Publicly traded stock
Rental house
Lake house
Appreciated farm land
Family-owned business interest

Our partner, The Giving Crowd, regularly hosts 30 minutes webinar that can provide you an overview of the benefits of asset-based giving. There is also opportunity to schedule a conversation with The Giving Crowd. Please contact us at plannedGiving@wr.org

To consider your assets and potential legacy gifts, we encourage you to use My Legacy Planner, a unique tool that can help you with tax savings and charitable contributions. This resource is provided by The Giving Crowd and your personal financial information remains confidential. You may also contact us directly to discuss your options at PlannedGiving@wr.org

Gifting assets can provide tremendous tax and income benefits, however, there are very specific rules and steps that must be followed. We recommend your first step be a Discovery Call with our friends at The Giving Crowd as they will help you explore what options best fit your goals and situations. Let us connect you. Please reach out to us at PlannedGiving@wr.org

Asset based giving can be very complex. We believe that we can best serve our donors by engaging with a firm that serves dozens of ministries nationwide and has decades of experience navigating these sophisticated tools and techniques. We chose The Giving Crowd because of their experience, and because they do not sell products, or manage money.

When you write a check to charity you are getting one benefit: a charitable deduction in the amount of that cash gift. Alternatively, when you give an appreciated asset such as public stock or a rental property, you are getting 2 benefits. First, you avoid all the Long-Term Capital Gains you would have otherwise paid. Second, you still get a full, fair market value charitable deduction on the value of the asset. Two is better than one!