A planned, or deferred gift is a charitable gift that is set up with the assistance of a financial advisor and development officer. A planned gift can be funded with cash or other assets. Either way, the benefits of a planned gift can be very attractive. When you create a planned gift, you will potentially increase your current income, reduce taxes, avoid capital gains tax, pass assets to family at a reduced tax cost, and (down the road) make a significant donation to the Williams Syndrome Association Endowment.
There are many benefits to planned gifts:
- Maximizing your charitable contribution
- Allowing advantageous tax deductions under both state and federal law
- Turning appreciated assets into an income for yourself and/or others
Planned giving is a tool that helps you achieve your goals for the WSA as it enhances your own personal financial
plans and security.
There are many different types of planned gifts you can make to the Williams Syndrome Association.
- Charitable Gift Annuity
- Charitable Remainder Trusts
- Life Insurance
- Mutual Funds
- Retirement Assets
You do not have to be wealthy to create a legacy for the Williams Syndrome Association. A gift of any size can make a difference for the WSA. It will then be combined with gifts from others and permanently invested to generate income for endowment programs including scholarships, research, and independent living options for adults with Williams syndrome.
Many individuals are fortunate enough in life to reach a point where they can make a profound difference by funding a specific project or initiative of a non-profit organization. If you or a loved one are nearing this crossroad, we would love to discuss our current funding priorities and your philanthropic interests. This is a way to leave your mark on the WSA community for years to come. Examples of a significant gift include an endowed scholarship, the naming of a WSA program or sponsorship of an annual initiative. Many of these gifts will connect your family name to the WSA in perpetuity. For more information, please contact Terry Monkaba at email@example.com or (248) 244-2229.