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Planned Gifts

Planned Gifts

The most common donations are outright gifts of cash. But many times, people want to hold on to their resources and assets for now, just to be sure they can meet their family’s future financial needs. Many are delighted to learn that WJU has excellent alternatives that allow individuals, like you, to make a planned gift with WJU.

Here are a few of our options; please call the WJU Development Office at (916) 577-1811 with any further questions.

 

Bequest in Will

Your Goal: Defer a WJU gift until after your lifetime.

 

Revocable Living Trust

Your Goal: Make a revocable WJU gift during your lifetime.

 

Outright Gifts of Securities

Your Goal: Avoid tax on capital gains by making a WJU gift.

 

Gift of Life Insurance

Your Goal: Make a large gift to WJU with little cost to yourself.

 

Gift of Retirement Assets

Your Goal: Avoid the twofold taxation on IRAs or other employee benefit plans with a WJU gift.

 

Gift of Real Estate

Your Goal: Make a gift of an asset no longer needed to WJU, and generate an income tax deduction.

 

Gift of Retained Life State

Your Goal: Give your personal residence, vacation home or farm to WJU now, but continue to live there.

 

Charitable Remainder Unitrust

Your Goal: Create a hedge against inflation over the long term and supplement your retirement income.

 

Charitable Remainder Annuity Trust

Your Goal: Secure a fixed income and supplement your retirement funds.

 

Charitable Gift Annuity

Your Goal: Supplement income with steady (safe, confident) payments that are partially tax-free.

Charitable Lead Trust

Your Goal: Reduce gift and estate taxes on assets you pass to children or grandchildren.

Ways to Give

Giving

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