Planned Giving

A planned gift to WEV creates a lasting legacy, with benefits for you and incredible impact in our communities.  

Some common ways you can make a planned gift are:

Make a Bequest

Designate WEV as a beneficiary in your will, trust, or asset accounts, such as retirement, investment, bank or life insurance. You can designate a percentage or a specific or residual amount.

Beneficiary designation gifts are among the most flexible, preserving your assets while you need them and supporting the causes you care about.

If you have been generous enough to include WEV in your estate plan, please let us know so we may recognize you as a member of our Legacy Society.

Charitable IRA Rollover

If you are aged 70.5 or older you can support WEV’s mission and save on income taxes by making a transfer of up to $105,000 from your IRA to WEV. The transfer must be directly between your IRA plan administrator and WEV. Speak to your financial planner to learn more about the benefits of an IRA Charitable Rollover, or any other form of Planned Giving.

If you have any questions about Planned Giving, or if you wish to notify WEV of estate plans that benefit WEV, please contact Lauren Lafferty, Development & Donor Relations officer, llafferty@wevonline.org or by calling 805-908-0093.