Did you know there are ways to support students that don’t affect your current lifestyle or your family’s security? You can provide gifts that don’t impact the way you live by designating Walker College Foundation to receive estate assets in the future, or by making immediate gifts of assets that are “out of sight and out of mind.”
We call these “Gifts Anyone Can Afford” because anyone can make them now without impacting cash flow, lifestyle, or family security.
Need to preserve your assets during your lifetime? Plan a gift that will only take effect after your other obligations have ceased. You can include a bequest to Walker College Foundation in your will or trust. Bequests can be unrestricted or directed to a specific purpose. Your bequest should indicate a specific amount or percentage of the balance remaining in your estate or trust.
Provide a gift of assets subject to double taxation, then leave more to your family. You can name Walker College Foundation as a beneficiary of your IRA, 401(K), or other qualified plan. You can designate us to receive all or a portion of the balance of your plan through your plan administrator. The balance in your plan passes to Walker College Foundation after your death.
You don’t need a large estate to make a significant gift. Establish a life insurance policy with Walker College Foundation as the beneficiary and we will pay the premiums. Or, transfer ownership of a fully paid, existing policy to Walker College Foundation. Simply contact your life insurance company and request a Change of Beneficiary/Ownership Form.
Provide a gift that costs you nothing during your lifetime. You can make a gift that leaves your cash flow and current financial planning unchanged. You don’t have to use cash to make your gift; you can “buy low and give high” by making your gift with appreciated securities instead.