Major Gifts

Planned Giving

You can extend your personal philanthropy and generosity well into the future through Planned Giving. A planned gift can protect your assets, provide for your family, and guarantee you income for life. By making a charitable bequest in your will, you can make a significant impact through a gift that costs nothing in your lifetime.

Ways to make a Planned Gift:

• Wills and Living Trusts – secure a charitable estate-tax deduction for the value of the gift and know that your generosity will support our mission for years to come.
• Retirement Plans – your retirement-plan benefits are likely a significant portion of your net worth, and because of special tax considerations, they could make an excellent choice for funding a charitable gift.
• Appreciated Securities – gifts of long-term appreciated property can generate the most favorable tax benefits: a charitable deduction (in most cases) for the full fair-market value of the property plus avoidance of any potential capital-gain tax.
• Life Insurance – life insurance itself can be the direct funding medium for a gift, permitting the donor to make a substantial gift (face value of policy) for a relatively modest annual outlay (i.e., the premium payment).
• Tangible Personal Property – you are entitled to a charitable deduction for personal property such as works of art (not created by donor), rare books, stamp, or coin collections.
• Real Estate – most kinds of real estate can be donated to WFHC, including personal residence, undeveloped land, farms, commercial buildings, and vacation homes.