Planned Giving

dollar-icon (1)Cash assets are the simplest form of giving, no matter how small or large and are the most  convenient for us to process.

 

 security-iconSecurities allow you to avoid paying capital gains and receive the greatest tax deduction for the full market value of securities given.

 

House-icon   Real estate (held for more than one year) may be accepted by the Foundation (limitations   may apply). A gift of real property may yield the same tax advantages of securities.

 

 piggy-bank-iconIRA or qualified retirement plan assets can be donated to avoid the potential for multiple taxation when left to the heirs.

 

 Diploma-Certificate-icon A bequest naming the WPRF as beneficiary may reduce estate taxes, and will provide a  sustaining source of income for years to come.

 

 insurance-icon Life insurance, if it is no longer needed, is another way to give, and is also tax-  deductible.

 

phone-iconContact us to learn more about our Planned Giving options, or to let us know that you have included us in your will.