Planned Giving

FWA_Tree-Icon-FINALDear FWA Members, Friends and Sponsors:

The FWA, founded by eight enterprising women on Wall Street in 1956, today has more than 800 members — women and men — dedicated to leaders from diverse backgrounds in financial services and other industries. We also provide mentoring and scholarships to the next generation of leaders and have reached more than 6,000 young professionals and students to date.

You can help us continue this important work and ensure that you have a significant impact in building the future by joining the FWA, becoming involved in our programs, or including the FWA in your planned giving or estate planning*.

Your contribution of funding or time and effort can make a world of difference. Young women – many of them from at-risk backgrounds – will benefit from opportunities to develop their knowledge, skills and self-confidence. Diverse, emerging leaders will grow their professional networks and business acumen. And the establishment of open, inclusive cultures will help increase competitiveness, innovation and productivity at myriad businesses and other organizations.

Your participation can help make it all happen. Thank you for your valuable and generous support!

* Certain planned giving and estate planning arrangements can also provide efficient tax planning now and in the future. Please consult your financial professional.

Individual Donations

To make an individual donation, please click here.

Stock or Securities: For instructions to transfer securities, please contact Jennifer Openshaw, Executive Director, at 212-533-2141 or jopenshaw@fwa.org.

Matching Gifts

Also, many companies match employee donations. Please check with your personnel department to see whether your firm has a corporate gift matching policy that will enable your gift to go further. Once you do, contact Executive Director Jennifer Openshaw at jopenshaw@fwa.org.

* Contributions to the FWA of New York Educational Fund, a 501(c)(3) charitable organization, may be considered as a tax deductible donation.

Planned Giving and Legacy Donation

Bequests: Bequests are an easy and popular way to leave money for a charitable organization. You may use the following language to name the FWA of New York Educational Fund as a beneficiary in your will:

“I bequeath to the FWA of New York Educational Fund (tax ID number 13-3092258*), a nonprofit corporation of the State of New York, having its principal offices at 215 Park Avenue South, Suite 1712, New York, NY 10003, the sum of $_____________ (or otherwise describe the gift or specify a percentage of the estate) to be used by said corporation for its general purpose.”

NOTE: It is best to seek legal counsel for further questions about bequests.

Life Insurance

Life insurance policies are often overlooked as assets and means of charitable support.  There are two ways to donate life insurance:

  • Make the FWA of New York Educational Fund* a the owner and beneficiary of a fully paid up new or existing policy. (NOTE: The value of the policy is determined by IRS rules.)
  • Make the FWA of New York Educational Fund* a beneficiary, but not the owner, of a new or existing policy.

Beneficiary Designations: Naming a charitable organization a beneficiary of an IRA, 401(k) or other retirement plan provides tax advantages to an estate.

For more information, please contact Jennifer Openshaw, Executive Director, at 212-533-2141 or jopenshaw@fwa.org.



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