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WesleyLife
5508 NW 88th Street
Johnston, IA 50131
1.800.678.1518
515.271.6719
Fax: 515.271.6898
For More Information
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Legacy Society
Many individuals and couples are able to maximize their support through gifts in their estate. These ultimate gifts are truly a special way to leave a legacy. Individuals who document their plan to leave WesleyLife as a beneficiary will become lifelong members of the Legacy Society.
Charitable estate, also known as deferred giving, enables you to arrange charitable contributions in a manner that maximizes personal objectives and financial goals. Many plans provide flexibility during your lifetime, even though WesleyLife will not realize the benefit until some time in the future. The most common types of deferred plans are bequests, retirement plan designations, charitable remainder trusts, and charitable gift annuities.
Members of the Legacy Society are WesleyLife's most prestigious donor group and believe in creating opportunities to transform lives within our communities. Their gifts are essential to the future of our programs and to the services we provide to others.
Bequests
A bequest in your will and naming WesleyLife in your living trust are the easiest and most popular deferred gift plans used by our families and friends. Donors may name WesleyLife and our locations and services as a percentage beneficiary, for a specific dollar amount or specific assets, or as a residual or contingent recipient. Your assets are used to support us for the purposes you have documented.
Retirement Plan Assets
Retirement accounts often are exposed to income tax and estate taxes, which may be avoided or reduced through a deferred gift. Naming WesleyLife as a beneficiary of your retirement account can provide a meaningful gift and produce significant tax savings for you and your heirs.
Charitable Remainder Trust
A charitable trust to benefit WesleyLife is established when you transfer assets (cash, securities or real estate) to a trust where the assets are invested to pay an annual, lifetime or term-of-years income to you or other beneficiaries. When the trust matures, the remaining trust assets are distributed by the trustee according to your wishes. There are wide varieties of charitable trusts available to meet your individual needs.
Charitable Gift Annuity
A gift annuity is a simple, contractual agreement between one or two donors and WesleyLife in which assets are transferred in exchange for a lifetime annuity. Donors receive an immediate charitable income tax deduction and lifetime income. Annuity rates are based on the age of the donor(s) at establishment.
If you currently have WesleyLife in your estate plans or are interested in learning more about how you can accomplish an estate gift, please contact Chris Andersen, Vice President of Philanthropy, at candersen@wesleylife.org or 515.271.6706.