Deferred
Gifts
Wentworth Foundation, Inc. (WFI) credits your pledge for the full amount
of the deferred gift, with a signed Letter of Intent or a copy
of your will, insurance policy, or retirement plan beneficiary
designations.
WFI recommends that you consult an Estate Attorney
to assist in ensuring that your loved ones are provided for
and that those organizations that have been important in your
life be remembered.
Many
of our partners support Wentworth Foundation, Inc. through
planned gifts, which may qualify for significant tax deductions.
Giving options include bequests through your will, insurance
policies and retirement accounts, as well as Charitable Lead
Trusts and Charitable Remainder Trusts.
Bequest
through Will
One of the simplest ways is to give of your estate. You can
make a gift bequest, after others have been provided for,
of a dollar amount, specific property, a percentage of the
estate or what is left (remainder) to the Wentworth Foundation,
Inc.
Life
Insurance
Purchase a new life insurance policy naming the Wentworth
Foundation, Inc. owner and beneficiary. You receive an income
tax deduction for each premium made and provide a major gift
to the Foundation, with a modest annual payment.
Retirement
Plans
Retirement Account Funds (IRA’s or company plans) beyond
the comfortable support of yourself or loved ones may be given
(like life insurance proceeds) to Wentworth Foundation, Inc.,
by proper beneficiary designation.
Please contact
Kent McElroy, Vice-President of Development, (660) 232-2221 x1232,
or by email, with any
questions.
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