What to Give


There are many types of gifts that can be made through your estate plan. Below are some that you might consider. Contact your financial advisor to discuss which one is right for you.

Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift to WFIA.  You can create an endowment or just give to ongoing expenses.

Gifts of Real Estate
Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to WFIA.

Gifts of Life Insurance
A gift of your life insurance policy is an excellent way to make a gift to WFIA. If you have a policy that has outlasted its original purpose, consider making it a gift.

Gifts of Retirement Plan Assets
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to WFIA.

Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to WFIA.

<< Back to Planned Giving