Making a planned gift is a wonderful way to show your support and appreciation for WakeMed Foundation and its mission while accommodating your own personal, financial, estate-planning, and philanthropic goals. With smart planning, you may actually increase the size of your estate and/or reduce the tax burden on your heirs. Just as important, you will know that you have made a meaningful contribution to WakeMed Foundation.
We recommend that you familiarize yourself with various gift options by exploring How to Give and What to Give. Then compare gift options and/or calculate how these gifts could work for you. And of course, please contact us for assistance or to discuss your personal situation and objectives.
Timing the Delivery of Your Year-End Gift to Ensure It Qualifies for a Charitable Tax Deduction
Do you know the IRS delivery rules to ensure a year-end charitable gift qualifies for a tax deduction? Read more to find out and to learn about three smart giving opportunities.
Celebrating National Estate Planning Awareness Week: October 21-27, 2024
This month we celebrate National Estate Planning Awareness Week. Read more to learn why having a complete estate plan is so important and for tips on what your plan should include.
How a Charitable Gift Can Help Rebalance Your Portfolio
Is it time to rebalance your portfolio? If so, read more to learn tax-smart ways you can make a gift that meets both your financial and charitable goals.
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