LEGACY CIRCLE
A bequest in your will or trust will make a lasting impact on Westside Pacific Villages (WPV) and minimize the impact on your estate. You can add a provision to your will or trust where you designate an amount or percentage of your estate for WPV’s future. You can also name WPV as a beneficiary on your life insurance policy or retirement account (such as an IRA).
We hope that you will include the Westside Pacific Villages in your will, trust, or estate plan, and inform us of your intention by returning the enclosed form or contacting Diane Wade, Director of Programs and Community Development, at diane@thewpv.org
Bequest Sample Language: “I give [ ___ percent of my estate, or description of asset, or ____ dollars] to Westside Pacific Villages, a California nonprofit corporation, Tax ID #80-0348830 / 8939 S Sepulveda Blvd #233, Los Angeles, CA 90045 for its general use.”
Retirement Beneficiary
You can name Westside Pacific Villages as the beneficiary of your retirement account, such as a 401(k) or IRA, and receive a charitable deduction.
Real Property
Receive a charitable tax deduction and bypass capital gains tax with a gift of real property to Westside Pacific Villages. Consult your tax advisor to determine the amount of any deduction you may be able to claim for a gift of real estate.
Appreciated Securities
Receive a charitable tax deduction for the fair market value of publicly traded securities and bypass tax on the embedded capital gains. Consult your tax advisor to determine the amount of any deduction you may be able to claim for a gift of appreciated securities.
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