Your Gift Makes a Difference
When you donate to the Sons of Norway Foundation, you are helping to strengthen our Nordic legacy and keep our vibrant communities thriving for generations to come. Your generous donations will:
- Provide access to higher education for Sons of Norway members
- Showcase our unique Norwegian heritage and culture to wider audiences
- Support cross-cultural exchange programs with Norway
- Bring humanitarian support to Sons of Norway members affected by natural disasters
Leave a Lasting Legacy
Maximize your impact by including a Legacy Gift in your estate plan. Whether you simply name the Sons of Norway Foundation as a beneficiary of your will or life insurance policy, or establish a specialized trust or scholarship fund, there are many ways to create a lasting legacy.
Whatever your goals, we are happy to work with you and your estate planning team to help you accomplish your giving objectives and make Sons of Norway part of your personal legacy.
Want to Be Remembered?
Where There’s a Will, There’s a Way.
You can make a gift today that supports our mission far into the future.
A bequest is a gift made through your will or trust. It is simple to establish, costs you nothing during your lifetime, and can be tailored to meet your personal and financial goals.
For example, you can:
- Leave a specific dollar amount or property.
- Designate a percentage of what remains in your estate after debts and other bequests are paid.
- Direct your gift to support the Foundation’s greatest needs or a specific program that is meaningful to you.
- Create a tribute gift in honor or memory of someone special.
Benefits:
- Maintain control: Your assets remain in your control during your lifetime.
- Stay flexible: You can modify your gift as your circumstances change.
- Potential tax benefits: Gifts to the Foundation may be exempt from federal estate tax.
How It Works:
- Include a bequest to the Sons of Norway Foundation in your will or trust.
- Make your bequest unrestricted or designate it for a specific purpose.
- Choose the type of gift that best meets your goals, such as a specific dollar amount, asset, or percentage of your estate.
Sample Bequest Language:
Residual Gift
A residual bequest comes to the Foundation after estate expenses and specific bequests have been paid:
I give and devise to Sons of Norway Foundation (Tax ID #41-6054126), located in Minneapolis, MN, all (or state a percentage) of the rest, residue, and remainder of my estate, both real and personal, to be used for its general support (or for the support of a specific fund or program).
Contingent Gift
The Sons of Norway Foundation can be named as a contingent beneficiary in your will or personal trust if one or more of your specific bequests cannot be fulfilled:
If (insert name) is not living at the time of my death, I give and devise to Sons of Norway Foundation (Tax ID #41-6054126), located in Minneapolis, MN, the sum of $__________ (or all or a percentage of the residue of my estate) to be used for its general support (or for the support of a specific fund or program).
Specific Gift
Naming the Sons of Norway Foundation as the beneficiary of a specific amount or asset is simple:
I give and devise to Sons of Norway Foundation (Tax ID #41-6054126), located in Minneapolis, MN, the sum of $__________ (or asset) to be used for its general support (or for the support of a specific fund or program).
A Bequest Could Be Right for You If:
- Long-term planning is more important to you than an immediate income tax deduction.
- You want the flexibility of making a gift commitment without affecting your current cash flow.
- You want to help ensure the Foundation’s mission continues for generations to come.
Interested?
Your financial advisor or estate planning attorney can help you determine whether a bequest is right for you and how best to structure your gift. If you do not have a financial advisor, the Sons of Norway Foundation may be able to assist you with a referral.
To designate your gift, please contact us at [email protected].
The information on this website is not intended as legal or tax advice. For information about how a gift may affect your individual tax situation, please consult your attorney or tax advisor.
MAILING ADDRESS
Sons of Norway Foundation
1455 W. Lake Street
Minneapolis, MN 55408
*If sending a check, please make it payable to “Sons of Norway Foundation”
PHONE
612-821-4655
Toll-free: 800-945-8851
HOURS
Mon-Th: 8 am – 5 pm CT, Fri: 8 am – Noon
SEND US A MESSAGE
