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.
Planned Giving Blog
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.
The new year brings new opportunities to plan for the future of your loved ones and favorite causes. Read more for a review of four easy and tax-smart charitable giving options.
Do you know the benefits of “bunching” your deductible expenses into a single year? Read more to learn about this tax-savvy giving strategy for the charitably minded.
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