While Wesley Woods relies heavily on current contributions, the ongoing needs of our residents can only be met with the foresight and generosity of individuals who include the Foundation of Wesley Woods in their estate plan. To learn more about tax-smart ways to give or leaving your legacy at Wesley Woods please contact Maggie Medlock at 404-282-8674 or znttvr.zrqybpx@jrfyrljbbqf.bet.
TAX-SMART WAYS TO GIVE TODAY
- Lower your taxable income by donating your Required Minimum Distribution
- A gift from your IRA to a nonprofit will count as a qualified charitable distribution (QCD) and will be tax-free up to $100,000.
- Lower capital gains with a gift of appreciated securities such as stock
- Double your gift by securing a matching gift from your employer
- Establish a recurring monthly or annual credit card contribution
- Make a grant through your Donor Advised Fund (DAF)
FUTURE PLANNING
- Designation in a will, trust, or other estate plan
- Beneficiary of an IRA or retirement plan, such as 401K or 403(b)
- Charitable remainder trust
- Beneficiary of Life Insurance proceeds or beneficiary designation
- Wesley Woods residents who pay an entrance fee can designate the Foundation as beneficiary
The Torchbearers Society was established to recognize donors who have made planned gift commitments and who will make Wesley Woods part of their legacy. If you have made a planned gift commitment for Wesley Woods, please let us know so we can express our sincere appreciation.