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
August Is National Make-A-Will Month—Time to Make the Most of Your Will Power
If you’ve been putting off creating or updating your will, August is the perfect time to ensure your plans are in place. Read more about the importance of having an up-to-date will.
Alphabet Soup and Timing: 70½, IRA, 108, QCD, 73, RMD, 25
Do you know how to ensure tax benefits and maximum impact from your IRA charitable rollover? Read more to learn how to best time your gifts and much more.
Three Strategic Giving Options in Times of Market Volatility
Even in times of economic uncertainty, there are tax-smart giving options for the charitably minded. Read more to learn how to maximize your philanthropy in a volatile market.
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