Planned Giving

One charitable gift, a lifetime of benefits

  • Your gift will help Wallin Education Partners fulfill its mission
  • You will enjoy a wide variety of tax benefits
  • You will give back to the causes that mean the most to you
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Charitable Bequest

A charitable bequest is one of the easiest and most flexible ways that you can leave a gift to Wallin Education Partners that will make a lasting impact.

Charitable Bequest
Property
Donor's Family
Wallin Education Partners
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Benefits of a bequest

  • Receive an estate tax charitable deduction
  • Reduce the burden of taxes on your family
  • Leave a lasting legacy to charity

How a bequest works

A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift to be made to family, friends or Wallin Education Partners as part of your estate plan, or you can make a bequest using a beneficiary designation form.

Here are some of the ways to leave a bequest to Wallin Education Partners

A bequest may be made in several ways

  • Percentage bequest - make a gift of a percentage of your estate
  • Specific bequest - make a gift of a specific dollar amount or a specific asset
  • Residual bequest - make a gift from the balance or residue of your estate
Click here to review sample bequest language.

Contact us

If you have any questions about leaving a bequest to us, please contact us. We would be happy to assist you. If you have been so generous as to include a bequest to Wallin Education Partners as part of your estate plan, please take the time to let us know. We would like to recognize you and your family for your generosity.

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