How to Give

Giving to Wake Forest may be done either directly or through a gift model that provides tax benefits and even income. Click on a gift model below to learn more.

• Bequest
  You designate Wake Forest as the beneficiary of your assets by will, trust or beneficiary designation form.
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• Qualified Charitable Distribution
  Congress has enacted a permanent IRA charitable rollover, also commonly referred to as a qualified charitable distribution (QCD). As a result you can make an IRA rollover gift this year and in future years.
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• IRA to Gift Annuity Rollover
  You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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• Charitable Gift Annuity
  You transfer your cash or appreciated property to Wake Forest in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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• Charitable Remainder Unitrust
  You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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• Charitable Remainder Annuity Trust
  You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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• Charitable Lead Trust
  You fund a trust that makes gifts to us for a number of years. Your beneficiaries receive the trust remainder at substantial estate and gift tax savings.
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• Sale and Unitrust
  You give a portion of your property to fund a charitable remainder trust and when the property sells you receive cash and income for life.
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• Give it Twice Trust
  You provide your children with a stream of income while making a gift to charity.
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• Life Estate
  You give your property to Wake Forest but retain the right to use the property during your life.
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• Blended Gifts
  There are many combination gift options that may make your giving go farther than a simple gift of cash or property.
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• Beneficiary Designation Gifts
  You can designate Wake Forest as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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