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
U.S. Tax Receipts Up 8.9%
For the 2014 fiscal year that concluded on September 30, U.S. tax revenue grew by 8.9% to $3.02 trillion. This was $247 billion more in tax revenue...
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Personal Planner
IRA and 401(k) Designated Beneficiary Options
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then...
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