’ve partnered with FreeWill to help make planned giving as simple as possible. Use these free tools to gain great tax savings, while supporting Redwood:
- Give from your IRA: Redwood supporters 70.5 or older can create tax-wise gifts from their IRAs to make an immediate impact, and potentially stay in a lower income bracket come filing time.
- Donate appreciated stocks: Many Redwood supporters donate stocks from their portfolio to save on two types of taxes, while maximizing their impact.
- Retirement Plans: Name Redwood as a beneficiary of your retirement plan. Get started here.
- Securities: Donate stocks, bonds or mutual funds. Get started here.
Carol Serrone worked in the tax world for over 25 years, which included working with more than 100 nonprofit organizations. She assisted her clients to achieve their philanthropic goals. Carol joined the Redwood Team in January 2018. The Philanthropy Team is responsible for raising money to support Redwood’s programs, help expand capacity and become more recognized throughout the region as a source of help and hope to individuals living disabilities and their families.