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Make a planned gift

Planned giving is also referred to as gift planning or legacy giving. It enables philanthropic individuals to make large gifts to charitable organizations than they could make from ordinary income. Some planned gifts provide life-long income to donors. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate. By definition, a planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash (Source:

Learn more about the types of planned gifts you can make at

Information presented on this page is intended as general educational information on planned giving. Donors should seek specific advice from their tax advisors, attorney, and/or financial planner to discuss how different types of planned giving affect their individual situation.

You can designate your gift in 2 ways:


As an unrestricted gift. This allows WISE to use your gift to support all aspects of our organization.


As a restricted gift, which supports a particular program or initiative at WISE.


Pamela Zeller

Executive Director

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