At Roots and Wings, we believe in the power of literacy to change a child’s future, and we know many supporters want their generosity to extend beyond today. That’s why we’re excited to introduce our new Legacy Site, a clear, easy-to-use hub that shows how you can make a meaningful gift that supports students and educators for generations to come.

Why Legacy Giving Matters

Legacy gifts help ensure that our signature programs continue to meet the needs of students and the educators who inspire them. Your planned gift sustains Project UpLift, our free, small-group after-school reading program for elementary students in need and celebrates great teaching through the Above & Beyond Awards. Together, these initiatives improve reading skills, build confidence, and recognize the classroom leaders who spark a lifelong love of learning.

What You’ll Find on Our Legacy Site

The site is designed to make planned giving approachable. It highlights straightforward options and practical next steps so you can choose the path that fits your goals and circumstances. A few examples:

• Wills and Living Trusts – Add just a sentence to your will or trust to include Roots and Wings – an easy way to reflect your values in your estate plan.
• Beneficiary Designations – Name Roots and Wings on an IRA, life insurance policy, donor-advised fund, or commercial annuity – often without changing your will.
• Smart Giving from Your IRA (QCDs) – Eligible donors (age 70½ or older) may direct up to $108,000 this year from their IRA to Roots and Wings; it can satisfy some or all of the required minimum distribution and won’t count as taxable income. (As always, consult your advisor.)
• Income-Producing Gifts – Consider a Charitable Gift Annuity or

Charitable Remainder Trust to support Roots and Wings while receiving dependable payments and potential tax benefits.

• More Ways to Give – Explore gifts of appreciated securities, real estate, and donor-advised fundstrategies to simplify your giving and, in some cases, reduce capital gains.

Each page offers easy guidance and a short “Your Next Steps” checklist so you can move forward confidently.

Your Legacy: Literacy, Opportunity, and Hope

When you include Roots and Wings in your plans, you’re planting seeds of opportunity for students who need it most – helping them unlock essential reading skills and thrive in school and beyond. You’re also lifting up the teachers and staff whose dedication changes lives every day. That’s a legacy of literacy, empowerment, and enduring impact.

Ready to Explore?

• Visit the Legacy site: Browse options and learn how simple and meaningful planned giving can be.
• Talk with Ted: Schedule a call with our founder, Ted Hoskinson, to discuss what approach might be right for you.
• Loop in your advisor: Every situation is unique; your financial or legal advisor can help you tailor a plan that accurately reflects your goals. (Our legal name is Roots and Wings, Inc.; Federal Tax ID: 38-4008636.)

Thank you for considering a gift that carries forward your commitment to children, educators, and a stronger community. With your support, we can keep making a big impact today and into the future!