The Wilkes Community College Heritage Society honors friends who contribute to the vision and success of their community college by including our institution in planned giving. Eligibility is extended to any donor that includes a personal gift to the college in their long-range or estate plans through gifts of cash, property, stock, insurance policies, individual retirement gifts, or other assets.
Benefits of Planned Giving
- Extend your reach into the future by giving gifts that will endure beyond your lifetime.
- Obtain immediate and/or tax benefits.
- Receive life income benefits with certain gifts.
Ways to Give
- Bequests (make a gift in your will)
- Charitable Remainder Trust (pays you income based on the asset value)
- Charitable Gift Annuity (your transferred assets benefit your favored charity and you through life income payments)
- Charitable Lead Trust (provides for WCC as well as your children)
- Donor Advised Fund (simple and flexible, provides immediate tax benefits but you still have input on future disbursements)
- Retained Life Estate (if you own property that is paid off, you can transfer this asset to a beneficiary but still live in it)
What to Give
- Cash (simplest way to give)
- Securities (the best securities to donate are appreciated stocks)
- Life insurance (name WCC as a beneficiary)
- Real estate (if you own property that is paid off, you can transfer this asset to a beneficiary but still live in it)
- Retirement plan assets (reduce tax to heirs by naming WCC as a beneficiary)
How to Give
When you are ready to make a gift:
- Talk to your financial advisor or estate planning attorney to decide what you want to give and the way you want to give it.
- Contact Allison Phillips at 336-838-6491 to discuss your gift.
- Tell others about the benefits of planned giving!
Your name and/or the person(s) you wish to honor will be placed on the Heritage Society Plaque that is mounted in the Lakey Ballroom of the John A. Walker Center.