GIFT AND ESTATE PLANNING

Legacy is when the Lord says, ‘Well done, good and faithful servant.”

Your legacy is the footprint you will leave on this earth. It is the impact you make through the way you live your life and the values you hold.
Estate gifts catalyze our mission in ways that annual giving simply cannot. As a Legacy Society member, you make a lasting commitment to educate future leaders for generations to come.

Gifts that cost you nothing during your lifetime:

You can support WPU’s future today by making a gift that leave your cash flow and current financial planning unchanged:

• Bequests (Gifts by Will or Living Trust) – Need to preserve your assets during your lifetime? You can plan a gift to us that will only take effect after your other obligations have ceased.
• Gifts of Retirement Plans – You may name WPU as a primary or secondary beneficiary of your IRA, 401(k) or other qualified plan. If you are 70 1/2 you may also give directly from your IRA through a qualified charitable distribution (QCD). This can be used to avoid paying income tax on your required minimum distribution (RMD) if you don’t need income.
• Gifts of Life Insurance – Give a policy you no longer need to WPU, or name WPU as a beneficiary.

Gifts that pay you back:

Gifts that pay lifetime income have many benefits: dependable income for you and your family, current and future tax savings, and a means to support WPU. The following are examples of this type of gift:

• Charitable Remainder Annuity Trusts – Receive fixed payments and tax advantages
• Charitable Remainder Unitrusts – Create a flexible source of income
• Charitable Gift Annuity – Similar benefits to a trust but less complex

IS WARNER PACIFIC ALREADY IN YOUR ESTATE PLANS?

Please let us know so we can include you in our Legacy Society.
Benefits include:

• Recognition on our Legacy Society Wall
• Annual luncheons with guest speakers

Notify Warner Pacific of Your Estate Plans