Including Western Resource Advocates in your future plans is a simple and significant way you can make a lasting impact on the land, air, water, and communities of the West.
By making a planned gift, you leave a legacy for future generations and protect the places you love. It costs nothing to you now, may reduce your taxes, and you remain in control of your assets during your lifetime. Give with confidence knowing that WRA is a steadfast advocate for the West with a 30-plus year history. Notifying WRA of a planned gift of any type qualifies donors for membership in the 1989 Legacy Society.
Bequests
Including Western Resource Advocates in your will or living trust is an easy way to create a lasting charitable legacy that will not affect your cash flow during your lifetime. You can allocate a dollar amount, percentage, or all or a portion of your unused assets.
Beneficiary Designations
Naming WRA as a beneficiary of your retirement funds, financial account, donor-advised fund, or other asset allows you to support the region you love after your lifetime. You can continue to benefit from these assets while you need them. It’s as simple as naming WRA on the beneficiary designation form provided by your plan or account provider.
Life Insurance
If you have an old or no longer needed life insurance policy, you can donate it to WRA and take an immediate tax deduction. You can also name us as a beneficiary to receive all or a portion of the policy dividends.
By notifying us of a planned gift, we are able to thank you and ensure your gift is stewarded appropriately. We also offer special engagement opportunities for our planned giving donors. If you would like to remain anonymous, we will be sure to honor your wishes. To notify us of your intentions, please complete this form or contact Darcy Morel at darcy.morel@westernresources.org.
I made a planned gift to WRA because over the decades it has been effective and focused on helping communities in the Rocky Mountain West respond to environmental challenges and plan for our future.”
Disclaimer
The information on this page is not intended as legal or tax advice. Please consult with your professional advisor to explore the possibilities and identify how to maximize the financial and tax benefits of an estate gift. WRA is happy to discuss options with you and provide sample language for charitable designations.
