Welcome to Planned Giving
Making a planned gift is a wonderful way to show your support and appreciation for Western Reserve Academy 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 WRA.
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.
Find the wording you’ll need for your gift by will.
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Use our new online tool to help determine the
benefits you may receive with each type of gift.
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Planned Giving Blog
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.
National Make-A-Will Month: The Perfect Time to Create or Update Your Estate Plan
Does your will accurately reflect your current circumstances and objectives? Read more to learn about the importance of creating or reviewing your estate plan.
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