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There are several financial tools you can use to plan a gift to 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
A bequest in your will is a simple way to remember 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 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.
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 to discuss in confidence your options for 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.