Types of Long-Term Gifts

MEMBERS, FAMILIES & DONORS

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Long-term Planned Giving Gifts

Maybe you don’t have the ability to give to the need that weighs on your heart right now, but would still like to contribute to the mission. Here are a few options!
 

Appreciated Assets & Stocks

Did you know you can give appreciated assets or appreciated stocks to the ministry of your preference? This also gives you a significant tax benefits while assisting the mission of ministry.
 

Bequests

You can leave a legacy to a favored ministry in your estate planning documents. In addition to wills and power of attorneys, you can also cover additional needs including guardianships for minors and special needs trusts.
 

IRA Rollovers

At a certain age, the government requires mandatory IRA withdrawals. In some situations, the tax burden of that withdrawal is undesirable. By giving it directly to a ministry of your choice, you can lower the income and taxes from mandatory withdrawals.
 

Charitable Gift Annuities

You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years. After the designated term, the ministry of your choice receives the remaining assets.
 

Charitable Lead Trust

This is similar to a Charitable Gift Annuity. You transfer your cash or property to fund a lead trust that makes gifts to a ministry of your choice for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
 
 

Find Out More About Planned Giving!

 

 

We’ll help you be a giving hero!

 

Call Planned Giving & Trust Services at (253) 681-6008
or visit www.wcwilltrust.org to make arrangements!