Planned Giving

Signature

Leave a Legacy

You can be a part of securing the future and mission of Working In Neighborhoods well beyond your lifetime by naming us in your will. WIN’s mission extends over decades and you should know that we are delighted to receive long-term, planned gifts.

It is a perfect way to be remembered, or to remember a loved one, while making a significant contribution to the lives of future generations that will live in our community.

By including WIN in your Estate plans you will become a member of our Legacy Society. You can make a more significant gift to WIN than you ever thought possible, while maximizing the financial and tax benefits to you, your estate, and your family. A Planned Gift is one of the most effective ways to ensure that WIN can carry on our mission. Several opportunities exist that could help you give more than you thought possible, while still achieving your personal financial goals. Some options include:

Bequests

A bequest is a gift that is included in your Will; it is a revocable arrangement that can be changed by you at any time. A bequest can be a specific monetary amount, a percentage of your estate, a specific piece of property, or a percentage of the “residue of your estate.” It is possible to add WIN to an existing Will through an amendment called a codicil. Doing so means your entire Will does not have to be redrafted.

Estate Notes

This differs from a Bequest in that it is given as an irrevocable promise to pay assets from the estate. It also does not require a change in the Will.

TOD (Transfer on Death)

TOD is a formal, but revocable, means of transferring assets so they are not included in an estate (not taxed). Typically, ongoing assets are owned by the donor but deposited in a financial institution, which provides the TOD form.

Tangible Personal Property

Gifts of tangible, personal property, such as jewelry, coins, works of art, antiques, automobiles, and other items may be donated to WIN. You are responsible for setting an appraised value on the gift; any gift over $5,000 must be independently appraised.

Retirement Assets

Tax-favored retirement plans, such as an IRA, have become increasingly popular. As an alternative to designating a relative for all or part of the residual, naming WIN as a beneficiary may save income taxes. Also, certain lifetime gifts from an IRA of up to $100,000 given to a qualified charity such as WIN may avoid income tax.

Life Insurance

A gift of Life Insurance that you currently own but no longer need is a great way to help WIN. Designating WIN as both owner and beneficiary will yield tax savings. Alternatively, WIN can be named only the beneficiary.

Appreciated Securities and Real Estate

Transferring highly appreciated property directly to WIN will save capital gains tax and also let the full value be credited to charitable giving deductions. WIN can receive electronic transfers of securities. For gifts other than cash and publicly-traded securities, certain substantiation requirements apply depending on the size of the gift, including a qualified appraisal for gifts over $5,000.

Secure your legacy while supporting our future.

For questions and more information about our Legacy Society, please contact S. Barbara Busch at (513) 541-4109 or email bbusch@wincincy.org.