Giving and Generating Income

Planned giving is a great way to support WPI while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals. The new – and higher – gift annuity rates announced are generating great interest from our supporters.

Charitable Gift Annuity

A charitable gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities.

Deferred Charitable Gift Annuity

A deferred gift annuity provides fixed payments to you or others you name for life in exchange for your gift of cash or securities. The payments start on a date you choose that is at least one year after you make the gift.

Charitable Remainder Annuity Trusts

A charitable remainder annuity trust can provide a dependable income for life while making a significant gift to WPI.

Charitable Remainder Unitrust

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to WPI. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

Charitable Flip Unitrust

A flip unitrust can be an excellent way for you to give an asset that may take time to sell and receive substantial payments for life once the flip unitrust sells your asset. You might also be interested in using a flip unitrust to make a gift now that will supplement your income in the future, such as when you retire.

The IRA Charitable Rollover Gift Annuity Plan

You can now make a Qualified Charitable Distribution in exchange for a charitable gift annuity and receive fixed income for life.

Pooled Income Fund

A pooled income fund is a trust that is established and maintained by WPI. Your gift of cash or securities is combined with other gifts in the fund and as the fund grows, you receive your share of fund income for life.