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Planned Giving

Gifts can be made to the WPSBC Foundation in the form of a charitable gift annuity, donor-advised funds, stock or security or by remembering WPSBC in your will. A thoughtful planned gift enables charitable donations at a level that you might not have thought possible, while maximizing tax benefits for you and your family, and giving great meaning to the School's Mission. Each gift option offers various benefits and gives donors the chance to perpetuate their legacy of philanthropic values.

 

Charitable Gift Annuity

A Charitable Gift Annuity is a gift involving a contract between a donor and the WPSBC Foundation, where the donor transfers cash or property to the Foundation in exchange for a partial tax deduction and a fixed income for life for the Foundation.

 

Donor Advised Funds

A Donor Advised Fund is a charitable giving program administered by a public charity on behalf of an organization, family or individual in order to manage charitable donations. This option offers favorable tax benefits and flexible giving options for the donor.

 

Remember the WPSBC Foundation in Your Will

Leave a legacy by listing the WPSBC Foundation in your will or living trust, or by naming the Foundation as a beneficiary of a retirement plan or life insurance policy. This can be expressed as a dollar amount or as a percentage of assets to be given.

 

Stock or Security

Gifts of stock and securities such as stock, bonds and mutual funds can reduce your tax deduction and provide you with financial benefits.

 

For more information on planned giving, please contact the WPSBC Foundation or your tax advisor.