Your gift…Your legacy. Your act of generosity ensures our longevity.
The Give Smart plan is a thoughtful way to ensure the life-changing mission of WARM continues well into the future. With a simple plan, you can establish an impactful investment during your lifetime…and beyond.
Perhaps a part of your own journey of faith has been nurtured and deepened through your outreach to WARM. You have given of your time and talent and invested financially to serve those in need in our community. Now you're asking, "How can I do more"?
Consider continuing your life’s story. Here are five ways to build your legacy including what and how to give to provide long-lasting support of WARM and its mission to our community.
Keep in mind that when it comes to fulfilling your charitable goals, not all assets are created equal. Please consult with your financial advisor and/or attorney before you select the best option for your individual Give Smart Plan.
5. DONOR-ADVISED FUNDS
A donor-advised or other charitable giving fund can be a simple way to manage giving to WARM during your lifetime and as a part of your estate plan. Let your fund advisor know of your selection of WARM. They will assist you to fulfill your intent.
At your request, WARM can provide suggested language for you or your advisor to ensure that your gift impacts WARM's mission to serve those in need in our community for years.
Is WARM already in your charitable estate plan? Is WARM named as a beneficiary of your retirement plan, life insurance or other account? If so, please let us know. Sharing this information will ensure your future gift will be used exactly as you intend.
For a confidential conversation about your plans, please contact our Director of Development and Communication, Jessica Schmitt.