Welcome to Planned Giving

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.

Planned Giving Blog

Two Simple Ways to Make Tax-Wise Charitable Gifts from Your IRA

Giving from your IRA benefits you, your loved ones, and your favorite charitable organizations. Read more to learn about two easy, tax-wise ways to give.

How to Make the Most of the Type and Timing of Your Charitable Gift

There are several factors to consider when choosing the timing and type of gift that best matches your circumstances. Read more to learn how to optimize your charitable giving.

Maximize Your Philanthropy and Minimize Your Taxes with a Charitable Trust

Do you want to learn how to maximize your giving through the creative use of charitable trusts? Read more for strategies about making timely adjustments to your trust portfolio for that purpose.

 

 

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