Leaving Your Legacy with Feel Good Action

Feel Good Action welcomes bequests through your Will or Trust, including gifts of a specific dollar amount, a percentage of your estate, or the remainder of your estate after other distributions have been made.

To include Feel Good Action in your Estate Plan, please consult your attorney or estate-planning advisor. For more information and sample language to share with your attorney or financial advisor, please download our Feel Good Action Bequest Guide.

Want to learn more about how to name Feel Good Action as a beneficiary in your Estate Plans? Contact Gunther Korshak, Director of Development, at gunther@feelgoodaction.org.

Designating Feel Good Action as a beneficiary of your retirement accounts such as traditional and Roth IRAs, 401(k), and 403(b) plans, is straightforward and one of the most tax-efficient ways to provide for your retirement while also supporting Feel Good Action.

Retirement plans left to loved ones are subject to income tax and estate tax, if you have a taxable estate. Retirement plans left to charities are subject to neither.  

If you choose this type of legacy gift, it is important to know that:

• Your retirement account withdrawals can continue during your lifetime.

• Your gift to Feel Good Action becomes effective only when you no longer need the assets.

• You can name a spouse or partner as the primary beneficiary  and Feel Good Action as secondary beneficiary.

• You may choose to donate all remaining assets in your account or a specific percentage.

To ensure that your wishes are honored, remember to keep up-to-date beneficiary forms filed with your retirement plan.

Want to learn more about how to make Feel Good Action a beneficiary of your Retirement Plan? Contact Gunther Korshak, Director of Development, at gunther@feelgoodaction.org.

Donating a life insurance policy to Feel Good Action through a transfer of ownership or beneficiary designation may help you support the organization while also advancing your personal, financial, and estate-planning goals. Depending on your circumstances, a life insurance gift may provide estate tax benefits.

Contact your financial advisor and/or insurance company to:

• Transfer physical possession of your fully paid-up policy to Feel Good Action.

• File an absolute assignment or transfer of ownership form with your insurance company.

• Once processed, your insurance company will send us a letter confirming Feel Good Action is the sole owner of the policy.

To ensure that your wishes are honored, remember to keep an up-to-date beneficiary form filed with your insurance company. 

Want to learn more about how to make Feel Good Action a beneficiary of your Life Insurance Policy? Contact Gunther Korshak, Director of Development, at gunther@feelgoodaction.org.

Arranging a Charitable Gift Annuity (CGA), Charitable Remainder Trust (CRT), or Charitable Lead Trust (CLT) with Feel Good Action is a great way to benefit both you and FGA. If you wish to make Feel Good Action a beneficiary of these funds, contact your financial advisor to learn which is best for you.

As these gifts are highly individualized, we request you contact Gunther Korshak, Director of Development, at gunther@feelgoodaction.org for further information regarding their establishment.