Legacy gifts come in many forms, including bequests, charitable gift annuities, and insurance policies.

A Bequest in a Will
The easiest and most common way of making a planned gift is through a bequest in your will. You can designate a specific amount of money, a percentage of your estate, or a specific asset. CCWA could also be named as a contingent beneficiary.

Life Income Gifts
Gifts such as a charitable gift annuity, a charitable remainder trust, or a pooled income fund provide you and/or your designated beneficiary income for life. Upon your passing, CCWA receives the gift. Life income gifts generally reduce or eliminate certain taxes and guarantee an income for life.

Life Insurance
Life insurance can be used to make a sizable gift to CCWA. For example, you can purchase a new policy and make CCWA the owner and beneficiary of the policy. You can make CCWA the owner and beneficiary of an existing policy you no longer need. Or you can name CCWA a contingent beneficiary of an existing policy.

To help you decide what is the best way for you to leave a lasting legacy, contact your financial or legal advisor and Jenni Carney with CCWA’s development office at jcarney@ccwa.org or (216) 255-9005.

Legacy gifts support CCWA’s mission to inspire engagement in international affairs and world cultures in perpetuity. Your legacy gift may be unrestricted to be used at the discretion of the Board for where it is needed the most, or you may designate your bequest to support a specific program. You may make your gift in your own name, or you may memorialize a loved one with your contribution.

The following information can assist you in developing your charitable gift and estate plans in consultation with your attorney, accountant, or other advisors.

The legal name to be used when making gifts to the Cleveland Council on World Affairs via wills, trusts, and other gift-transfer documents is: “Cleveland Council on World Affairs, an Ohio not-for-profit corporation, with its principal place of business in Cleveland, Ohio.”

Confirmation of the Cleveland Council on World Affairs’ tax-exempt status is provided in the form of a letter from the district director, Internal Revenue Service, U.S. Department of the Treasury. To request a copy of this document, please contact CCWA. The Cleveland Council on World Affairs’ federal tax I.D. number is: 34-0720549

Sample language for Including the Cleveland Council on World Affairs in Your Will or Living Trust:

“I hereby give to the Cleveland Council on World Affairs, an Ohio not-for-profit corporation, with its principal place of business in Cleveland, Ohio: The sum of (state amount, percentage or describe the real or personal property) to be used for general endowment purposes.”