Planned Giving
Our Program
Support our Veterans today and Tomorrow!
Workshops for Warriors is excited to announce our Planned Giving Program with valuable resources from UBS – Dawson Wealth Management Group. This invaluable resource is available to answer questions and assist individuals, families, and foundations interested in supporting the mission of Workshops for Warriors as they seek to make meaningful and lasting contributions to
support veterans today and tomorrow.
Planned giving allows you to support Workshops for Warriors as part of your financial or Estate Planning.
These gifts can offer tax benefits and ensure your legacy supports our cause. Common forms of planned giving include:
- Bequests: Include Workshops for Warriors in your Will or living trust.
- Charitable Remainder Trusts: Receive income for life while providing future support to Workshops for Warriors.
- Donor-Advised Funds: Create a fund dedicated to charitable giving, with Workshops for Warriors as a beneficiary.
- Gifts of Stock: Donate appreciated securities for a tax-efficient way to give.
- Qualified Charitable Donations: Make a charitable contribution directly from your Individual Retirement Account (IRA)
The UBS Dawson Wealth Management Group brings experience in philanthropy and financial planning.
They can help:
- Identify Your Goals: Understand your charitable objectives.
- Optimize Your Giving: Maximize the tax benefits and impact of your gifts.
- Create a Personalized Plan: Develop a planned giving strategy that fits your goals.
- Ensure Lasting Impact: Create a legacy that supports our mission for years to come.
How to Get Started
- Consult with Experts: Schedule a consultation by calling Patty Bribiesca, CFP® CSRIC® at 619-557-4715 or click here Dawson Wealth Management Group to schedule online.
- Plan Your Gift: Together we can work to create a giving strategy that meets your needs.
Your planned gift will help ensure that Workshops for Warriors can continue to support veterans and transitioning service members.
Will Planning
By including Workshops for Warriors in your Will, you will support future generations, create a legacy of hope, and ensure program continuity. We would be honored to recognize your commitment in a way that aligns with your wishes.”
If you have named Workshops for Warriors in your Will, please
share this wonderful gift information with Rachel!
You should consider putting Workshops for Warriors into your estate plan to help continue these fine people, continue their mission of Rebuilding American Manufacturing, One Veteran at a Time®.”