Planned giving is an easy way to make a meaningful gift to Wayside, and can provide important tax advantages.
WAYS to make your planned gift
Gifts of appreciated securities, stocks and bonds let your assets work even more efficiently for you by sharing them with Wayside women and families.
Gifts of appreciated property, such as real estate, provide even greater tax benefits to the donor than an equivalent gift of cash.
You can name Wayside Recovery Center as a beneficiary of a life insurance policy.
LIFE INCOME GIFTS
A life income gift made through the use of a charitable remainder trust, a gift annuity or similar gift plan is an excellent way to provide income, reduce your estate taxes and contribute to Wayside Recovery Center.
A will allows you to defer a gift until after your lifetime, providing flexibility to use your assets as needed now.
Giving stock held more than 12 months offers two-fold tax savings. You avoid paying capital gains tax on the increase in value of your stock and you also receive a tax deduction for the full fair market value of the stock on the date of the gift.
Name on Account: Wayside House, Inc.
Account Number: 3YP691838
DTC Code: 0443
Make a lasting impact on the future of Wayside Recovery Center by making monthly donations. To discuss a planned gift opportunity, contact Jodi Trost, Chief Advancement Officer, at 952-737-5118 or email@example.com.