Ways to Give Planned Giving Welcome 1892 Legacy Society About the 1892 Legacy Society Meet 1892 Legacy Society Members Contact Us Ways to Give Gifts for the Future Gifts That Pay You Income Gifts That Protect Your Assets Designate & Donate At-a-Glance Plan-a-Gift Compare Gift Plans Goals & Benefits Personal Planning For Professional Advisors Resources Estate Planning Section Will Planning Wizard Personal Calculators Tip of the Week Ways to Give Gifts for the Future Wills or Trusts Help advance fundamental research into new treatments and cures for generations to come by making a gift to Wistar in your estate plan. Life Insurance Policies When you name Wistar as a beneficiary of your life insurance policy, you may be able to save on estate taxes. Retirement Plans Naming Wistar as a beneficiary of your IRA, 401K or other qualified plan may eliminate both income and estate taxes. Gifts that Provide Income Charitable Gift Annuities Donate to Wistar and in return receive payments for life. You may even be able to save on taxes – it’s a win-win! Deferred Gift Annuities Make a gift to Wistar now that will pay you income later. When you defer your payments, they will be higher. Unitrusts This very flexible giving option can provide you with income and may provide a hedge against inflation. Gifts of Assets Appreciated Securities Donating appreciated stocks bonds or mutual funds is quick and simple and may provide you with significant tax benefits. Cash Maximize your charitable deduction and provide funds for research immediately. IRAs If you are 70 ½ or older, you can use your required minimum distributions to make gifts from your IRA. Personal Property Donate valuable books, artwork or equipment to support biomedical research and save on taxes. Real Estate Donate residential, commercial or undeveloped real estate to advance science, and save on taxes and reduce ownership responsibilities. Retained Life Estate Give Wistar your house and continue to live there rent-free. Other Gift Options Charitable Lead Trusts Freeze the taxable value of your assets, use them to support Wistar today, and pass them on to loved ones after your lifetime. Donor Advised Funds Manage your charitable giving through this convenient, flexible and cost-effective alternative to a private foundation. Testamentary Gifts Leave a gift to Wistar in your will or revocable trust with a provision that the gift first be used to provide income to your heirs.
