Planned charitable gifts, which are often larger than annual gifts, tend to come from a donor's assets (property, accumulated wealth, valuable possessions and stocks) or from life insurance. They take planning, and usually donors consult with the charity, along with their professional advisors such as lawyers, accountants and financial planners to determine the best way to make the gift - both for the charity and for themselves.

The Winnifred Stewart Foundation uses Planned Gifts to build its endowment fund.  When gifts are invested in an endowment fund, the gift itself is never spent, but rather invested for the long-term.  It is the investment income that is used to support programs for people with developmental disabilities such as those provided by the Winnifred Stewart Association. Endowment funds help ensure long-term funding stability.

Donors plan gifts to build endowment funds at the Winnifred Stewart Foundation because they know that the gift will be timeless, supporting people with developmental disabilities now and forever.

They also appreciate that they can support a cause they care deeply about and pay less taxes as a result.

Careful gift planning can enable donors to continue their annual giving, make donations that will last through time and save taxes.  It is important that you discuss your wishes with your legal, tax and financial advisors. We are pleased to respond to their questions and will help them ensure your gift fits your individual situation.

If you would like to discuss planning a gift to the Winnifred Stewart Foundation, please call 780-453-6707 or click here to e-mail the Gift Planning Consultant.