CHARITABLE GIFT ANNUITIES - Charitable gift annuities are available to individuals who wish to make a gift and receive an income for life. The donor makes a gift of cash or appreciated property (typically stock or securities), which is invested by Wesley Homes. Donors receive annuity payments at fixed, very high rates of return (up 12%) for life. Upon death, the residual passes to Wesley Homes. Charitable gift annuities provide partially tax-free income, a charitable gift deduction, and in the case of appreciated stock or securities, a bypass of capital gains. The Foundation Director, can provide specific details based on your personal situation. Gift annuity donors also become members of the Rose Society.

PLANNED GIFTS - The Foundation Director is available to work with donors to explore other planned giving options, develop proposals, and work with personal financial advisors and attorneys. The Foundation accepts other planned gifts, including charitable remainder trusts and testamentary trusts and annuities, which can yield sizeable tax savings, preserve personal estates for heirs, and enable the donor to make a significant gift.

ROSE SOCIETY - Members of the Foundation's Rose Society include those who have named Wesley Homes Foundation in their will and/or have executed a charitable gift annuity or other planned gift. Rose Society members are invited to a special annual recognition event and are recognized in the donor honor roll included in Wesley Homes' Annual Report.

ADDITIONAL GIFT PLANNING RESOURCES

Through this site we offer information we trust will be helpful to you if you would like to make gifts to Wesley Homes Foundation in ways that allow you to maintain your financial security while meeting other current and future financial goals.

For further information, we invite you to visit the "Planning Perspectives" site. This is a service of Wesley Homes Foundation provided through SharpeNet, a leading resource for authoritative information related to effective structure of charitable gifts in light of tax and other financial considerations. To view the Foundation's latest copy of its planned giving newsletter, Foundation for the Future, please click here. (1.5 MB pdf)