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Designing a Legacy Gift

Step 1: Determine the right gift plan.

Instructions: Enter your responses to each of the questions below and the best gift plan for you will be automatically selected.

What are your goals?
To provide a life income for my family, others, or me and also to provide a gift to WPC
To contribute an initial partial interest in cash or other property to WPC now with the remainder interest either reverting to me or my heirs at a considerable savings in gift and estate taxes.
To provide support to WPC without affecting my current income levels by setting up a bequest gift to support WPC's mission.
To make a current gift in support of WPC's annual program.

How do you wish to fund your gift?
Cash or Securities
Real Estate
Retirement Funds/IRAs
Other

What gift range are you considering?
$10,000 - $99,999
$100,000 and above

What are the ages of the individuals (maximum two beneficiaries) who will receive income from your gift? (Select only if choosing life income choice above.)
21-54
55-69
70+






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