You Can’t Take It with You . . .
But You Can Use It to Make a Difference
What is planned giving?
Planned giving is simply a charitable gift that is a part of your overall financial or estate plan. There are a number of simple ways to make a planned gift. We encourage you to talk to an attorney or financial planner about planned giving, and feel free to contact us with questions.
Where do I start?
We would love to support you through planned giving efforts; and we believe planned giving begins with whole-life stewardship. Start by going through our More than Money Bible study.
Why Planned Giving?
Simple Ways to Make a Planned Gift
Giving through your will—A simple bequest in your will is one of the easiest methods of planned giving. Sample Language for Your Will
Giving through your life insurance policy or retirement plan—You can designate the WMU Foundation as a beneficiary or co-beneficiary of your life insurance policy or your retirement plan. Contact your financial planner or the WMU Foundation for more details.
Contact us for more information about planned giving through annuities, charitable remainder trusts, or revocable living trusts. We are happy to talk with you about your specific needs.