You Can PLAN to Continue Our Work

You can ensure the work of Wesley Housing by including us in your estate planning.  For example, your gift of real estate can change a roof overhead for one family into homes for many more.   

Planned Giving is usually comprised of a program using various financial instruments adapted to each donor's needs, such as charitable annuities, life income gifts, and trusts.  We invite you to explore the benefits of gift planning and to see how your gift might help save a family.  Below are a few options.  As with all estate planning, please consult your legal and financial advisors about which charitable giving options are right for you.

Legacy Gift

• Name Wesley Housing as a beneficiary in your will to ensure the proceeds of your estate are dedicated to the causes that are important to you.
• Appreciated assets, cash, real estate, business interests, stocks, personal property, life insurance, and retirement accounts are some gift options.

IRA donation (100K)

• In 2008, Congress passed a law allowing individuals to make tax-free contributions to United Way from your IRA. 
• To benefit you must be at least 70 1/2.  It applies only to IRAs. 
• The law is limited to $100,000 in 2008 and $100,000 in 2009

Charitable Remainder Trusts (CRTs)

• An arrangement in which property or money is donated to a charity, but the donor continues to use the property and/or receive income from it while living.
• The donor receives income on the investment and the charity receives the principal after a specified period of time.
• Benefits to the donor:  Eliminate Capital Gains Taxes • Reduce Estate Taxes • Provide a Tax Deduction • Increase Asset Income • Benefit Wesley Housing’s housing and supportive services.