Planned Giving

Let Your Legacy Secure a Water-Rich Future for Mozambique

Become a part of Water4Life Mozambique’s enduring legacy by making a planned gift. Join a distinguished community of philanthropists who are safeguarding our mission for generations to come through bequests, trusts, and other estate planning vehicles.

A Legacy Through Your Will

Incorporating a gift to Water4Life Mozambique into your will is a straightforward process that offers flexibility. A simple amendment to your existing will can be sufficient, and depending on your jurisdiction, there may be associated tax advantages. It’s essential to understand that creating a lasting impact doesn’t require substantial wealth.

Steps for Planned Giving:

Guiding You Through Planned Giving

1. Open Communication: We encourage open communication with your loved ones. Inform them of your desire to include Water4Life Mozambique in your will and share your reasons for this decision.

2. Secure Professional Assistance: Estate planning can vary based on location. Consider seeking professional guidance from an attorney or financial advisor experienced in your specific state or country, as their expertise can ensure a smooth and efficient process.

3. Update or Create Your Will: Decide whether you wish to leave a specific dollar amount or a percentage of your estate to Water4Life Mozambique. This will guide the creation or revision of your will.

4. We're Here to Help: If you have any questions throughout this process, please don't hesitate to contact us at arnie@w4lmoz.com.

We offer sample language below that can be incorporated into your will:

Direct Gift: A gift of a specific dollar amount or fixed percentage that can be used where the need is greatest: “I hereby give, devise, and bequeath to Water4Life Mozambique (insert dollar amount) OR (insert percentage amount) of my estate to be used for its unrestricted use and purpose.”

Residual Gift: Leaves any remainder after all other bequests have been paid. “I hereby give, devise, and bequeath to the Water4Life Mozambique, all or (insert percentage amount) percent of the residue of my estate to be used for its unrestricted use and purpose.”

Contingency Gift: Takes effect only if a primary intention can’t be met. “If any of the beneficiaries named in this will should pass away before becoming entitled to receive their distributive share of my estate, I direct my trustee to pay or transfer the share to which such beneficiary would otherwise be entitled, to Water4Life Mozambique for its unrestricted use and purpose.”
Relevant Information

Water4Life Mozambique is a Charitable Organization recognized as tax-exempt by the IRS under Section 501(c)(3).

Federal Tax ID#46-5373602. It is also licensed in the State of Florida #CH49701.

Registered Name: Water4Life Mozambique Inc.

Registered Address: 42811 LAKE BABCOCK DR, SUITE 200
LAKE BABCOCK, FL 33982-2270

Mailing Address: 42811 LAKE BABCOCK DR, SUITE 200
LAKE BABCOCK, FL 33982-2270

Beneficiary Designations: The simplest way to leave a legacy

You may designate the Water4Life Mozambique as the beneficiary of your life insurance policy, retirement plan (IRA, 401k, 403b), pension, or other assets, charitable remainder trusts, charitable lead trusts, or retained life estates. In preparation for any planned gifts, you should speak to your attorney or accountant to find out what options and tax advantages will work best for you.

Follow these five easy steps:

Contact the relevant institution for a change-of-beneficiary form. Many forms are available online through the institution’s website.
Indicate what percentage of the account (up to 100%) you would like to contribute to Water4Life Mozambique.
Name Water4Life Mozambique as the beneficiary by providing the following information:
Legal Name: Water4Life Mozambique Inc.
Mailing Address: 42811 LAKE BABCOCK DR, SUITE 200, LAKE BABCOCK, FL 33982-2270
Federal Tax ID#:46-5373602
Return or submit the form as directed by the institution.
Notify Water4Life Mozambique Inc.

Use Your IRA (for US residents only)

If you are aged 70 1⁄2 years or older, you can contribute any amount up to $100,000 per year from your IRA directly to Water4Life Mozambique Inc., without being subject to income tax on this amount. This popular gift option is known as a qualified charitable distribution (QCD).

Follow the above five steps to designate Water4Life Mozambique Inc. as your IRA beneficiary and benefit from related tax incentives with immediate effect.

The information provided above does not constitute legal advice. It is recommended that you consult with your attorney or accountant to determine the options and tax benefits most suitable for your specific circumstances