Planned Giving

Welcome to WPR's Planned Giving website. Here you will find estate planning information, news affecting retirement and taxes, and interactive tools such as “Plan Your Will”. We hope that you will find it useful and that you might be inspired to join WPR's Signature Circle, leaving your legacy of support by including WPR in your will. There are many ways to make a planned gift. Contact us for help.
WPR Signature Circle
Becoming a member of The Signature Circle is a unique way to leave a legacy that you can be proud of. Planned giving is a win-win situation. It benefits both the giver and the receiver.
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Donor Stories
“I love WPR so much that we have included WPR in our will.” Barbara Gilmore, Travel Planner and WPRA Board Member. Learn how others have made an impact through their giving to WPR and other organizations.
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News
IRA Rollover and Tax Extenders
Following House passage of the Tax Increase Prevention Act of 2014 (H.R. 5771), the bill moved to the Senate. While the Senate was originally...
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Personal Planner
Living Trust - Life and Death Decisions
In discussing your living trust with your attorney, there are several very important decisions for you to consider. Some of your decisions affect the...
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