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How to Give

How to Give

Giving can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    You designate WMed as the beneficiary of your asset by will, trust, or beneficiary designation form.
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  • Qualified Charitable Distribution
    Congress has enacted a permanent Qualified Charitable Distribution. As a result, you can make a Qualified Charitable Distribution gift this year and in future years.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to WMed in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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  • IRA to Gift Annuity Rollover
    You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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  • Donor Advised Funds
    If you have a DAF, you can use it to make gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving, or you can designate WMed as the successor of your DAF.
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  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Life Estate Reserved
    You give your property to WMed but retain the right to use the property during your life.
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