Planned Giving

Establish a lasting legacy with a planned gift to World Monuments Fund


There are several financial tools you can use to return benefits to your loved ones and yourself, while securing tax and/or financial benefits for your family. A planned gift is both meaningful and practical—benefits may 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 World Monuments Fund during your estate planning. Whether you wish to provide a gift to the endowment, general operating support, or designate your gift to a specific project, your bequest represents an enduring commitment to cultural heritage. A bequest gift 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.

There are a number of other life-income gifts and financial planning vehicles that may have favorable financial and tax benefits. Please contact Darlene McCloud at dmccloud@wmf.org or 646-424-9594 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.
 
Not ready to consider planned giving options? Donate online today and take an immediate tax deduction for your charitable gift.

When creating your estate plan, leave a legacy for loved ones—and for our shared cultural heritage.