Family Comes First When You Give

Find the Perfect Way to Share Your Generosity

Many of us want to provide more for the causes closest to our hearts, but also do what’s best for our own family. Making a gift that pays you income can be a thoughtful expression of your gratitude for Wheeler that also ensures your loved ones are well cared for in the future. It’s a flexible way to give to Wheeler and get an immediate tax deduction.

Everyone Wins With a Charitable Remainder Trust

You can make a gift that allows you to receive regular payments for yourself or others you choose—for example, your spouse, your aging parents or a sibling—for a lifetime. What’s left after the lifetimes of those receiving payments goes to improving Wheeler's efforts and creates an enduring connection for the future. Other possible benefits of this approach include:

• Receiving a money-saving federal income tax deduction in the year you make the gift
• Increasing your current income
• Eliminating up-front capital gains tax

By securing your family’s financial stability first, you gain peace of mind while recognizing an organization that shares your values and has great meaning to you.

Make the Most of Your Gift

We’re happy to answer any questions you may have about this opportunity to provide for you, your loved ones and Wheeler in the future. Give Sarah Williams a call today at 860.793.4214 to learn more about how you can touch the lives of those Wheeler serves.