More Ways To Give
Name the World Monuments Fund in your estate plans
There are several financial tools you can use to plan a gift to the World Monuments Fund that will return benefits to you and your loved ones. Such benefits include:
- An immediate charitable tax deduction
- Guaranteed and stable annual income for life
- Exclusion of donated assets from your taxable estate
- Shelter from market volatility
Bequests
A bequest in your will is a simple way to remember the World Monuments Fund during your estate-planning. Whether you wish to provide general operating support or designate your gift to a specific project, your bequest represents an enduring commitment to the World Monuments Fund.
A bequest to WMF may also help you meet your own long-term financial goals, since you may claim a charitable deduction for the entire amount of the gift. While your estate plan will be prepared by your own counsel and advisors, our Development Department would be pleased to discuss these giving opportunities with you.
Charitable Gift Annuities
Charitable gift annuities are one of the most popular ways to support charitable organizations through planned giving while at the same time securing a fixed annual sum for life for you and/or a loved one.
Charitable gift annuities may also create significant tax advantages for the donor: a portion of each annuity payment is treated as a tax-free return of principal, and the creation of a charitable gift annuity may also allow you to claim an immediate charitable income tax deduction. For more information on how a charitable gift annuity can work for you, please contact our Development Department.
Other Planned Giving Options
There are a number of other life-income gifts and other sophisticated financial planning vehicles that may have favorable financial and tax benefits. Please call WMF's Development Department about major gifts involving financial or estate planning including retirement assets, life-income plans such as charitable remainder trusts and deferred gift annuities, and gifts of real estate or life-insurance policies.
Not ready to consider planned giving options? Donate online today and take an immediate tax deduction for your charitable gift.
