Legacy giving
A gift that outlasts all of us.
Including Soulfully in your will or estate plans costs nothing now, and gives an organisation working on a very long problem something rare: certainty about the far end of it.
Ways to do it
Four common forms.
Your advisor will know which of these suits your circumstances. We can supply whatever details they need.
A bequest in your will
A specific amount, a percentage of your estate, or whatever remains after other gifts.
A beneficiary designation
Naming Soulfully on a retirement account, life insurance policy or investment account.
A donor-advised fund successor
Directing part or all of a remaining DAF balance to Soulfully.
A gift of assets
Property, securities or other assets, handled through your advisors.
What your advisor will ask for
Our legal name is Soulfully Foundation and our EIN is 33-3396305. Anything else your solicitor, attorney or financial advisor needs — including confirmation of our nonprofit status and current registered details — we’ll send directly on request.
Soulfully doesn’t provide legal or tax advice, and nothing on this page is intended as either. Please speak to your own advisor before making arrangements.
You don’t have to tell us. We’d like you to.
A legacy gift is entirely private, and revocable at any time. But if you’re comfortable letting us know, it helps us plan — and it means we can thank you properly while you’re still here to hear it.
Legacy giving
Start with a conversation, not paperwork.
Write to info@soulfully.foundation and we'll answer whatever you or your advisor need to know.