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Estate Planning and Other Giving Opportunities

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At The Balance, we are incredibly grateful for individuals who choose to include us in their estate planning and long-term giving strategies. Through thoughtful and strategic gifts, you can ensure that homeless and at-risk youth continue to receive the support they need for years to come. By including The Balance in your will, trust, or other planned giving options, you can leave a legacy that transforms lives and creates lasting change in the community.

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Whether through bequests, life insurance policies, retirement accounts, or charitable trusts, there are many ways to make a meaningful impact. Your gift helps provide crucial resources such as housing, therapy, education, and career development for young people, giving them the tools to overcome challenges and build brighter futures.

For more information on how to include The Balance in your estate planning, or to discuss other giving opportunities, please contact us directly. Together, we can ensure that the work we do continues to create hope, healing, and opportunity for generations to come. Thank you for considering a legacy of support for those in need.

Bequests


A bequest is a simple and powerful way to leave a meaningful gift to The Balance International Corporation. You can specify a percentage of your estate, a fixed amount, or a specific asset to be donated to us upon your passing. Bequests are easy to incorporate into your will or trust with the assistance of an attorney, and they are exempt from estate taxes.

Sample Bequest Language:
"I give and bequeath ________% of my estate (or the sum of $_______) to The Balance International Corporation, a 501(c)(3) nonprofit organization."

How to Set Up a Bequest:

  1. Consult with an Estate Planning Attorney – Schedule a meeting with an attorney to discuss your estate planning. They can help you add a bequest to your will or trust.

  2. Specify the Amount or Percentage – Choose the amount or percentage of your estate you would like to allocate to The Balance. You can also leave specific assets.

  3. Add Bequest Language to Your Documents – Work with your attorney to ensure the appropriate bequest language is added to your will or trust documents.

  4. Provide Our Legal Information – Share the legal name and tax identification number of The Balance with your attorney:

    • Legal Name: The Balance International Corporation

    • Tax Identification Number: 92-1318542

  5. Review and Finalize Your Documents – Once everything is in place, review and sign your will or trust.

Charitable Remainder Trusts

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A charitable remainder trust enables you to receive income from your gift during your lifetime, with the remainder benefiting The Balance International Corporation after your passing. This option allows you to support our work while receiving financial benefits.

How to Set Up a Charitable Remainder Trust:

  1. Consult with an Estate Planner or Attorney – Work with an estate planner or attorney to create a charitable remainder trust that aligns with your financial and charitable goals.

  2. Select the Assets for the Trust – Choose the assets you would like to place in the trust (e.g., cash, property, securities).

  3. Specify the Income for Your Lifetime – The trust will provide income to you or your designated beneficiaries during your lifetime.

  4. Name The Balance as the Remainder Beneficiary – After your passing, the remaining assets in the trust will go to The Balance International Corporation to fund our programs.

  5. Review the Trust Documents – Ensure the documents include The Balance’s legal name and tax identification number:

    • Legal Name: The Balance International Corporation

    • Tax Identification Number: 92-1318542

  6. Sign and Finalize the Trust – Once everything is in place, sign the trust agreement to make it official.

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Retirement Accounts

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Designating The Balance International Corporation as a beneficiary of your retirement accounts, such as IRAs or 401(k)s, ensures that your gift will directly support the youth we serve without going through probate. It is also a tax-efficient way to give.

How to Designate The Balance as a Beneficiary on Retirement Accounts:

  1. Contact Your Retirement Account Provider – Reach out to the financial institution that manages your retirement accounts (e.g., IRA, 401(k)) to obtain the beneficiary designation form.

  2. Fill Out the Beneficiary Form – On the form, name The Balance International Corporation as a primary or secondary beneficiary of your retirement account.

  3. Provide Our Legal Information – Include the following on the form:

    • Legal Name: The Balance International Corporation

    • Tax Identification Number: 92-1318542

  4. Review and Submit – After filling out the form, review the details and submit it to your financial institution. They will process the update and send you confirmation.

  5. Notify Us – If you would like, please inform us of your decision so we can properly acknowledge your support.

Life Insurance Policies

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By naming The Balance International Corporation as the beneficiary of your life insurance policy, you can provide a future gift while keeping control of the policy during your lifetime. This is a flexible and impactful way to contribute to our cause.

How to Name The Balance as a Beneficiary on Your Life Insurance Policy:

  1. Contact Your Life Insurance Provider – Get in touch with your insurance company to request the necessary forms to update your beneficiary information.

  2. Specify The Balance as a Beneficiary – On the form, list The Balance International Corporation as a primary or secondary beneficiary. You can allocate a percentage of the death benefit or a specific amount.

  3. Provide Our Legal Information – You’ll need to include the following details on the form:

    • Legal Name: The Balance International Corporation

    • Tax Identification Number: 92-1318542

  4. Review and Submit – Double-check the information and submit the form to your insurance provider. Once processed, you will receive confirmation.​​

Gifts of Real Estate or Property​

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You can choose to leave real estate or other valuable property to The Balance International Corporation after your passing. These gifts are often tax-deductible and can have a significant impact on our programs supporting at-risk teens.

How to Leave Real Estate or Property to The Balance After You Pass:

  1. Consult with an Estate Planning Attorney – Start by speaking with an estate planning attorney to discuss your intention to leave real estate or property to The Balance. Your attorney can help structure the gift in accordance with your wishes.

  2. Specify the Property in Your Will or Trust – In your will or trust, designate the real estate or property you wish to leave to The Balance International Corporation. You can choose to leave a specific property or a percentage of your estate to us.

  3. Provide Our Legal Information – Be sure to include our legal name and tax identification number when drafting the gift in your will or trust:

    • Legal Name: The Balance International Corporation

    • Tax Identification Number: 92-1318542

  4. Appraise the Property – If necessary, have the property appraised to determine its fair market value, which can be useful for tax purposes.

  5. Review and Finalize Your Documents – Once everything is included in your will or trust, review and sign the documents with your attorney.

  6. Notify Us – After finalizing the donation in your estate planning documents, you may choose to inform us so we can properly acknowledge your generosity.

The Balance is a 501(c)(3) Nonprofit

Tax ID EIN: 92-1318542

Donations are tax-deductible

© The Balance International Corporation 2025– All rights reserved.

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