Legacy and Planned Giving

Sustain the power of parents for generations to come. A legacy gift to COFI in your will, trust, or IRA helps ensure COFI’s powerful model of leadership development and organizing is brought evermore to parents across the city, region, and country.

Your gift will have a significant and lasting impact on COFI-trained parent leaders driving economic, social, and racial justice in their communities and beyond.

Bequests

A simple way to make a legacy gift is to include Community Organizing and Family Issues in your will or trust.

Recommended language to share with your financial planner or attorney:

“I give (the sum of _ dollars) or (all or _ %) of my will or trust to Community Organizing and Family Issues (Tax ID #36-4044632), 2245 S. Michigan Avenue, Suite 200, Chicago, Illinois 60616 for its charitable purposes as designated by the Board of Directors.”

Beneficiary Designations

To name Community Organizing and Family Issues as a beneficiary of your retirement plan, Donor Advised Fund (DAF) account, life insurance policy, and trust – contact your plan administrator to obtain a beneficiary designation form. Depending on the plan, COFI can be named as a full, partial, or contingent beneficiary.

What you may need:

• Legal name: Community Organizing and Family Issues
• Federal Tax ID# (EIN): 36-4044632
• Mailing address: Community Organizing and Family Issues, 2245 S. Michigan Avenue, Suite 200, Chicago, IL 60616

Work with your financial advisor to learn more about using these planned giving options to support COFI.

Other Giving Options

IRA Charitable Distributions

The IRA Charitable Rollover permits individuals age 70 ½ or older to make distributions up to $100,000 per spouse from a traditional Individual Retirement Account or ROTH IRA directly to charitable organizations like COFI.

The distribution counts towards your required minimum distribution (RMD) for the current tax year and may help reduce your Adjusted Gross Income (AGI).

To issue a Qualified Charitable Distribution (QCD) gift to COFI, your plan administrator will need:

• Legal name: Community Organizing and Family Issues
• Federal Tax ID# (EIN): 36-4044632
• Mailing address: Community Organizing and Family Issues, 2245 S. Michigan Avenue, Suite 200, Chicago, IL 60616

Consult your tax planner or financial advisor to learn more.

Donor-Advised Funds

Giving through a donor-advised fund allows you to be flexible in your charitable giving decisions. When you make a donation to a donor-advised fund, or DAF, you are generally eligible for an immediate tax deduction.

Recommend a gift to Community Organizing and Family Issues by contacting your DAF administrator.

What you will need:

• Legal name: Community Organizing and Family Issues
• Federal Tax ID# (EIN): 36-4044632

If you have additional questions about legacy gifts and/or other ways to give to COFI, please contact us at asnodgrassmukanda@cofionline.org.

This page is for informational purposes only. For assistance with your specific information, please consult your attorney, tax advisor, financial advisor, or other professional.