Gifts from Your Will or Trust

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How Does It Work?

Simply include a bequest to witf in your will or trust. (Click here to see sample language for your will)  You can make the bequest unrestricted or direct it to a specific purpose.  You are able to designate a specific amount or a percentage of the balance remaining in your estate or trust that will go to witf. (View a Codicil to Last Will and Testament)

What are the Benefits?

  • During your lifetime, your assets remain in your control.
  • When your life's circumstances change, you can modify your gift to address those changes.
  • You can direct your gift to a particular purpose (be sure to check with witf to make sure your gift can be used as you desire).
  • There is no upper limit on the estate tax deduction for your charitable bequests under the current tax law.

A gift from your will is a good choice if:

  • You want to help ensure witf's future viability and strength.
  • Long-term planning is a high priority for you rather than an immediate income tax deduction.
  • You want the flexibility of a gift commitment that doesn't affect your current cash flow.

Your bequest to support witf's mission should be planned thoughtfully. Many good planning techniques are available, and you should choose the type of bequest that best suits your personal objectives.

For example, your bequest can be a stated dollar amount, or you can bequeath specific property to witf. Some of our friends prefer to bequeath a certain percentage of the remainder of their estate — the amount that remains after paying all debts, costs, and other prior legacies.  (Click here to see sample language for your will)

Whichever form you prefer, you can direct that your bequest be used for the general support of witf's work or for a specific purpose you designate. Whatever your objectives, we will be happy to work with you in planning a bequest that will be satisfying, economical, and effective in carrying out your wishes in our important mission.

With your permission, we will recognize your gift through membership in witf's Legacy Circle, a distinguished group of supporters who have made a planned gift to our mission.

Contact witf about Planned Giving

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