Planned Giving

Winnifred Stewart Planned Giving

With the interest of both the donor and Winnifred Stewart Foundation (WSF) in mind, the Planned Giving program is set up to accept planned gifts which include bequests through wills, annuities, securities and stock, and life insurance.

Planned Giving:

  • Ensures the long-term financial future of the Winnifred Stewart Association
  • Provides dollars for capital projects
  • Provides funding to help develop innovative programs that fill gaps in service
  • Creates a legacy for you and your family

With Planned Giving, you can contribute through one of the following four methods:

Bequests

Remembering Winnifred Stewart Foundation through a bequest is one of the preferred methods of Planned Giving.

Funds from donors are allocated to areas that need them most, unless specifically indicated by the donor. This includes annual operating costs, special equipment purchases, and funding of new residential projects. Gifts made in memory of an individual can be directed by the family of the deceased to areas of most need or to a specific project.

Click here for a PDF document containing legal and other pertinent information regarding Planned Giving through bequests.

Annuities

Depending on your age, a charitable annuity allows you to give a gift, save tax, and increase your income. Annuities can be particularly appealing for people age 70 and over. With a charitable annuity, you can receive a predetermined monthly amount for life without having to manage your investment.

Contact your personal financial advisor or our partners at Investors Group for more info.

Securities/Stock

Gifts of securities/stock can be made to a not-for-profit in one of two ways:

  • outright selling of stock with cash donation to not-for-profit
  • transfer of ownership of stock to the not-for-profit for sale or investment

For information on how to transfer gifts of stock/securities to Winnifred Stewart Foundation, contact your broker or our partners at Investors Group.

Life Insurance

Through a gift of life insurance you can make a significant future gift while enjoying current and/or future tax savings.

Life insurance can be gifted to a not-for-profit through:

  • The donation of an existing policy – assigning ownership to the not-for-profit
  • The donation of a new policy – transfer of ownership to the not-for-profit
  • The donation of life insurance proceeds – naming the not-for-profit as the beneficiary

For more information, contact your life insurance agent, estate planner or our partners at Investors Group.