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Income Producing Gifts
Make a gift to WCU that may also
provide financial security for you and/or your heirs
There are many ways to make a gift to WCU that will also help you to provide for your financial security during retirement, or for the financial security of your loved ones.
Please consider these options:
Charitable Gift Annuity
This gift supplements retirement income based on fixed quarterly or annual payments from an initial investment. The rate of interest income generation depends on the amount of the initial investment and the donor's age at the time of the gift.
Deferred Gift Annuity
This type of annuity allows donors to defer income payments on their Charitable Gift Annuity Investment. By deferring income for a year or more, the donor may benefit from a higher gift annuity rate and a higher tax deduction.
Charitable Lead Trust
The donor transfers assets to a trustee who makes annual payments to WCU for a set number of years (typically 10-25). At the end of the trust term, the principal and any appreciation of the original assets used to make the gift is transferred back to your beneficiary(ies). Charitable Lead Trusts may provide federal and state tax benefits to the donor and their heir(s) or beneficiary(ies).
Charitable Remainder Trust
A Charitable Remainder Trust is funded by an irrevocable transfer of cash, securities, or other assets that will pay the donor an income for life, or a set period of years. At the end of the trust term, the trust principal becomes a gift to WCU.
| There are many other ways that you can make a gift to WCU through estate planning. Please contact Meredith A. Sossman, Esq., Director of Gift Planning, at 610.430.4152. |
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