Legacy Society

1. Private invitation to learn cutting-edge information from medical experts at local/ regional cancer institutions
2. Private reception to meet recipients and learn more about their experience with Pink Lemonade Project
3. Invitations to small gatherings (breakfast or lunch) with experts on diverse planned giving topics
4. Complimentary invitation to the Donor & Volunteer Appreciation Event and Pink Lemonade Project Annual Gala event

Contact: Ann Berryman, Chief Strategy Officer, Pink Lemonade Project
(503) 799-4930 or ann@pinklemonadeproject.org

1207 Washington Street, Suite 125, Vancouver, WA 98660
Pink Lemonade Project Tax Identification: 37-1699288

With the help of an advisor, you can include language in your will or trust, specifying a gift to be made to Pink Lemonade Project as part of your estate plan.

• A significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. A bequest is generally a revocable gift, which means it can be changed or modified at any time.
• You can choose to designate a bequest to be used for a general or specific purpose so you have peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes.
• If you have a taxable estate, your legacy gift may reduce estate taxes. Please consult with your financial advisor about your financial situation and potential tax benefits.

There are several ways you can make a bequest to us. For sample language and more information, contact us.

Remembering Pink Lemonade Project in your will is a wonderful way for you to make a lasting gift. Large or small, your bequest will make an important contribution to our long-term strength and our ability to carry on with our programs. A retirement plan can be a flexible, easy way to include Pink Lemonade Project in your estate plan. Because charities do not pay income taxes on the donations they receive, distributions to charities will avoid being taxed.

Estate and income taxes can consume a large portion of the money remaining in tax-deferred accounts such as IRAs and other qualified retirement plans. Giving your retirement plan to Pink Lemonade Project may result in a significant reduction of tax burden for your heirs.

Legal name: Pink Lemonade Project

Current Address: 1207 Washington St., Ste. 125, Vancouver WA 98660

Tax identification number: (37-1699288)

Transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Pink Lemonade Project. Please inform us so we can promptly process your gift. To transfer stocks, bonds, or mutual fund shares, please contact:

Mark Krsul – Edward Jones

Pink Lemonade Project Account 9302630414

DCT 0057

(360) 887.5384

The Qualified Charitable Distribution is an excellent way to show your support for Pink Lemonade Project and receive tax benefits in return. The Qualified Charitable Distribution (QCD) offers multiple benefits for making gifts from your IRA.

To make a QCD gift to Pink Lemonade Project, contact your IRA administrator to request a rollover from your IRA. Pink Lemonade Project’s tax ID number/EIN is 37-1699288

Please inform Pink Lemonade Project of the details of your generous gift, including: your legal name, the gift amount, which financial institution or custodian is sending the distribution, and if the gift will be sent by check or transfer.

The Qualified Charitable Distribution (QCD) offers multiple benefits for making gifts from your IRA.

• You must be 70½ years or older at the time of the gift.
• Gifts must go directly from your IRA to Pink Lemonade Society.
• For 2026, total QCD gifts cannot exceed $111,000 per individual or $222,000 per couple.

For 2026, the election limit for a QCD to a split-interest entity (e.g., a charitable remainder trust or gift annuity) is $55,000.

There are benefits to a Qualified Charitable Distribution:

• If you don’t itemize your income tax deductions, a QCD offers all the benefits of an itemized income tax charitable deduction.
• If you are age 73 or older and must take a Required Minimum Distribution RMD, a QCD gift can satisfy your RMD without increasing your income taxes.

Name Pink Lemonade Project as a beneficiary of your donor-advised fund (DAF). The Donor-Advised Fund (DAF) is an increasingly popular way to make a charitable gift. DAFs can provide you with immediate tax benefits while making your charitable giving easier. Here are two simple ways you can make a gift through your DAF:

• Make an outright gift now by recommending a grant to Pink Lemonade Project.
• Create a succession plan to recommend that Pink Lemonade Project receive all or a portion of the fund value upon the termination of the fund.

You can select the option that best suits your philanthropic and financial goals to support the Pink Lemonade Project. Just contact your Donor-Advised Fund administrator to recommend a grant to Pink Lemonade Project or to discuss a succession plan.

If you include Pink Lemonade Project in your plans, please let us know and be sure to use our legal name and federal tax ID.

Legal name: Pink Lemonade Project
Current Address: 1207 Washington St., Ste. 125, Vancouver WA 98660
Tax identification number: (37-1699288)

Creating a donor-advised fund can provide you with immediate tax benefits while making your charitable giving easier for years to come. You may wish to establish a Donor-Advised Fund at Pink Lemonade Project. Check with us about the minimum contribution required to start a Donor-Advised Fund, or you may recommend distributing the entire balance of your Donor-Advised Fund.

