Legacy Giving for Trustees and Advisors
In your work as an advisor, your values of professionalism, integrity and honesty, and taking the utmost care when serving your clients are shared by our team at The WCA. We take the same care when it comes to helping our donors plan charitable gifts. We hope that the information on the Planned Giving pages of our website is useful, but please do reach out to WCA Philanthropy Manager Laura at [email protected] with any questions.
We understand that gifts to charities such as WCA can be an important part of your clients’ financial and estate plans. We are committed to working with you to ensure that your clients find the gift arrangements that best meet their needs. We believe collaboration between donors, professional advisors and philanthropy staff leads to the ability to arrange the best gift possible.
Here are some resources that may be of use to you:
- Sample language for your will or trust
- Stock Donation Form
- FAQ Endowment Giving
We look forward to working with you.
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