There are several ways in which you can create a personal legacy, have a meaningful impact on the important work of World Monuments Fund (WMF), and ensure the organization’s long-term vitality. A planned gift may also provide tax incentives and benefits to your loved ones. Some of the options available include:
Leave WMF a bequest in your will
A bequest in your will is a simple way to remember WMF during your estate planning, and may also help you meet your financial goals with significant tax benefits for your estate. You can give a set amount or percentage of your estate.
Name WMF as a beneficiary of all or a percentage of your retirement plan
Individual heirs are usually required to pay income tax on retirement plan assets, so these assets are often considered among the best assets to leave to charity. You can request a beneficiary designation form from your IRA plan administrator.
Name WMF as a beneficiary of your life insurance policy, savings or investment account
You can designate WMF as a primary or contingent beneficiary of your life insurance policy, savings, or investment account.
Name WMF as the beneficiary of a charitable lead trust or charitable remainder trust
These forms of trusts are generally set up during the process of estate planning when benefactors wish to reduce tax liabilities for inheritance beneficiaries. Please check with your financial institution or financial planner to see if this option is available to you. NOTE: WMF does not manage donor assets.
Please let us know if you have already included World Monuments Fund in your estate plans by downloading, completing and returning this planned giving bequest notification form via mail. We would like to thank you for your generosity, make sure the purpose of your gift is understood, and recognize you as a member of our Legacy Society, a special community of forward-thinking donors who have made a legacy gift to WMF.
Please contact Brian Keliher at 332-345-7348 or firstname.lastname@example.org to discuss in confidence your options for planned gifts.
Not ready to consider planned giving options? Donate online today and take an immediate tax deduction for your charitable gift.