Planned Giving
A Planned Legacy
With planned giving, you have the opportunity to plan your estate and your charitable giving in a way that is beneficial to you and your family — and that leaves a legacy to a cause important to you.
There are several ways you can make a planned gift to CWS, while enjoying the tax and income benefits. From bequests, to stocks, bonds and retirement assets, we are here to help you make the best decision for you and your loved ones.
Planning Tools
*Make sure to designate the Lancaster office as recipient of your gift and let us know so we'll be on the lookout.
IRA Donation Tool
If you are 70 1/2 or older with a traditional IRA, you are eligible to make a tax-free donation directly to CWS that may be to your financial benefit.
FreeWill's tool allows you to learn more and make a Qualified Charitable Distribution (QCD) in ten minutes or less.
Stock Donation Tool
Transferring appreciated stocks allows you to avoid paying capital gains tax. You may also be able to deduct the full value of your stock on your tax return.
It's an incredible way to amplify your impact with CWS, while being tax savvy.