For more information on the planned giving options listed below, contact the development office at 610-258-8500, ext. 18.
The simplest way to make a planned gift is through a bequest in your will. You may direct a bequest to support a specific program area. Undesignated bequests allow the Weller Center to use the funds where they are most needed.
Charitable Remainder Trusts
Contribute to the future of the Weller Center, secure lifetime annual payments for yourself and/or other beneficiaries, and generate substantial tax benefits with a charitable remainder trust. A trust of this kind provides beneficiaries with income for life or a specified length of time and then distributes the remaining assets to the Weller Center. An income tax deduction is available immediately.
Charitable Gift Annuities
Charitable gift annuities provide beneficiaries with a fixed income for life in exchange for a gift of cash or marketable securities to the Weller Center. The rates of return are generally higher than those from savings or money market accounts, and you can choose whether to receive income immediately or wait until retirement.
Charitable Lead Trusts
With a charitable lead trust, you make a significant multi-year gift to the Weller Center and maximize the value of assets for your heirs. This type of trust pays an annual amount to the Weller Center, with the assets ultimately passing on to another beneficiary. You can decide whether to receive an income tax deduction or pass savings on to your estate.
Retirement Plan Assets
Bequeathing retirement assets to the Weller Center allows you to fulfill your charitable objectives while preserving more of your estate's value for family members. Designating the Weller Center as the beneficiary of your retirement account may help your estate bypass multi-tier tax exposures, preserve the value of your estate, and protect your heirs from potential tax burdens.
Giving a life insurance policy is a great way to transform a modest gift into a dramatic one. You can transfer ownership of a fully paid policy to the Weller Center, reassign ownership and beneficiary status for a policy on which premiums are still being paid, or establish a new policy and designate the Weller Center as applicant, owner, and beneficiary.