You may be given the opportunity to name the Donor-Advised Fund. Then, make an initial contribution to start your Fund. You can contribute cash or appreciated assets such as stocks or mutual funds. You’ll get an immediate income tax charitable deduction for your contribution that could reduce your taxes if you itemize. Once established and funded, Pink Lemonade Project may begin to receive grants from your Donor-Advised Fund. You do not get an additional income tax charitable deduction for these grants.

You should also consult your professional advisor for guidance.

If your life insurance policy is no longer needed, or will no longer benefit your chosen beneficiary, consider making a gift to help further Pink Lemonade Project’s mission. For example, you may have purchased a policy to provide for your children, and they are now financially independent adults.

• You can give a paid-up policy to Pink Lemonade Project, or even a policy on which you are still paying premiums. There are two simple ways to set up a gift of life insurance.
• You can irrevocably designate Pink Lemonade Project as the owner and beneficiary of your life insurance policy, and you may be entitled to a generous charitable income tax deduction.
• You can name Pink Lemonade Project as an irrevocable beneficiary of your life insurance policy but retain ownership of the policy itself and is not generally subject to an income tax charitable deduction.

Just call or write to your insurance company to request a form to make this change of beneficiary.

Charitable remainder trusts allow you to irrevocably transfer assets, and you and/or your beneficiaries receive payments from the trust for life, or another time period of your choice. The remainder of the trust then goes to Pink Lemonade Project, the mission delivery of Pink Lemonade Project.

• A Charitable Remainder Annuity Trust (CRAT) pays a fixed dollar amount for life or a term of years, regardless of market conditions. The CRAT allows individuals to donate appreciated assets (like stock) to a Pink Lemonade Project while maintaining a steady income stream for themselves or beneficiaries. The CRAT cannot accept additional gifts after it has been established.
• A Charitable Remainder Unitrust (CRUT) pays a fixed percentage rate to Pink Lemonade Project for life or a term of years. The annual income amount is based on the current value of the trust’s assets, so the payout will increase or decrease based on changes in the trust’s value.

• Charitable Gift Annuity (CGA)

A charitable gift annuity is a way for you to support a qualified charity and feel confident that you have dependable income in your retirement years.

With a charitable gift annuity, you agree to give a gift to a qualified charity and Pink Lemonade Project, in return, agrees to pay you (or someone else, if you choose) a fixed amount each year for the rest of your life. The balance is used to support our work.

This type of donation can provide you with regular payments for life and allow a qualified charity to further our mission. You can also qualify for a variety of tax benefits depending on how you fund your gift.

If you fund your gift annuity with cash or appreciated property, you qualify for a federal income tax deduction if you itemize. In addition, you can minimize capital gains taxes when you fund your gift with appreciated property.

You can also fund your gift using your IRA assets. If you are 70½ and older, you can make a once-in-a-lifetime election to fund one or more gift annuities. If funded in 2025, the maximum funding amount is $55,000 (2026). While your gift does not qualify for an income tax deduction, it does escape income tax liability on the transfer and count toward all or part of your required minimum distributions.

Important Things to Consider with This Gift:

• If you are required to take minimum distributions, you can use your gift to satisfy all or part of your obligation.
• You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
• Please note that all payments distributed by a Charitable Gift Annuity funded with assets from an IRA will be subject to ordinary income tax.

Deferred Charitable Gift Annuity

Like a standard charitable gift annuity, a deferred charitable gift annuity allows you to postpone the first payment to a date of your choice. At the time of your gift, you still receive an immediate tax deduction, but you can choose to defer the start date of income payments you receive from the qualified charity.

Many individuals like this option because it allows them to save money for future expenses or plans, such as retirement. This is also a great option if you’re someone who wants to secure your support for a qualified charity now, while setting aside funds for the future.

Benefits to you include:

• Receive an immediate income tax deduction.
• Potentially reduce your taxes by removing assets from your estate.
• Benefit yourself or others with steady income at a future date.

There is also the option to make a gift by setting up a flexible annuity, which is much like a deferred annuity, but you do not need to establish the date of first payment at the time you make your gift. Instead, you give yourself the flexibility to finalize the date closer to the time of payment. This allows you to consider the timing of other events in your life, particularly retirement.

We would be happy to speak with you in confidence, with no obligation.

Contact: Ann Berryman, Chief Strategy Officer, Pink Lemonade Project
(503) 799-4930 or ann@pinklemonadeproject.org

1207 Washington Street, Suite 125, Vancouver, WA 98660
Pink Lemonade Project Tax Identification: 37-1699288