Cash assets are the simplest form of giving, no matter how small or large and are the most convenient for us to process.
Securities allow you to avoid paying capital gains and receive the greatest tax deduction for the full market value of securities given.
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.
IRA or qualified retirement plan assets can be donated to avoid the potential for multiple taxation when left to the heirs.
A bequest naming the WPRF as beneficiary may reduce estate taxes, and will provide a sustaining source of income for years to come.
Life insurance, if it is no longer needed, is another way to give, and is also tax- deductible.
Contact us to learn more about our Planned Giving options, or to let us know that you have included us in your will.