3 Ways to Leave a Legacy

Planned gifts can be made now to immediately support Wheeler's needs or they can take effect in the future as a way to leave your legacy. Anyone can make a planned gift. Consider these three popular options:

1. A gift in your will or revocable living trust. Work with your attorney to include a few simple sentences in your will or living trust. Plus, you can change your mind at any time because this gift doesn’t go into effect until after your lifetime. Learn more.
2. A gift of your retirement plan assets. By naming Wheeler as the primary beneficiary on the designation form for a percentage (1–100) of your account’s final value, you can make a tax-wise gift to support our work. Learn more.
3. A gift of your bank or brokerage account. ^* By placing a payable on death or transfer on death designation on your bank or brokerage account, you can name Wheeler to receive the funds. Learn more.

Contact us today at 860.793.4214 to learn more about the benefits of planned gifts.

* State laws govern payable on death accounts and transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering these gifts.