Thank you for your interest in planned giving. Planned gifts can benefit Wilkes while
helping you to save taxes, increase your income and pass more on to your heirs.
Did you know that
- You can receive income for life in exchange for a gift?
- Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash?
- Some assets can benefit you more if you give them away?
- Some gifts cost nothing now, but leave a legacy later?
- Some gifts allow you to pass more on to your heirs and save taxes?
Planned gifts are in the form of:
- charitable trusts
- gift annuities
- gifts of property with retained life estate
- life insurance policies
- retirement plan accounts
They protect the inheritance of your loved ones, yet allow you to make meaningful gifts to institutions you care about. Planned gifts can save you income, estate, or gift taxes; some even produce income for you. When you provide for Wilkes University through a planned gift, you are investing in a bright future for Wilkes students for years to come.
If you are just beginning to explore your options, try our easy-to-use Gift Calculator. With a few clicks you can choose the best gift plans for your individual needs and learn more about their benefits.
For more information on planned giving opportunities, please contact Sue Jolley, Director of Special Gifts, 570-408-7832, firstname.lastname@example.org
If you already know what gift plan you would like to explore, just hit the drop down on the "Gift Type" on the menu. If you want to receive a detailed illustration of the tax, income, and other benefits of a particular gift plan, complete the information requested and hit the “calculate” button.
If you would like to receive personalized assistance with your planning, just click
on the button and request that our planned giving officer contact you. We’ll send
you a detailed illustration that is tailored to your individual needs, with several
options for you and your advisors to consider.