Ways to Give  
Giving is one way to change the world. Headwaters donors are as diverse as the people you see throughout the community. While they come from all walks of life, our donors share a commitment to transforming the world and an understanding that it takes resources to do this. Gifts can support work for justice today, advance your broad philanthropic goals, or create a permanent resource for change.

Giving to our annual fund—supporting work for justice today:

We make giving as easy as possible. You can give:

• By making a gift online. You can support Headwaters through a one-time donation or set up automatic monthly deductions from a credit card, checking or savings account by clicking here.

• By check or credit card mailed to Headwaters Foundation for Justice, 2801 21st Avenue South, Suite 132B, Minneapolis, MN 55407.

• Using automatic debits from a checking, savings or credit card account. Making a monthly automatic donation is convenient and hassle-free, and helps increase your gift by spreading it over time. Once set up, your monthly giving continues until you decide to make a change.

• By making a pledge payable over time. You set the amount and payment schedule. Your pledge helps Headwaters plan for the future, knowing resources will be there to tackle long-standing injustice.

• Through a gift of stocks or bonds. Donating stock or other securities to Headwaters is a great way to put resources to use for social change. By gifting appreciated securities that you have held for over a year, you can take a tax deduction for the full market value of the appreciated stock, bonds or other kinds of securities without an obligation to pay capital gains taxes. This means you can give more to social change philanthropy!
  
  Low yielding securities that have appreciated since you purchased them are a great choice to consider. Remember, to get the maximum benefit for you and Headwaters, the security should be transferred (not sold). But please consult your investment or tax advisors before making a donation.



Here is the key information you will need to make a transfer: Brokerage Firm: Southwest Securities Corp DTC Number: 0279 FBO Headwaters Foundation for Justice, Account Number:  339 546 648  Our Broker is: Robert Shepard Capital Management Securities (952) 746-1108 Important:   Gifts of stocks/bonds are commonly transferred without identifying information with regard to the donor.  If you wish your gift to be acknowledged, please notify Headwaters of this or any subsequent gifts of stocks or bonds to ensure that your gift is properly identified and receipted for tax purposes.  Jodi Williams – 612.879.0602 ext 12 jodi@headwatersfoundation.org Headwaters Tax ID Number: 36-3359386


When you are ready to make a transfer, please use our stock donation form (or you may mail or fax a letter with the same information to our office). Please call Jodi Williams at 612-879-0602 ext. 12 if you’d like more information.

• By designating your gift to Headwaters through the Community Shares of Minnesota or United Way.

• By making a memorial or tribute gift in honor of a special person. The name of the person you honor will be included in our annual report. Please give us the address of the person you are remembering or honoring, or the address of their loved ones, and we will notify them of your thoughtfulness.

• By asking friends and family to celebrate a special occasion in your life through a gift to Headwaters. Many of us don’t want or need more “things.” What better way to recognize a birthday, wedding, retirement or other special occasion than by making a gift to Headwaters to transform our community?

• Through company matching gift programs. Be sure to ask your company human relations administrator if they have a matching gift program. You could increase your gift by as much as two to three times the value of the original gift.

• By helping to widen our circle of supporters. Please help us spread the word by passing our information on to others who share your vision for a just society! Help us widen our circle of supporters by hosting a party in your home. We’ll provide the speaker and help with the details.

For more details about annual fund giving, please call Jodi Williams at 612-879-0602 ext. 12, or via e-mail to jodi@headwatersfoundation.org

Opening a Donor Advised Fund—Using Headwaters to advance your broad philanthropic goals.

• By setting up a Partnership Fund, our donor-advised giving program. You make a contribution to Headwaters, receive an immediate tax deduction for your gift, and then can recommend groups for funding when it is convenient for you. We help you learn about a wide array of social justice groups. You can direct resources to groups and issues you care about (locally, nationally and internationally), and we do the work from there. Please contact Jodi Williams at 612-879-0602 ext. 12 for more information.

Creating a lasting legacy for social justice

• By giving to Headwaters’ endowment fund or Fund of the Sacred Circle endowment, where gifts build a perpetual base of resources for progressive work.

• By including Headwaters Foundation for Justice in your will as a legacy for social change. To add Headwaters as a beneficiary in your will, estate plan or as a beneficiary of your retirement plan please include our full name and ID number: Headwaters Foundation for Justice, tax ID number 36-3359386.

  This will create an unrestricted gift. Because the future is unknown, unrestricted gifts enable Headwaters to use the money to best support needs over time. But if you want to restrict your gift to a specific purpose, include that language and please contact us so that we understand your intent for how you’d like us to use your gift.

  Please let us know if you have named Headwaters as a beneficiary of a legacy gift, so that we can list you in our growing circle of friends and supporters committed to ensuring that Headwaters will continue to be a vital resource for justice for future generations.

• By naming Headwaters as a beneficiary of all or part of a life insurance policy, IRA or qualified retirement plan. You can avoid income and estate taxes while supporting Headwaters. Special note to donors over 70 and 1/2: Until December 31, 2007, donors age 70 and ½ may transfer up to $100,000 in IRA assets directly to Headwaters without recognizing any federal taxable income. A charitable distribution does not limit any other giving you may have planned. Because the charitable distribution generates neither taxable income nor a tax deduction, even non-itemizers can benefit. Special circumstances apply—please contact us for information and seek the advice of your tax or legal counsel before taking action.

• Through other planned gifts, such as charitable remainder and lead trusts, providing financial security for you and your loved ones and benefiting Headwaters.

For more details about legacy giving, please call Jodi Williams at 612-879-0602 ext. 12, or email jodi@headwatersfoundation.org.

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