Planned Giving Options
There are several different ways to make a planned gift to Washington
Environmental Council. We will be very happy to work with you and your
advisor to determine the one that is just right for you. Please contact Kathy Malley, Director of Development, via email or by phone 206-631-2640 with any questions.
Bequest (Leaving a gift to WEC in your will)
Bequests are the most popular type of deferred gift. You can include a gift in your original will or living trust or add one later by an amendment. The gift can be for a specific amount of money, specific piece of property, or a percentage of your estate. A bequest gift is very flexible and allows you to retain control over your assets should you need them during your lifetime. Sample bequest language.
Gifts of Stock or Other Securities
WEC encourages gifts of stock and other securities that may provide
you favorable tax benefits. To transfer securities, contact your stock
broker. Please include donor name on stock transfer.
As always, consult your tax advisor about your personal tax benefits gained through gifts of appreciated stock. Please click here for account numbers and contact information for donating stocks or other securities to WEC.
An outright gift may include a gift of real estate, closely held
stock, life insurance, commercial annuity, and other valuable, useful,
or historically significant property.
Tangible Personal Property
WEC can receive gifts of personal property - from artwork, books, and
coin collections, etc.
Retirement Plan Assets
You can designate WEC as the beneficiary of your IRA or other retirement assets such as 401(k) and 403(b) plans and WEC will receive the funds upon your passing, or you can make outright gifts during your lifetime from these same assets that WEC can use immediately. You can leave just a portion to WEC or the entire balance. Because of income tax considerations, this is one of the most tax-wise ways you can make a gift.
Life Insurance Gifts
You might have a paid-up life insurance policy that you no longer need. You can make a gift by transferring the policy outright to WEC or naming WEC as a beneficiary, similar to retirement assets. Or you might think about taking out a new policy benefiting WEC and receive tax benefits with each premium paid.
Charitable Lead Trust
A charitable lead trust pays WEC an income for a designated period of
time. After that time, the trust principal reverts to you or other
beneficiaries. With a lead trust, your gift makes a difference now while
potentially reducing the cost of transferring assets to your family or
Charitable Remainder Trust
A charitable trust is another way to make a gift and receive income
for life. Your payments can be either fixed or variable in amount.
Thank you for thinking of an estate gift to WEC. We look forward to working with you to find the best gift for your circumstances, and to welcoming you as the newest member of our Legacy Circle.