Ways To Give

Mail a Check

To donate by mail, please make your check payable to “Community Workforce Solutions” and mail it to us at:

Community Workforce Solutions
1011 Schaub Dr., Suite 200
Raleigh, NC 27606

Wire Transfers

To electronically transfer funds to Community Workforce Solutions via wire or ACH, please provide the following information to your financial institution that will initiate the wire transfer:

Bank Name: Truist Bank
Routing Number: 053101121 (For Fedwire and ACH transfers)
Account Name: Community Workforce Solutions
Account Number: 0005104890603
Reference: Please provide your name, address and zip code to allow us to appropriately record and acknowledge your donation.

To communicate additional information or special instructions, please notify us at 919-231-3325 or plannedgiving@nc-cws.org.

Gifts of Stock

Charitable tax advantages often make giving stock more beneficial than giving cash.

By gifting appreciated stock from your investment account, you may be eligible to:

• Receive a charitable income tax deduction
• Eliminate capital gains taxes

To transfer shares of public stock to Community Workforce Solutions, provide your broker with the following information and notify us at 919-231-3325 or plannedgiving@nc-cws.org of the amount and type of shares given so we can record and acknowledge your donation.

Estate Gifts

If you believe in the mission of Community Workforce Solutions, we invite you to consider making us part of your enduring legacy by including us in your estate plans and joining our Legacy Society!

You can do this by:

• Beneficiary Designation
  Designating CWS as a beneficiary of a financial account such as a retirement plan, life insurance policy, donor advised fund, charitable gift annuity, charitable trust, or other account, OR
• Bequest
  Including CWS in your will or trust by inserting a provision containing our legal name and federal tax ID:
  Legal Name: Community Workforce Solutions Inc.
  Address: 1011 Schaub Dr., Suite 200, Raleigh, NC 27606
  EIN #: 56-0818985

If you include us in your estate plans, please let us know. We would love to welcome and honor you as a member of our Legacy Society!

Gifts from Retirement Accounts

Making gifts to Community Workforce Solutions from traditional retirement accounts can allow you or your heirs to avoid paying income tax on distributions.

There are several advantageous ways to give from retirement accounts:

Required Minimum Distributions (RMD):
If you are over age 72 and are required to distribute funds from your retirement plan, you can satisfy your annual RMD and avoid paying income tax on the distribution by giving directly to CWS.

Qualified Charitable Distribution (QCD)
If you are over age 70 ½, you can distribute up to $108,000 per year from your IRA directly to CWS without paying income tax. This counts toward your annual RMD fulfillment.

Beneficiary Designation
At any age, you can designate CWS as a beneficiary of your retirement accounts. Traditional retirement accounts make for great assets to transfer to tax-exempt charities because heirs have Legacy Giving to pay income taxes on distributions!

Learn more about beneficiary designations and becoming a member of our Legacy Society here.

Other Assets and Giving Strategies

Community Workforce Solutions can accept a wide variety of assets such as:

• cryptocurrency,
• real estate,
• art,
• life insurance,
• private business interests,
• or help you set up charitable vehicles like gift annuities or charitable trusts that provide income to you or loved ones.

There are many ways to give that maximize your impact and tax savings.

If you have any questions, need assistance, or have interest in speaking further about charitable estate planning strategies for yourself, loved ones, or those with special needs, please reach out!

Rhoda Masella
Executive Director
(919)231-3325
plannedgiving@nc-cws.org